SERV

Serve Robotics
SERV

Overview Fund Activity

95 hedge funds and large institutions have $162M invested in Serve Robotics in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+42
Holders Change %
+79.25%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
19
Reduced
11
Closed
13
Calls
$40.3M
Puts
$32.8M
Net Calls
+$7.53M
Net Calls Change
+$13.9M

Top Buyers

1
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9.9M
2
ETC
Exchange Traded Concepts
Oklahoma
$9.07M
3
Vanguard Group
Vanguard Group
Pennsylvania
$17.2M
4
Legal & General Group
Legal & General Group
United Kingdom
$6.63M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$3.67M

Top Sellers

1
NC
Nvidia Corp
California
$0
2
YRHAM
Yong Rong (HK) Asset Management
Hong Kong
$9.5M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
4
Bank of America
Bank of America
North Carolina
$2.16K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
OAC
26
OMERS Administration Corp
Ontario, Canada
$431K +$431K +31,900 New
Northern Trust
27
Northern Trust
Illinois
$427K +$273K +20,253 +178%
LPL Financial
28
LPL Financial
California
$294K +$294K +21,765 New
DnB Asset Management
29
DnB Asset Management
Norway
$288K +$99K +7,336 +52%
OC
30
Oppenheimer & Co
New York
$280K +$280K +20,777 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$270K -$454K -33,632 -63%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$259K -$4.23M -313,127 -94%
EGM
33
Engineers Gate Manager
New York
$253K +$253K +18,761 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$248K +$248K +18,354 New
CC
35
Corton Capital
Ontario, Canada
$236K +$236K +17,466 New
JFG
36
Jefferies Financial Group
New York
$232K +$54K +4,000 +30%
PWM
37
Prosperity Wealth Management
California
$232K +$232K +17,200 New
CL
38
Choreo LLC
Illinois
$229K +$229K +14,977 New
AFG
39
Atomi Financial Group
New York
$209K +$209K +15,474 New
CMI
40
Clare Market Investments
Texas
$205K +$205K +15,200 New
PEAK6
41
PEAK6
Illinois
$196K +$196K +14,485 New
Group One Trading
42
Group One Trading
Illinois
$182K -$460K -34,047 -72%
PCM
43
Prelude Capital Management
New York
$176K +$176K +13,000 New
SRL
44
Scientech Research LLC
New Jersey
$156K +$2.89K +214 +2%
CW
45
CreativeOne Wealth
Kansas
$156K +$156K +11,567 New
OWMIAS
46
One Wealth Management Investment & Advisory Services
Florida
$154K +$154K +11,380 New
Charles Schwab
47
Charles Schwab
California
$151K +$151K +11,183 New
BWP
48
Balboa Wealth Partners
Arizona
$150K +$150K +11,145 New
Wells Fargo
49
Wells Fargo
California
$147K +$109K +8,100 +294%
SI
50
Stephens Inc
Arkansas
$142K +$142K +10,550 New
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