SERA icon

Sera Prognostics
SERA

Overview Fund Activity

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.

Holders
73
Holders Change
+12
Holders Change %
+19.67%
% of All Funds
0.97%
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

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$1.28M
2
Goldman Sachs
2
Goldman Sachs
New York
$1.15M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$834K
4
Millennium Management
4
Millennium Management
New York
$576K
5
AIC
5
AWM Investment Company
New York
$4.76M

Top Sellers

1
Invesco
1
Invesco
Georgia
$112K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.32M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.48M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$8K
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BBA
1
Baker Bros. Advisors
New York
$44.2M 5,434,399 – –
RCM
2
RA Capital Management
Massachusetts
$24.7M 3,032,808 – –
VC
3
Vivo Capital
California
$13.4M 1,650,440 – –
BlackRock
4
BlackRock
New York
$12.7M 1,564,310 +24,029 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.2M 1,252,871 +53,362 +4%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$6.32M 775,871 -108,996 -12%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$4.88M 599,702 +12,865 +2%
AIC
8
AWM Investment Company
New York
$4.76M 585,134 +63,820 +12%
CAPTRUST Financial Advisors
9
CAPTRUST Financial Advisors
North Carolina
$3.97M 487,894 +10,673 +2%
State Street
10
State Street
Massachusetts
$3.55M 435,693 +10,600 +2%
Northern Trust
11
Northern Trust
Illinois
$2.22M 272,860 +28,863 +12%
Morgan Stanley
12
Morgan Stanley
New York
$1.48M 181,472 -43,164 -19%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.28M 157,845 +157,845 New
Goldman Sachs
14
Goldman Sachs
New York
$1.15M 141,008 +99,593 +240%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.07M 130,912 +250 +0.2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$834K 102,460 +71,456 +230%
SMH
17
Sanders Morris Harris
Texas
$725K 90,600 +56,500 +166%
BCM
18
Bridgeway Capital Management
Texas
$715K 87,805 -2,500 -3%
Charles Schwab
19
Charles Schwab
California
$661K 81,228 +4,115 +5%
Millennium Management
20
Millennium Management
New York
$576K 70,747 +70,747 New
UBS Group
21
UBS Group
Switzerland
$546K 67,046 +24,873 +59%
PWM
22
Perigon Wealth Management
California
$480K 72,685 -7,500 -9%
RCM
23
Requisite Capital Management
Texas
$453K 55,648 – –
BP
24
Ballentine Partners
Massachusetts
$404K 49,664 – –
Corient Private Wealth
25
Corient Private Wealth
Florida
$387K 47,500 – –
1
2 3 4