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Sera Prognostics
SERA

61 hedge funds and large institutions have $140M invested in Sera Prognostics in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

96,000% more call options, than puts

Call options by funds: $961K | Put options by funds: $1K

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

43% more capital invested

Capital invested by funds: $98.2M → $140M (+$42.2M)

3.22% more ownership

Funds ownership: 52.31% → 55.53% (+3.2%)

6% less funds holding

Funds holding: 65 → 61 (-4)

24% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 17

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
12
Closed
17
Calls
$961K
Puts
$1K
Net Calls
+$960K
Net Calls Change
+$750K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$6.34M
2
Invesco
Invesco
Georgia
+$4.2M
3
Northern Trust
Northern Trust
Illinois
+$1.41M
4
BlackRock
BlackRock
New York
+$947K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$674K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$646K
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$605K
3
RCAP
Resolute Capital Asset Partners
Colorado
-$474K
4
Millennium Management
Millennium Management
New York
-$384K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$202K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$42.4M – – –
RCM
2
RA Capital Management
Massachusetts
$23.7M – – –
VC
3
Vivo Capital
California
$12.9M – – –
BlackRock
4
BlackRock
New York
$12M +$947K +130,410 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$9.36M +$674K +92,806 +8%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.9M +$6.34M +873,002 +7,358%
Invesco
7
Invesco
Georgia
$4.62M +$4.2M +578,877 +4,346%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$4.58M +$348K +47,969 +9%
AIC
9
AWM Investment Company
New York
$4.07M – – –
CAPTRUST Financial Advisors
10
CAPTRUST Financial Advisors
North Carolina
$3.72M +$123 +17 +0%
State Street
11
State Street
Massachusetts
$3.32M +$250K +34,479 +9%
Northern Trust
12
Northern Trust
Illinois
$1.9M +$1.41M +194,694 +395%
Morgan Stanley
13
Morgan Stanley
New York
$1.75M -$178K -24,466 -10%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.02M -$146K -20,046 -13%
BCM
15
Bridgeway Capital Management
Texas
$704K +$30.5K +4,200 +5%
PWM
16
Perigon Wealth Management
California
$625K -$36.3K -5,000 -6%
Charles Schwab
17
Charles Schwab
California
$601K – – –
RCM
18
Requisite Capital Management
Texas
$434K – – –
BP
19
Ballentine Partners
Massachusetts
$387K – – –
Corient Private Wealth
20
Corient Private Wealth
Florida
$371K – – –
TPWM
21
Twelve Points Wealth Management
Massachusetts
$338K – – –
HighTower Advisors
22
HighTower Advisors
Illinois
$329K – – –
UBS Group
23
UBS Group
Switzerland
$329K +$129K +17,821 +73%
Goldman Sachs
24
Goldman Sachs
New York
$323K -$17.7K -2,443 -6%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$317K +$385 +53 +0.1%
1
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SERA Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q3 2024, worth a combined $140M — up 43% from $98.2M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of SERA and 13 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 19 added.

The largest buyer was JP Morgan Chase, adding an estimated $6.34M. The largest seller was Citadel Advisors, exiting entirely with an estimated $646K sold.

  • 61 institutional investors held Sera Prognostics (SERA) as of Q3 2024, down from 65 in Q2 2024.
  • Funds reported $140M of Sera Prognostics stock for Q3 2024, up 43% quarter-over-quarter.
  • 13 funds opened new Sera Prognostics positions in Q3 2024 and 17 closed out, a net change of -4 holders.
  • The largest Sera Prognostics buyer in Q3 2024 was JP Morgan Chase, an estimated $6.34M added.
  • The largest Sera Prognostics seller in Q3 2024 was Citadel Advisors, an estimated $646K sold.

Based on aggregated 13F filings for Q3 2024.