Sera Prognostics
SERA
33 hedge funds and large institutions have $31.4M invested in Sera Prognostics in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.09% less ownership
Funds ownership: 32.18% → 32.1% (-0.09%)
6% less funds holding
Funds holding: 35 → 33 (-2)
13% less capital invested
Capital invested by funds: $36.2M → $31.4M (-$4.87M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
+$594K |
| 2 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$72K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.4K |
| 4 |
BlackRock
New York
|
+$41.3K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$18.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$251K |
| 2 |
HWM
HB Wealth Management
Atlanta,
Georgia
|
-$183K |
| 3 |
Jane Street
New York
|
-$117K |
| 4 |
Squarepoint
New York
|
-$65.4K |
| 5 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$63.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of New York Mellon
New York
| $42.8K | – | – | – |
|
27
Citadel Advisors
Miami,
Florida
| $39.8K | -$29.2K | -8,516 | -41% |
|
28
Charles Schwab
San Francisco,
California
| $39.5K | – | – | – |
|
|
SBH
29
Segall Bryant & Hamill
Chicago,
Illinois
| $33K | – | – | – |
|
30
Morgan Stanley
New York
| $12.4K | -$6.2K | -1,808 | -32% |
|
31
JP Morgan Chase
New York
| $3.16K | – | – | – |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$576 | +168 | New |
|
33
Wells Fargo
San Francisco,
California
| $323 | +$14 | +4 | +4% |
|
|
HWM
34
HB Wealth Management
Atlanta,
Georgia
| – | -$183K | -47,792 | Closed |
|
|
35
Jane Street
New York
| – | -$117K | -30,507 | Closed |
|
|
36
Squarepoint
New York
| – | -$65.4K | -17,064 | Closed |
|
|
AL
37
Aspiriant LLC
Los Angeles,
California
| – | -$63.1K | -16,472 | Closed |
|
|
TAM
38
Tucker Asset Management
Littleton,
Colorado
| – | -$45.3K | -11,827 | Closed |
|
SERA Hedge Fund Activity: Q2 2023 in Review
33 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q2 2023, worth a combined $31.4M — down 13% from $36.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of SERA and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.
The largest buyer was Acuitas Investments, opening a new position worth an estimated $594K. The largest seller was Sanders Morris Harris, cutting an estimated $251K.
- 33 institutional investors held Sera Prognostics (SERA) as of Q2 2023, down from 35 in Q1 2023.
- Funds reported $31.4M of Sera Prognostics stock for Q2 2023, down 13% quarter-over-quarter.
- 3 funds opened new Sera Prognostics positions in Q2 2023 and 5 closed out, a net change of -2 holders.
- The largest Sera Prognostics buyer in Q2 2023 was Acuitas Investments, an estimated $594K added.
- The largest Sera Prognostics seller in Q2 2023 was Sanders Morris Harris, an estimated $251K sold.
Based on aggregated 13F filings for Q2 2023.