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Sera Prognostics (SERA) Institutional Ownership

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$2.96 +0.02 (+0.82%)
As of 02:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for Sera Prognostics (NASDAQ:SERA)

Current
Institutional Ownership
Percentage
54.64%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$34.84M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.96M
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SERA Institutional Buying and Selling by Quarter

Sera Prognostics Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/29/2025 Bank of New York Mellon Corp135,582$499K0.0%+3.6%0.360%
4/16/2025 Wealth Enhancement Advisory Services LLC98,764$363K0.0%-37.4%0.262%
4/9/2025 Sanders Morris Harris LLC94,200$347K0.1%+4.0%0.250%
4/8/2025 Rhumbline Advisers39,970$147K0.0%+10.7%0.106%
3/17/2025 Wealth Enhancement Advisory Services LLC157,845$1.29M0.0%N/A0.467%
2/18/2025AWM Investment Company Inc.585,134$4.76M0.6%+12.2%1.733%
2/17/2025Squarepoint Ops LLC16,764$136K0.0%N/A0.050%
2/17/2025Millennium Management LLC70,747$576K0.0%N/A0.209%
2/17/2025Gotham Asset Management LLC11,752$96K0.0%N/A0.035%
2/17/2025Focus Partners Wealth12,523$102K0.0%N/A0.037%
2/17/2025Deutsche Bank AG35,358$288K0.0%+4,743.6%0.105%
2/17/2025Bridgeway Capital Management LLC87,805$715K0.0%-2.8%0.260%
2/17/2025Captrust Financial Advisors487,894$3.97M0.0%+2.2%1.445%
2/17/2025Bank of America Corp DE27,880$227K0.0%+38.9%0.083%
2/17/2025BNP Paribas Financial Markets3,449$28K0.0%N/A0.010%
2/14/2025Northern Trust Corp272,860$2.22M0.0%+11.8%0.808%
2/14/2025Price T Rowe Associates Inc. MD11,333$93K0.0%N/A0.034%
2/13/2025Walleye Capital LLC11,999$98K0.0%N/A0.036%
2/13/2025Barclays PLC44,722$364K0.0%+13.4%0.132%
2/13/2025Townsquare Capital LLC16,000$130K0.0%N/A0.047%
2/13/2025Invesco Ltd.13,708$112K0.0%-97.7%0.041%
2/13/2025Wells Fargo & Company MN13,192$107K0.0%+55.2%0.039%
2/12/2025Geode Capital Management LLC599,702$4.88M0.0%+2.2%1.776%
2/12/2025JPMorgan Chase & Co.775,871$6.32M0.0%-12.3%2.298%
2/6/2025Charles Schwab Investment Management Inc.81,228$661K0.0%+5.3%0.241%
1/30/2025 Rhumbline Advisers36,101$294K0.0%+10.6%0.107%
1/22/2025 Perigon Wealth Management LLC72,685$592K0.0%-9.4%0.215%
1/15/2025 Sanders Morris Harris LLC90,600$725K0.1%+165.7%0.268%
1/13/2025 Pallas Capital Advisors LLC13,851$113K0.0%N/A0.041%
12/26/2024JPMorgan Chase & Co.884,867$6.90M0.0%+7,357.8%2.620%
11/19/2024Barclays PLC39,450$308K0.0%+321.6%0.117%
11/16/2024Geode Capital Management LLC586,837$4.58M0.0%+8.9%1.759%
11/15/2024Barclays PLC39,450$308K0.0%+321.6%0.118%
11/15/2024Jane Street Group LLC14,225$111K0.0%+24.8%0.043%
11/15/2024State Street Corp425,093$3.32M0.0%+8.8%1.274%
11/14/2024MetLife Investment Management LLC17,254$135K0.0%+129.1%0.052%
11/7/2024Quest Partners LLC6,430$50K0.0%+533.5%0.019%
11/5/2024Prime Capital Investment Advisors LLC13,282$104K0.0%N/A0.040%
10/3/2024 SG Americas Securities LLC10,007$78K0.0%N/A0.030%
8/15/2024The Manufacturers Life Insurance Company11,427$68K0.0%N/A0.035%
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8/14/2024Marshall Wace LLP23,922$142K0.0%-40.5%0.073%
8/13/2024Ensign Peak Advisors Inc102,156$605K0.0%-14.9%0.313%
8/12/2024Resolute Capital Asset Partners LLC80,000$474K0.3%-54.3%0.245%
8/9/2024Renaissance Technologies LLC27,400$162K0.0%N/A0.084%
8/8/2024American Century Companies Inc.25,682$152K0.0%+12.7%0.079%
8/6/2024Ballentine Partners LLC49,664$294K0.0%N/A0.152%
8/6/2024Lake Street Advisors Group LLC24,292$144K0.0%N/A0.074%
8/1/2024 Rhumbline Advisers32,166$190K0.0%N/A0.099%
7/26/2024 Bank of New York Mellon Corp150,708$892K0.0%+100.2%0.462%
7/12/2024Twelve Points Wealth Management LLC43,388$257K0.1%N/A0.133%
7/12/2024 Sanders Morris Harris LLC34,800$206K0.0%+82.2%0.107%
5/17/2024RA Capital Management L.P.2,024,221$18.42M0.2%N/A6.242%
5/16/2024AWM Investment Company Inc.584,664$5.32M0.7%+56.0%1.803%
5/10/2024Vanguard Group Inc.896,163$8.16M0.0%-1.5%2.763%
5/7/2024 Marquette Asset Management LLC12,381$113K0.0%-61.5%0.038%
4/30/2024Commonwealth Equity Services LLC58,123$529K0.0%-17.7%0.179%
4/11/2024 Sanders Morris Harris LLC19,100$174K0.0%N/A0.059%
2/14/2024StepStone Group LP10,241$61K0.0%N/A0.033%
2/7/2024Vivo Capital LLC1,650,440$9.87M0.8%-11.1%5.266%
2/2/2024 Marquette Asset Management LLC32,139$192K0.0%-9.9%0.103%
2/2/2024 Acuitas Investments LLC121,258$725K0.4%-30.0%0.387%
2/1/2024CWM LLC40,524$242K0.0%N/A0.129%
1/29/2024 Perigon Wealth Management LLC85,185$509K0.0%N/A0.272%
1/23/2024 Vanderbilt University47,574$284K0.1%N/A0.152%
1/11/2024Resource Consulting Group Inc.44,234$265K0.0%N/A0.141%
10/13/2023 Sanders Morris Harris LLC445,105$828K0.2%+22.6%1.423%
10/5/2023 Sanders Morris Harris LLC445,105$828K0.3%+22.6%1.423%
7/28/2023 Marquette Asset Management LLC35,687$118K0.0%-29.4%0.115%
7/11/2023 Sanders Morris Harris LLC363,172$1.20M0.3%-16.8%1.170%
5/16/2023Baker BROS. Advisors LP1,789,000$6.85M0.0%+787.6%5.767%
5/11/2023Tucker Asset Management LLC11,827$45K0.0%N/A0.038%
5/4/2023 Requisite Capital Management LLC55,648$213K0.1%N/A0.179%
5/3/2023Riverview Capital Advisers LLC102,731$393K0.2%+5.7%0.331%
4/14/2023Resource Consulting Group Inc.46,734$179K0.0%N/A0.151%
4/13/2023HB Wealth Management LLC47,792$183K0.0%-13.6%0.154%
4/7/2023 Sanders Morris Harris LLC436,442$1.67M0.6%N/A1.407%
2/14/2023AWM Investment Company Inc.171,640$211K0.0%-28.7%0.553%
2/9/2023MAI Capital Management20,000$25K0.0%-59.6%0.064%
2/8/2023Prime Capital Investment Advisors LLC21,000$26K0.0%N/A0.068%
2/8/2023Riverview Capital Advisers LLC97,168$122K0.1%N/A0.313%
1/20/2023HB Wealth Management LLC55,287$70K0.0%N/A0.178%
1/12/2023 Marquette Asset Management LLC50,389$63K0.0%N/A0.162%
11/16/2022 Requisite Capital Management LLC55,648$89K0.0%N/A0.180%
11/15/2022Parian Global Management LP151,698$243K0.8%-78.9%0.491%
10/27/2022 Lesa Sroufe & Co16,506$26K0.0%N/A0.053%
10/7/2022 Sanders Morris Harris LLC1,389,573$2.22M0.5%+14.6%4.497%
8/16/2022Parian Global Management LP719,986$1.18M5.4%-22.5%2.330%
8/12/2022AWM Investment Company Inc.346,479$568K0.1%+18.8%1.121%
7/19/2022Commonwealth Equity Services LLC71,594$117K0.0%N/A0.232%
7/11/2022 Sanders Morris Harris LLC1,212,823$1.99M0.4%+92.3%3.925%
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5/6/2022 Aspiriant LLC16,472$62K0.0%N/A0.053%
5/4/2022OUP Management Co. LLC337,505$1.28M1.0%-47.4%1.092%
4/11/2022 Sanders Morris Harris LLC630,737$2.39M0.5%+9.8%2.153%
2/15/2022Skye Global Management LP376,000$2.58M0.0%+5.6%1.284%
2/14/2022Parian Global Management LP342,868$2.36M1.9%-68.1%1.170%
2/10/2022Fosun International Ltd554,148$3.81M0.2%N/A1.892%
2/3/2022OUP Management Co. LLC641,361$4.41M2.0%N/A2.189%
2/2/2022 Sanders Morris Harris LLC574,280$3.95M0.7%+0.4%1.960%
11/16/2021Squarepoint Ops LLC26,000$289K0.0%N/A0.089%
11/16/2021Bill & Melinda Gates Foundation779,814$8.70M2.5%N/A2.662%
(Data available from 1/1/2016 forward)

SERA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SERA shares?

During the previous two years, 55 institutional investors and hedge funds held shares of Sera Prognostics. The most heavily invested institutionals were RA Capital Management L.P. ($18.42M), Vivo Capital LLC ($9.87M), Vanguard Group Inc. ($8.16M), Baker BROS. Advisors LP ($6.85M), JPMorgan Chase & Co. ($6.32M), Geode Capital Management LLC ($4.88M), and AWM Investment Company Inc. ($4.76M).Learn more on SERA's institutional investors.

What percentage of Sera Prognostics stock is owned by institutional investors?

54.64% of Sera Prognostics stock is owned by institutional investors. Learn more on SERA's institutional investor holdings.

Which institutional investors have been buying Sera Prognostics stock?

Of the 45 institutional investors that purchased Sera Prognostics stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RA Capital Management L.P. ($2.02M), Baker BROS. Advisors LP ($1.59M), JPMorgan Chase & Co. ($873.00K), AWM Investment Company Inc. ($273.58K), Sanders Morris Harris LLC ($258.77K), Wealth Enhancement Advisory Services LLC ($157.85K), and Perigon Wealth Management LLC ($85.19K).

How much institutional buying is happening at Sera Prognostics?

Institutional investors have bought a total of 6,215,550 shares in the last 24 months. This purchase volume represents approximately $43.04M in transactions.

Which Sera Prognostics major shareholders have been selling company stock?

Of the 14 institutional investors that sold Sera Prognostics stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($578.49K), Vivo Capital LLC ($205.57K), JPMorgan Chase & Co. ($109.00K), Resolute Capital Asset Partners LLC ($95K), Sanders Morris Harris LLC ($73.27K), Wealth Enhancement Advisory Services LLC ($59.08K), and Acuitas Investments LLC ($51.94K).

How much institutional selling is happening at Sera Prognostics?

Institutional investors have sold a total of 1,280,435 shares in the last 24 months. This volume of shares sold represents approximately $8.93M in transactions.


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This page (NASDAQ:SERA) was last updated on 5/1/2025 by MarketBeat.com Staff
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