undamentalytics Newsletter

Serina Therapeutics, Inc.: which funds bought and sold

Institutions that bought and sold Serina Therapeutics shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 9 institutions that filed 13F reports for both quarters added to or opened positions in Serina Therapeutics, and 7 cut or closed them. Together they sold a net 66K shares, −4.5% on what they held at the start of the quarter. 3 opened a new position and 3 sold out entirely.

Bought, Q2 2026 9 institutions, 3 of them new holders Sold, Q2 2026 7 institutions, 3 of them sold out
Net change, all compared −66K shares (−4.5%)
Net change, active managers 0 shares (—), 0 bought, 0 sold

Buyers versus sellers

institutions compared, 28
Active managers and hedge funds 0 bought · 0 sold · 0
Index fund managers 2 bought · 2 sold · −46K
Other institutions 7 bought · 5 sold · −20K

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Northern Trust Corp Index funds +21K New position 21K $40,296
Vanguard Capital Management LLC Index funds +3,062 +1.9% 162K $314,664
Tower Research Capital LLC (TRC) +1,727 +204.9% 2,570 $4,986
UBS Group AG +1,342 +26840.0% 1,347 $2,613
Osaic Holdings, Inc. +1,001 +100.0% 2,002 $3,882
Barclays PLC +545 New position 545 $1,057
Morgan Stanley +6 +75.0% 14 $28
Wells Fargo & Company +5 +0.1% 3,611 $7,006
Jpmorgan Chase & Co +1 New position 1 $2

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds −56K −95.9% 2,378 $4,613
Jane Street Group, LLC −24K −61.1% 15K $29,962
Geode Capital Management, LLC Index funds −14K −21.5% 51K $98,955
Vanguard Global Advisers, LLC −368 Sold out 0 —
Caitong International Asset Management Co., Ltd −238 −6.0% 3,744 $7,263
Advisory Services Network, LLC −14 Sold out 0 —
Federation Des Caisses Desjardins Du Quebec −1 Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Northern Trust CorpIndex funds 21K $40,296
Barclays PLC 545 $1,057
Jpmorgan Chase & Co 1 $2

Sold out

largest by value

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
26
Ten largest holders
98.8%
of 13F-reported shares
Index fund managers
19.1%
of 13F-reported shares
Active managers and hedge funds
0.0%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 0 0 0 0 0 —
Index fund managers 2 2 1 0 −46K −14.6%
Other institutions 7 5 2 3 −20K −1.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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