Sera Prognostics Ownership | Who Owns Sera Prognostics?

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Sera Prognostics Ownership Summary

Sera Prognostics is owned by 51.45% institutional investors, 12.58% insiders, and 35.96% retail investors. Baker bros. advisors lp is the largest institutional shareholder, holding 16.87% of SERA shares. iShares Russell 2000 ETF is the top mutual fund, with 2.07% of its assets in Sera Prognostics shares.

SERA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Sera Prognostics	51.45%	12.58%	35.96%
Sector	Healthcare Stocks	47.38%	7.99%	44.63%
Industry	Diagnostics & Research Stocks	47.68%	7.65%	44.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Baker bros. advisors lp	5.43M	16.87%	$32.17M
Ra capital management	3.03M	9.41%	$17.95M
Vivo capital	1.65M	5.12%	$9.77M
Blackrock	1.41M	4.38%	$8.35M
Vanguard group	1.11M	3.43%	$6.55M
Geode capital management	538.87K	1.67%	$3.19M
Awm investment company	521.31K	1.62%	$3.09M
Captrust financial advisors	477.20K	1.48%	$2.83M
State street	390.61K	1.21%	$2.31M
Morgan stanley	249.10K	0.77%	$1.47M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Vivo capital	1.65M	0.90%	$9.77M
Awm investment company	521.31K	0.42%	$3.09M
Baker bros. advisors lp	5.43M	0.41%	$32.17M
Ra capital management	3.03M	0.24%	$17.95M
Twelve points wealth management	43.39K	0.09%	$256.86K
Requisite capital management	55.65K	0.07%	$329.44K
Sanders morris harris	34.80K	0.03%	$206.02K
Perigon wealth management	85.19K	0.01%	$504.30K
Bridgeway capital management	86.11K	0.01%	$509.74K
Captrust financial advisors	477.20K	0.01%	$2.83M

Top Buyers

Holder	Shares	% Assets	Change
Blackrock	1.41M	0.00%	1.29M
Ra capital management	3.03M	0.24%	1.01M
Geode capital management	538.87K	0.00%	331.09K
State street	390.61K	0.00%	315.52K
Vanguard group	1.11M	0.00%	210.54K

Top Sellers

Holder	Shares	% Assets	Change
Invesco	13.32K	-	-608.51K
Millennium management	64.91K	0.00%	-224.55K
Susquehanna group, llp	10.57K	-	-145.53K
Jane street group	11.40K	-	-113.55K
Goldman sachs group	43.86K	-	-103.52K

New Positions

Holder	Shares	% Assets	Change	Value
Ballentine partners	49.66K	0.01%	49.66K	$294.01K
Twelve points wealth management	43.39K	0.09%	43.39K	$256.86K
Nuveen asset management	37.42K	0.00%	37.42K	$221.51K
Rhumbline advisers	32.17K	0.00%	32.17K	$190.42K
Wellington management group llp	27.68K	-	27.68K	$163.88K

Sold Out

Holder	Change
Federated hermes	-231.00
Macquarie group	-882.00
Entrypoint capital	-2.55K
Tower research capital llc (trc)	-3.61K
Marquette asset management	-12.38K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	67	28.85%	16,578,359	15.04%	51	2.41%	44	22.22%	14	100.00%
Mar 31, 2024	52	13.04%	14,411,098	31.39%	46	3.76%	36	-	7	-
Dec 31, 2023	46	76.92%	10,968,338	24.75%	35	4.38%	36	350.00%	7	40.00%
Sep 30, 2023	26	-18.75%	8,792,567	-6.92%	28	3.05%	8	14.29%	5	-28.57%
Jun 30, 2023	32	-5.88%	9,446,281	-0.13%	30	3.28%	7	-70.83%	7	250.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Russell 2000 ETF	697.62K	2.07%	-1.57K
Vanguard Total Stock Mkt Idx Inv	684.41K	2.05%	-
Invesco Dorsey Wright SmallCap Momt ETF	582.55K	1.75%	-
JPMorgan US Small Company L	341.52K	1.02%	77.62K
Fidelity Small Cap Index	283.08K	0.85%	-8.56K
Vanguard Institutional Extnd Mkt Idx Tr	279.22K	0.84%	-
iShares Russell 2000 Growth ETF	244.38K	0.72%	-
Fidelity Extended Market Index	142.52K	0.43%	19.13K
Vanguard Russell 2000 ETF	126.47K	0.38%	15.29K
State St Russell Sm Cap® Indx SL Cl I	122.90K	0.36%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 11, 2024	Mirza Mansoor Raza	-	Sell	$695.40
Nov 11, 2024	Lindgardt Zhenya	Chief Executive Officer	Sell	$88.39K
Nov 11, 2024	Kearney Paul	Chief Data Officer	Sell	$29.85K
Nov 11, 2024	Jackson Benjamin	General Counsel	Sell	$34.60K
Nov 11, 2024	Harrison Robert Gardner	Chief Information Officer	Sell	$34.60K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	8
2024 Q3	-	10
2024 Q2	-	9
2024 Q1	-	17
2023 Q4	-	2

SERA Ownership FAQ

Who Owns Sera Prognostics?

Sera Prognostics shareholders are primarily institutional investors at 51.45%, followed by 12.58% insiders and 35.97% retail investors. The average institutional ownership in Sera Prognostics's industry, Diagnostics & Research Stocks, is 47.68%, which Sera Prognostics exceeds.

Who owns the most shares of Sera Prognostics?

Sera Prognostics’s largest shareholders are Baker bros. advisors lp (5.43M shares, 16.87%), Ra capital management (3.03M shares, 9.41%), and Vivo capital (1.65M shares, 5.12%). Together, they hold 31.40% of Sera Prognostics’s total shares outstanding.

Does Blackrock own Sera Prognostics?

Yes, BlackRock owns 4.38% of Sera Prognostics, totaling 1.41M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 8.35M$. In the last quarter, BlackRock increased its holdings by 1.29M shares, a 1085.12% change.

Who is Sera Prognostics’s biggest shareholder by percentage of total assets invested?

Vivo capital is Sera Prognostics’s biggest shareholder by percentage of total assets invested, with 0.90% of its assets in 1.65M Sera Prognostics shares, valued at 9.77M$.

Who is the top mutual fund holder of Sera Prognostics shares?

iShares Russell 2000 ETF is the top mutual fund holder of Sera Prognostics shares, with 2.07% of its total shares outstanding invested in 697.62K Sera Prognostics shares.

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