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SERA Institutional Ownership

Sera Prognostics, Inc.
1W: +1.5% 1M: +3.0% 3M: -1.0% YTD: -31.0% 1Y: -29.8% 3Y: +10.7% 5Y: -79.6%
$2.09
+0.05 (+2.45%)
 
Weekly Expected Move ±4.5%
$2 $2 $2 $2 $2
NASDAQ · Healthcare · Medical - Diagnostics & Research · Tech Score Neutral · Power 40 · $79.8M mcap · 27M float · 0.126% daily turnover · Short 39% of daily vol

Institutional Ownership — SERA

57
Institutional Holders
-10 vs prior quarter
0.0%
Ownership
+0.00pp
$31M
Total Invested
2
New Positions
10
Increased
23
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (69 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BAKER BROS. ADVISORS LP 5,498,170 $$11M — +0.0% 20Q SEC ↗
2 Whetstone Capital Advisors, LLC 3,306,889 $$7M — +0.0% 5Q SEC ↗
3 Aberdeen Group plc 2,753,525 $$6M +202,750 +7.9% 6Q SEC ↗
4 Vivo Capital, LLC 1,650,440 $$3M — +0.0% 20Q SEC ↗
5 VANGUARD CAPITAL MANAGEMENT LLC 1,297,792 $$3M +93,677 +7.8% 2Q SEC ↗
6 CAPTRUST FINANCIAL ADVISORS 535,755 $$1M -1,006 -0.2% 16Q SEC ↗
7 GEODE CAPITAL MANAGEMENT, LLC 348,967 $$729K -14,650 -4.0% 20Q SEC ↗
8 BlackRock, Inc. 221,369 $$463K +25,264 +12.9% 8Q SEC ↗
9 AWM Investment Company, Inc. 207,382 $$433K — +0.0% 11Q SEC ↗
10 VANGUARD FIDUCIARY TRUST CO 170,908 $$357K +1,247 +0.7% 2Q SEC ↗
11 STATE STREET CORP 124,792 $$261K — +0.0% 14Q SEC ↗
12 MILLENNIUM MANAGEMENT LLC 73,986 $$155K -17,518 -19.1% 7Q SEC ↗
13 Perigon Wealth Management, LLC 72,685 $$152K — +0.0% 11Q SEC ↗
14 NORTHERN TRUST CORP 68,595 $$143K -27,940 -28.9% 16Q SEC ↗
15 Bank of New York Mellon Corp 60,927 $$127K — +0.0% 14Q SEC ↗
16 BRIDGEWAY CAPITAL MANAGEMENT, LLC 55,705 $$116K +10,000 +21.9% 14Q SEC ↗
17 Requisite Capital Management, LLC 55,648 $$116K — +0.0% 14Q SEC ↗
18 MORGAN STANLEY 50,972 $$107K -54,045 -51.5% 20Q SEC ↗
19 Qube Research & Technologies Ltd 50,871 $$106K +30,954 +155.4% 5Q SEC ↗
20 Ballentine Partners, LLC 49,664 $$104K — +0.0% 9Q SEC ↗
21 Twelve Points Wealth Management LLC 43,388 $$91K — +0.0% 9Q SEC ↗
22 HighTower Advisors, LLC 42,234 $$88K — +0.0% 10Q SEC ↗
23 CITADEL ADVISORS LLC 41,411 $$87K -207,498 -83.4% 7Q SEC ↗
24 Catalyst Funds Management Pty Ltd 38,890 $$81K +15,326 +65.0% 2Q SEC ↗
25 GOLDMAN SACHS GROUP INC 32,541 $$68K +14,069 +76.2% 10Q SEC ↗
26 DIMENSIONAL FUND ADVISORS LP 29,499 $$62K +9,964 +51.0% 14Q SEC ↗
27 Birch Hill Investment Advisors LLC 27,293 $$57K — +0.0% 4Q SEC ↗
28 Cetera Investment Advisers 25,000 $$52K — +0.0% 3Q SEC ↗
29 XTX Topco Ltd 16,808 $$35K +317 +1.9% 2Q SEC ↗
30 TWO SIGMA INVESTMENTS, LP 16,221 $$34K -5,743 -26.1% 4Q SEC ↗
31 Riverview Capital Advisers, LLC 12,669 $$26K — +0.0% 5Q SEC ↗
32 Wagner Wealth Management, LLC 12,400 $$26K — +0.0% 5Q SEC ↗
33 Focus Partners Wealth 12,156 $$25K — +0.0% 7Q SEC ↗
34 UBS Group AG 11,309 $$24K -3,560 -23.9% 14Q SEC ↗
35 Vanguard Global Advisers, LLC 11,169 $$23K — +0.0% 2Q SEC ↗
36 Geneos Wealth Management Inc. 10,800 $$23K — +0.0% 4Q SEC ↗
37 WEALTH ENHANCEMENT ADVISORY SERVICES, 10,504 $$22K -54 -0.5% 3Q SEC ↗
38 BARCLAYS PLC 3,179 $$7K -28,788 -90.1% 9Q SEC ↗
39 FMR LLC 2,539 $$5K -4,034 -61.4% 8Q SEC ↗
40 CWM, LLC 1,003 $$2K -3 -0.3% 10Q SEC ↗
41 Global Retirement Partners, LLC NEW 1,000 $$2K — +0.0% 1Q SEC ↗
42 JPMORGAN CHASE & CO 222 $$0K — +0.0% 20Q SEC ↗
43 BNP PARIBAS FINANCIAL MARKETS 186 $$0K -50 -21.2% 7Q SEC ↗
44 NISA INVESTMENT ADVISORS, LLC 129 $$0K — +0.0% 8Q SEC ↗
45 Silicon Valley Capital Partners 57 $$0K — +0.0% 2Q SEC ↗
46 Caitong International Asset Management 4 $$0K — +0.0% 2Q SEC ↗
47 SBI Securities Co., Ltd. 4 $$0K -3 -42.9% 7Q SEC ↗
48 MERCER GLOBAL ADVISORS INC /ADV NEW 3 $$0K — +0.0% 1Q SEC ↗
49 Tower Research Capital LLC (TRC) 0 $$0K -945 -100.0% 1Q SEC ↗
50 Lido Advisors, LLC 0 $$0K -16,623 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
Biggest Increases (10)
HolderAddedChange %Total Shares
Aberdeen Group plc +202,750 +7.9% 2,753,525
VANGUARD CAPITAL MANAGEMENT LLC +93,677 +7.8% 1,297,792
Qube Research & Technologies Ltd +30,954 +155.4% 50,871
BlackRock, Inc. +25,264 +12.9% 221,369
Catalyst Funds Management Pty Ltd +15,326 +65.0% 38,890
GOLDMAN SACHS GROUP INC +14,069 +76.2% 32,541
BRIDGEWAY CAPITAL MANAGEMENT, LLC +10,000 +21.9% 55,705
DIMENSIONAL FUND ADVISORS LP +9,964 +51.0% 29,499
VANGUARD FIDUCIARY TRUST CO +1,247 +0.7% 170,908
XTX Topco Ltd +317 +1.9% 16,808
Biggest Decreases (14)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -207,498 -83.4% 41,411
MORGAN STANLEY -54,045 -51.5% 50,972
BARCLAYS PLC -28,788 -90.1% 3,179
NORTHERN TRUST CORP -27,940 -28.9% 68,595
MILLENNIUM MANAGEMENT LLC -17,518 -19.1% 73,986
GEODE CAPITAL MANAGEMENT, LLC -14,650 -4.0% 348,967
TWO SIGMA INVESTMENTS, LP -5,743 -26.1% 16,221
FMR LLC -4,034 -61.4% 2,539
UBS Group AG -3,560 -23.9% 11,309
CAPTRUST FINANCIAL ADVISORS -1,006 -0.2% 535,755
WEALTH ENHANCEMENT ADVISORY SERVICE -54 -0.5% 10,504
BNP PARIBAS FINANCIAL MARKETS -50 -21.2% 186
SBI Securities Co., Ltd. -3 -42.9% 4
CWM, LLC -3 -0.3% 1,003

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms