Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sera Prognostics Inc (SERA)

45 + Investors. Track Smart Money conviction in SERA. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -8
Streak
3Q ▼
Buyers last Q
37%

Smart Money Signals — SERA

Based on 46 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their SERA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🔻

Below peak — only 62% of 3.0Y high

62% of all-time peak
Only 46 funds hold SERA today versus a peak of 74 funds at 2024 Q4 — just 62% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.
📉

Outflows — 19% fewer funds vs a year ago

fund count last 6Q
11 fewer hedge funds hold SERA compared to a year ago (-19% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🔴

Heavy selling pressure — only 37% buying

14 buying24 selling
Last quarter: 24 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 13 → 6 → 11 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 28% medium 20% new
24 out of 46 hedge funds have held SERA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

13 → 13 → 6 → 11 → 3 new funds/Q
New funds entering each quarter: 13 → 6 → 11 → 3. SERA is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 54% veterans vs 26% newcomers

54% veterans 20% 1-2yr 26% new
Entry-cohort mix of 46 holders: 25 (54%) are 2+ year veterans, 9 entered 1–2 years ago, and 12 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
16 of 46 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.2
out of 10
Low Exit Risk
Exit risk score 2.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SERA

In 2026 Q2, 14 hedge funds were net buyers of SERA (3 opened a new position, 11 added to an existing one), while 24 reduced or exited (13 trimmed, 11 sold completely) — a 37% buyer ratio, indicating net institutional distribution. This extends a 3-quarter selling streak, suggesting sustained institutional caution. Net fund flow last quarter: -8 funds (more exits than new entries). Total institutional holders: 46.

Hedge Fund Ownership: SERA

How many hedge funds hold SERA — quarterly history vs. share price
Quarterly hedge fund ownership of SERA vs. share price

Market Analysis: SERA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SERA

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: SERA
45 + Investors

Track Smart Money conviction in SERA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 45 54 -16.67%
13F Shares 17M 20M -14.98%
Total Value $31M $40M -23.35%
New Positions 3 11 -8
Increased Positions 10 5 +5
Closed Positions 12 13 -1
Reduced Positions 13 17 -4
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SERA

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Financial Highlights

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Institutional Holders (2026 Q2)

45 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SERA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SERA holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Whetstone Capital Advisors, LLC 1.58% 3,306,889 $6.0M
2 Vivo Capital, LLC 0.27% 1,650,440 $3.0M
3 Baker BROS. Advisors LP 0.05% 5,498,170 $10.0M
4 AWM Investment Company, Inc. 0.03% 207,382 $377K
5 Requisite Capital Management, LLC 0.02% 55,648 $101K
6 Twelve Points Wealth Management LLC 0.02% 43,388 $79K
7 Aberdeen Group plc 0.01% 2,753,525 $5.0M
8 Riverview Capital Advisers, LLC 0.01% 12,669 $23K
9 Wagner Wealth Management, LLC 0.00% 12,400 $23K
10 Catalyst Funds Management Pty Ltd 0.00% 38,890 $71K
11 Perigon Wealth Management, LLC 0.00% 72,685 $132K
12 Birch Hill Investment Advisors LLC 0.00% 27,293 $50K
13 Bridgeway Capital Management, LLC 0.00% 55,705 $101K
14 Captrust Financial Advisors 0.00% 535,755 $975K
15 Ballentine Partners, LLC 0.00% 49,664 $90K
16 Geneos Wealth Management Inc. 0.00% 10,800 $20K
17 XTX Topco Ltd 0.00% 16,808 $31K
18 Qube Research & Technologies Ltd 0.00% 50,871 $93K
19 HighTower Advisors, LLC 0.00% 42,234 $77K
20 Vanguard Fiduciary Trust Co 0.00% 170,908 $311K
21 Vanguard Capital Management LLC 0.00% 1,297,792 $2.4M
22 Millennium Management LLC 0.00% 73,986 $135K
23 Cetera Investment Advisers 0.00% 25,000 $46K
24 Wealth Enhancement Advisory Services, LLC 0.00% 10,504 $21K
25 Global Retirement Partners, LLC 0.00% 1,000 $2K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sera Prognostics Inc (SERA)

What does the Smart Money Trend signal show for SERA?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their SERA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SERA?

Heavy selling pressure — only 37% buying: Last quarter: 24 funds sold vs only 14 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for SERA holders?

Smaller funds dominant — 6% AUM from top-100: 16 of 46 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held SERA?

52% of holders stayed for 2+ years: 24 out of 46 hedge funds have held SERA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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