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Sera Prognostics

28 hedge funds and large institutions have $16.5M invested in Sera Prognostics in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.43% less ownership

Funds ownership: 32.1%29.66% (-2.4%)

15% less funds holding

Funds holding: 3328 (-5)

47% less capital invested

Capital invested by funds: $31.4M → $16.5M (-$14.9M)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
28
Holders Change
-5
Holders Change %
-15.15%
% of All Funds
0.44%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
1
Increased
7
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IVM
1
InterWest Venture Management
California
$4.49M
VC
2
Vivo Capital
California
$3.45M
BBA
3
Baker Bros. Advisors
New York
$2.82M -$626K -262,093 -15%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.46M +$31.9K +13,364 +2%
FI
5
Fosun International
China
$1.03M
SMH
6
Sanders Morris Harris
Texas
$828K +$196K +81,933 +23%
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$786K +$98.1K +41,062 +11%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$332K +$78.4K +32,804 +23%
AI
9
Acuitas Investments
Washington
$322K -$17 -7 -0%
BCM
10
Bridgeway Capital Management
Texas
$179K +$54.5K +22,800 +31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$131K
BlackRock
12
BlackRock
New York
$107K -$5.47K -2,289 -4%
RCM
13
Requisite Capital Management
Texas
$104K
State Street
14
State Street
Massachusetts
$93.4K
MAM
15
Marquette Asset Management
Minnesota
$66.4K
Northern Trust
16
Northern Trust
Illinois
$50.6K
UBS Group
17
UBS Group
Switzerland
$39.1K -$5.56K -2,326 -10%
PCIA
18
Prime Capital Investment Advisors
Kansas
$39.1K
Ensign Peak Advisors
19
Ensign Peak Advisors
Utah
$33.7K
MCM
20
MAI Capital Management
Ohio
$31.6K
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$27.9K -$11.8K -4,942 -25%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$24.2K
Charles Schwab
23
Charles Schwab
California
$22.3K
Morgan Stanley
24
Morgan Stanley
New York
$7.47K +$597 +250 +7%
JP Morgan Chase
25
JP Morgan Chase
New York
$1.78K

SERA Hedge Fund Activity: Q3 2023 in Review

28 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q3 2023, worth a combined $16.5M — down 47% from $31.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of SERA and 1 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Sanders Morris Harris, adding an estimated $196K. The largest seller was EAM Investors, exiting entirely with an estimated $1.28M sold.

  • 28 institutional investors held Sera Prognostics (SERA) as of Q3 2023, down from 33 in Q2 2023.
  • Funds reported $16.5M of Sera Prognostics stock for Q3 2023, down 47% quarter-over-quarter.
  • 1 fund opened new Sera Prognostics positions in Q3 2023 and 6 closed out, a net change of -5 holders.
  • The largest Sera Prognostics buyer in Q3 2023 was Sanders Morris Harris, an estimated $196K added.
  • The largest Sera Prognostics seller in Q3 2023 was EAM Investors, an estimated $1.28M sold.

Based on aggregated 13F filings for Q3 2023.