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Sorrento Therapeutics, Inc.

SRNEDelisted Apr 12, 2023
Industry
Biological Products, (No Diagnostic Substances)
SEC CIK
0000850261

Sorrento Therapeutics, Inc. was delisted on Apr 12, 2023; its insiders filed their last Form 4 on Mar 20, 2023; 224 institutions reported holding it in 13F filings for Q4 2022, worth $180.7M in total; Oaktree Capital was the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in Sorrento Therapeutics, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
212
−18 vs. Q1 2021
Shares held
77.5M
−29.0K (0.0%) vs. Q1 2021
Total value
$750.9M
+$109.6M (+17.1%) vs. Q1 2021
New holders
30
71 more added
Sold out
48
55 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SRNE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 212 institutions
Q1 2021: 231 institutionsQ2 2021: 212 institutionsQ3 2021: 221 institutionsQ4 2021: 234 institutionsQ1 2022: 235 institutionsQ2 2022: 229 institutionsQ3 2022: 233 institutionsQ4 2022: 224 institutionsQ1 2023: 34 institutionsQ2 2023: 9 institutionsQ3 2023: 9 institutionsQ4 2023: 9 institutionsQ1 2024: 7 institutionsQ2 2024: 5 institutionsQ3 2024: 4 institutionsQ4 2024: 5 institutionsQ1 2025: 4 institutionsQ2 2025: 2 institutionsQ3 2025: 4 institutionsQ4 2025: 5 institutionsQ1 2026: 4 institutionsQ2 2026: 5 institutions
Value heldQ2 2021: $750.9M
Q1 2021: $641.4MQ2 2021: $750.9MQ3 2021: $657.9MQ4 2021: $432.2MQ1 2022: $301.7MQ2 2022: $308.5MQ3 2022: $260.2MQ4 2022: $180.7MQ1 2023: $1.58MQ2 2023: $26.1KQ3 2023: $6.42KQ4 2023: $13.9KQ1 2024: $704Q2 2024: $826Q3 2024: $287Q4 2024: $66Q1 2025: $4Q2 2025: $6Q3 2025: $20Q4 2025: $82Q1 2026: $380Q2 2026: $70
Institutions holding SRNE and their total value by quarter
QuarterHoldersValue
Q2 20265$70
Q1 20264$380
Q4 20255$82
Q3 20254$20
Q2 20252$6
Q1 20254$4
Q4 20245$66
Q3 20244$287
Q2 20245$826
Q1 20247$704
Q4 20239$13.9K
Q3 20239$6.42K
Q2 20239$26.1K
Q1 202334$1.58M
Q4 2022224$180.7M
Q3 2022233$260.2M
Q2 2022229$308.5M
Q1 2022235$301.7M
Q4 2021234$432.2M
Q3 2021221$657.9M
Q2 2021212$750.9M
Q1 2021231$641.4M

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Sorrento Therapeutics, Inc.; share changes are against Q1 2021.

Institutions holding SRNE in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
IHT Wealth Management, LLC19,043$185.0K0.01%00.0%Unchanged
Modus Advisors, LLC19,706$191.0K0.08%00.0%Unchanged
Integrated Wealth Concepts LLC19,791$192.0K0.01%+200+1.0%Added
QS Investors, LLC20,000$194.0K0.00%−200−1.0%Reduced
Salem Investment Counselors Inc20,000$194.0K0.01%00.0%Unchanged
Crescent Grove Advisors, LLC20,000$194.0K0.02%+20,000New
Sheaff Brock Investment Advisors, LLC20,450$198.0K0.02%+2,850+16.2%Added
HighPoint Advisor Group LLC20,935$203.0K0.02%−3,900−15.7%Reduced
Ameritas Investment Partners, Inc.20,966$203.0K0.01%00.0%Unchanged
United Capital Management of KS, Inc.20,965$203.0K0.08%+20,965New
Cubist Systematic Strategies, LLC21,028$204.0K0.00%+21,028New
National Asset Management, Inc.21,318$207.0K0.01%−14,750−40.9%Reduced
Merit Financial Group, LLC21,680$210.0K0.02%+1,000+4.8%Added
Creative Planning22,704$220.0K0.00%−51,874−69.6%Reduced
Virtus ETF Advisers LLC23,646$229.0K0.09%−16,454−41.0%Reduced
Centaurus Financial, Inc.25,435$246.0K0.02%00.0%Unchanged
US Bancorp25,840$251.0K0.00%+2,350+10.0%Added
HighTower Advisors, LLC26,052$252.0K0.00%−9,225−26.2%Reduced
Massachusetts Financial Services Co26,973$261.0K0.00%−75,344−73.6%Reduced
Collective Family Office LLC28,760$279.0K0.12%+6,075+26.8%Added
Teacher Retirement System of Texas29,311$284.0K0.00%+4,378+17.6%Added
Stratos Wealth Partners, LTD.29,780$289.0K0.01%−175−0.6%Reduced
Independent Financial Group, LLC31,000$300.4K0.03%+17,000+121.4%Added
Bridgewater Advisors Inc.32,500$315.0K0.10%+32,500New
Public Employees Retirement Association of Colorado33,397$324.0K0.00%00.0%Unchanged
Truist Financial Corp36,701$355.0K0.00%+4,600+14.3%Added
Private Advisor Group, LLC37,825$367.0K0.00%+9,668+34.3%Added
HAP Trading, LLC38,052$369.0K0.02%−16,406−30.1%Reduced
Royal Bank of Canada38,342$372.0K0.00%+615+1.6%Added
S&T Bank38,853$376.0K0.06%00.0%Unchanged
Donald L. Hagan, LLC40,058$388.0K0.23%+3,935+10.9%Added
Rathbone Brothers plc40,784$395.0K0.00%−1,700−4.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)42,068$408.0K0.00%+817+2.0%Added
Barclays PLC42,302$410.0K0.00%−167,596−79.8%Reduced
Squarepoint Ops LLC44,314$429.0K0.00%−287,078−86.6%Reduced
Patriot Financial Group Insurance Agency, LLC46,202$448.0K0.08%+24,050+108.6%Added
Y-Intercept (Hong Kong) Ltd49,546$480.0K0.12%+49,546New
SlateStone Wealth, LLC49,733$482.0K0.11%00.0%Unchanged
Amalgamated Bank50,226$487.0K0.00%+14,592+40.9%Added
Victory Capital Management Inc50,470$489.0K0.00%+2,398+5.0%Added
Jane Street Group, LLC57,752$559.0K0.00%−154,849−72.8%Reduced
Handelsbanken Fonder AB61,300$594.0K0.00%+16,800+37.8%Added
Oaktree Fund Advisors, LLC66,000$640.0K60.89%+66,000New
Legal & General Group Plc66,907$649.0K0.00%+6,544+10.8%Added
First Trust Advisors LP68,723$666.0K0.00%+68,723New
ProShare Advisors LLC70,730$685.0K0.00%+3,844+5.7%Added
ClariVest Asset Management LLC71,229$691.0K0.02%−58,835−45.2%Reduced
Arizona State Retirement System72,390$701.0K0.01%+7,330+11.3%Added
AQR Capital Management LLC72,941$707.0K0.00%−65,343−47.3%Reduced
Citadel Advisors LLC73,223$710.0K0.00%−503,355−87.3%Reduced
Metropolitan Life Insurance Co73,419$711.4K0.01%+5,803+8.6%Added
ExodusPoint Capital Management, LP76,327$740.0K0.01%+76,327New
Sante Capital Fund, LP80,414$779.0K0.32%+80,414New
Cambridge Investment Research Advisors, Inc.85,276$826.0K0.00%−2,750−3.1%Reduced
Commonwealth Equity Services, LLC85,882$832.0K0.00%+11,445+15.4%Added
Ameriprise Financial Inc93,461$881.0K0.00%+11,895+14.6%Added
Invesco Ltd.97,201$942.0K0.00%+34,463+54.9%Added
MetLife Investment Management98,336$952.9K0.01%+15,247+18.4%Added
Principal Financial Group Inc107,137$1.04M0.00%−3,212−2.9%Reduced
Voya Investment Management LLC107,539$1.04M0.00%−2,029−1.9%Reduced
Avidian Wealth Solutions, LLC109,040$1.06M0.08%−81,000−42.6%Reduced
swisspartners Ltd.110,000$1.07M0.76%00.0%Unchanged
Raymond James & Associates112,457$1.09M0.00%+26,186+30.4%Added
LPL Financial LLC114,311$1.11M0.00%+14,167+14.1%Added
Price T Rowe Associates Inc124,473$1.21M0.00%+13,989+12.7%Added
Hancock Whitney Corp125,000$1.21M0.04%00.0%Unchanged
Oaktree Capital Management LPSuperinvestorOaktree Capital134,000$1.30M0.02%−186,000−58.1%Reduced
Parametric Portfolio Associates LLC141,139$1.37M0.00%+8,251+6.2%Added
Manufacturers Life Insurance Company, The147,750$1.43M0.00%+12,296+9.1%Added
Heritage Wealth Management, LLC150,000$1.45M0.55%00.0%Unchanged
American International Group, Inc.152,766$1.48M0.01%+6,887+4.7%Added
UBS Group AG155,609$1.51M0.00%−139,713−47.3%Reduced
State of New Jersey Common Pension Fund D157,169$1.52M0.00%00.0%Unchanged
Millennium Management LLC171,293$1.66M0.00%−218,169−56.0%Reduced
Advisor Group Holdings, Inc.184,977$1.80M0.00%−47,223−20.3%Reduced
Deutsche Bank AG187,432$1.81M0.00%+1,376+0.7%Added
Raymond James Financial Services Advisors, Inc.190,254$1.84M0.00%+10,918+6.1%Added
State Board of Administration of Florida Retirement System213,622$2.07M0.00%+126,229+144.4%Added
New York State Common Retirement Fund235,615$2.28M0.00%+20,515+9.5%Added
Nisa Investment Advisors, LLC258,450$2.50M0.02%+250,000+2,958.6%Added
Bank of America Corp273,362$2.65M0.00%−147,820−35.1%Reduced
Mutual of America Capital Management LLC278,766$2.70M0.03%−11,997−4.1%Reduced
Rhumbline Advisers291,417$2.82M0.00%+8,903+3.2%Added
Rafferty Asset Management, LLC294,083$2.85M0.02%−30,980−9.5%Reduced
Mayo Clinic300,000$2.91M3.21%−339,842−53.1%Reduced
UBS Asset Management Americas Inc310,301$3.01M0.00%+81,402+35.6%Added
Alliancebernstein L.P.325,800$3.16M0.00%00.0%Unchanged
Capital Fund Management S.A.329,434$3.19M0.09%+329,434New
Emfo, LLC343,008$3.32M2.91%+343,008New
California State Teachers Retirement System375,718$3.64M0.00%−1,704−0.5%Reduced
State of Wisconsin Investment Board377,800$3.66M0.01%+8,000+2.2%Added
Credit Suisse AG383,003$3.71M0.00%+190,582+99.0%Added
Cormorant Asset Management, LP500,000$4.84M0.19%−2,250,000−81.8%Reduced
Citigroup Inc569,380$5.52M0.00%+86,314+17.9%Added
Goldman Sachs Group Inc577,743$5.60M0.00%−79,630−12.1%Reduced
Swiss National Bank587,000$5.69M0.00%+76,400+15.0%Added
Mirae Asset Global Investments Co., Ltd.632,659$6.13M0.02%+126,084+24.9%Added
Wells Fargo & Company826,533$8.01M0.00%+29,683+3.7%Added
Schroder Investment Management Group857,297$8.31M0.01%+426,059+98.8%Added
Morgan Stanley913,309$8.85M0.00%+107,324+13.3%Added