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Sera Prognostics

65 hedge funds and large institutions have $98.2M invested in Sera Prognostics in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

25% more funds holding

Funds holding: 5265 (+13)

6.51% more ownership

Funds ownership: 45.81%52.31% (+6.5%)

25% less capital invested

Capital invested by funds: $131M → $98.2M (-$33M)

Holders
65
Holders Change
+13
Holders Change %
+25%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
19
Reduced
14
Closed
12
Calls
$210K
Puts
Net Calls
+$210K
Net Calls Change
+$210K
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$32.2M
RCM
2
RA Capital Management
Massachusetts
$18M +$9.02M +1,008,587 +50%
VC
3
Vivo Capital
California
$9.77M
BlackRock
4
BlackRock
New York
$8.35M +$11.5M +1,290,907 +1,085%
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.55M +$1.88M +210,540 +23%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.19M +$2.96M +331,090 +159%
AIC
7
AWM Investment Company
New York
$3.09M -$566K -63,350 -11%
CAPTRUST Financial Advisors
8
CAPTRUST Financial Advisors
North Carolina
$2.83M +$577K +64,517 +16%
State Street
9
State Street
Massachusetts
$2.31M +$2.82M +315,522 +420%
Morgan Stanley
10
Morgan Stanley
New York
$1.47M +$832K +93,065 +60%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$892K +$674K +75,441 +100%
Citadel Advisors
12
Citadel Advisors
Florida
$646K +$976K +109,157 New
Ensign Peak Advisors
13
Ensign Peak Advisors
Utah
$605K -$160K -17,844 -15%
BCM
14
Bridgeway Capital Management
Texas
$510K
PWM
15
Perigon Wealth Management
California
$504K
RCAP
16
Resolute Capital Asset Partners
Colorado
$474K -$849K -95,000 -54%
Charles Schwab
17
Charles Schwab
California
$457K +$582K +65,113 +543%
Millennium Management
18
Millennium Management
New York
$384K -$2.01M -224,550 -78%
RCM
19
Requisite Capital Management
Texas
$329K
BP
20
Ballentine Partners
Massachusetts
$294K +$444K +49,664 New
Northern Trust
21
Northern Trust
Illinois
$292K +$146K +16,293 +49%
Corient Private Wealth
22
Corient Private Wealth
Florida
$281K +$156K +17,500 +58%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$268K +$8.22K +919 +2%
Goldman Sachs
24
Goldman Sachs
New York
$260K -$926K -103,524 -70%
TPWM
25
Twelve Points Wealth Management
Massachusetts
$257K +$388K +43,388 New

SERA Hedge Fund Activity: Q2 2024 in Review

65 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q2 2024, worth a combined $98.2M — down 25% from $131M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new SERA positions and 12 closed out — a net gain of 13 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was BlackRock, adding an estimated $11.5M. The largest seller was Invesco, cutting an estimated $5.44M.

  • 65 institutional investors held Sera Prognostics (SERA) as of Q2 2024, up from 52 in Q1 2024.
  • Funds reported $98.2M of Sera Prognostics stock for Q2 2024, down 25% quarter-over-quarter.
  • 25 funds opened new Sera Prognostics positions in Q2 2024 and 12 closed out, a net change of +13 holders.
  • The largest Sera Prognostics buyer in Q2 2024 was BlackRock, an estimated $11.5M added.
  • The largest Sera Prognostics seller in Q2 2024 was Invesco, an estimated $5.44M sold.

Based on aggregated 13F filings for Q2 2024.