We are live on ! Find out more
SERA icon

Sera Prognostics

73 hedge funds and large institutions have $147M invested in Sera Prognostics in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

133% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 12

20% more funds holding

Funds holding: 6173 (+12)

5% more capital invested

Capital invested by funds: $140M → $147M (+$6.87M)

0.36% less ownership

Funds ownership: 55.53%55.17% (-0.36%)

35% less call options, than puts

Call options by funds: $235K | Put options by funds: $361K

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
28
Reduced
12
Closed
6
Calls
$235K
Puts
$361K
Net Calls
-$126K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1
Baker Bros. Advisors
New York
$44.2M
RCM
2
RA Capital Management
Massachusetts
$24.7M
VC
3
Vivo Capital
California
$13.4M
BlackRock
4
BlackRock
New York
$12.7M +$177K +24,029 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.2M +$392K +53,362 +4%
JP Morgan Chase
6
JP Morgan Chase
New York
$6.32M -$801K -108,996 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.88M +$94.6K +12,865 +2%
AIC
8
AWM Investment Company
New York
$4.76M +$469K +63,820 +12%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.97M +$78.4K +10,673 +2%
State Street
10
State Street
Massachusetts
$3.55M +$77.9K +10,600 +2%
Northern Trust
11
Northern Trust
Illinois
$2.22M +$212K +28,863 +12%
Morgan Stanley
12
Morgan Stanley
New York
$1.48M -$317K -43,164 -19%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.28M +$1.16M +157,845 New
Goldman Sachs
14
Goldman Sachs
New York
$1.15M +$732K +99,593 +240%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.07M +$1.84K +250 +0.2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$834K +$525K +71,456 +230%
SMH
17
Sanders Morris Harris
Texas
$725K +$415K +56,500 +166%
BCM
18
Bridgeway Capital Management
Texas
$715K -$18.4K -2,500 -3%
Charles Schwab
19
Charles Schwab
California
$661K +$30.2K +4,115 +5%
Millennium Management
20
Millennium Management
New York
$576K +$520K +70,747 New
UBS Group
21
UBS Group
Switzerland
$546K +$183K +24,873 +59%
PWM
22
Perigon Wealth Management
California
$480K -$55.1K -7,500 -9%
RCM
23
Requisite Capital Management
Texas
$453K
BP
24
Ballentine Partners
Massachusetts
$404K
Corient Private Wealth
25
Corient Private Wealth
Florida
$387K

SERA Hedge Fund Activity: Q4 2024 in Review

73 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Sera Prognostics (SERA) for Q4 2024, worth a combined $147M — up 4.9% from $140M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SERA positions and 6 closed out — a net gain of 12 holders — while 28 added to existing stakes and 12 trimmed.

The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $1.16M. The largest seller was Invesco, cutting an estimated $4.25M.

  • 73 institutional investors held Sera Prognostics (SERA) as of Q4 2024, up from 61 in Q3 2024.
  • Funds reported $147M of Sera Prognostics stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 18 funds opened new Sera Prognostics positions in Q4 2024 and 6 closed out, a net change of +12 holders.
  • The largest Sera Prognostics buyer in Q4 2024 was Wealth Enhancement Advisory Services, an estimated $1.16M added.
  • The largest Sera Prognostics seller in Q4 2024 was Invesco, an estimated $4.25M sold.

Based on aggregated 13F filings for Q4 2024.