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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, Q3 2021

Institutional positions in Sorrento Therapeutics, Inc. as of Sep 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
221
+13 vs. Q2 2021
Shares held
86.1M
+8.95M (+11.6%) vs. Q2 2021
Total value
$657.9M
−$89.7M (−12.0%) vs. Q2 2021
New holders
31
69 more added
Sold out
18
52 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 221 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 heldQ3 2021: $657.9M
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, Q3 2021

Shares, value and share of portfolio for each institution holding Sorrento Therapeutics, Inc.; share changes are against Q2 2021.

Institutions holding SRNE in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Banque Cantonale Vaudoise17,200$131.0K0.01%00.0%Unchanged
Keystone Financial Group17,150$131.0K0.02%+100+0.6%Added
National Asset Management, Inc.17,400$133.0K0.00%−3,918−18.4%Reduced
IHT Wealth Management, LLC17,493$133.0K0.01%−1,550−8.1%Reduced
IFG Advisory, LLC17,900$136.0K0.01%+17,900New
Spectrum Wealth Advisory Group, LLC18,093$138.0K0.14%00.0%Unchanged
Perigon Wealth Management, LLC18,200$139.0K0.01%+18,200New
Pictet Asset Management SA19,066$145.0K0.00%+19,066New
Laidlaw Wealth Management LLC19,180$146.0K0.04%+3,000+18.5%Added
Prudential Financial Inc19,550$149.0K0.00%+1,250+6.8%Added
Modus Advisors, LLC19,706$150.0K0.06%00.0%Unchanged
Algert Global LLC19,803$151.0K0.02%+19,803New
Salem Investment Counselors Inc20,000$153.0K0.01%00.0%Unchanged
Newbridge Financial Services Group, Inc.20,325$155.0K0.10%+2,275+12.6%Added
HighPoint Advisor Group LLC20,435$156.0K0.02%−500−2.4%Reduced
Ameritas Investment Partners, Inc.20,966$160.0K0.01%00.0%Unchanged
Merit Financial Group, LLC21,680$165.0K0.02%00.0%Unchanged
E Fund Management Co., Ltd.21,764$166.0K0.01%+21,764New
Crescent Grove Advisors, LLC22,000$168.0K0.02%+2,000+10.0%Added
Kestra Advisory Services, LLC21,990$168.0K0.00%+7,863+55.7%Added
Virtus ETF Advisers LLC22,465$171.0K0.08%−1,181−5.0%Reduced
Sheaff Brock Investment Advisors, LLC24,850$190.0K0.02%+4,400+21.5%Added
US Bancorp25,600$195.0K0.00%−240−0.9%Reduced
First Republic Investment Management, Inc.25,837$197.0K0.00%+25,837New
Connor, Clark & Lunn Investment Management Ltd.26,495$202.0K0.00%+26,495New
GFG Capital, LLC26,800$204.0K0.06%+26,800New
United Capital Management of KS, Inc.26,990$206.0K0.08%+6,025+28.7%Added
AQR Capital Management LLC28,930$221.0K0.00%−44,011−60.3%Reduced
Centaurus Financial, Inc.29,535$225.0K0.02%+4,100+16.1%Added
AXA S.A.29,800$227.0K0.00%+29,800New
Public Employees Retirement Association of Colorado33,397$255.0K0.00%00.0%Unchanged
HighTower Advisors, LLC33,543$255.0K0.00%+7,491+28.8%Added
STRS Ohio33,600$256.0K0.00%+28,900+614.9%Added
Victory Capital Management Inc34,236$261.0K0.00%−16,234−32.2%Reduced
Gsa Capital Partners LLP35,363$270.0K0.03%+35,363New
ProShare Advisors LLC35,603$272.0K0.00%−35,127−49.7%Reduced
Private Advisor Group, LLC36,800$281.0K0.00%−1,025−2.7%Reduced
Independent Financial Group, LLC38,000$289.9K0.03%+7,000+22.6%Added
S&T Bank38,853$296.0K0.05%00.0%Unchanged
Bridgewater Advisors Inc.39,500$301.0K0.08%+7,000+21.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)42,068$321.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas42,908$327.0K0.00%+13,597+46.4%Added
Donald L. Hagan, LLC42,929$328.0K0.19%+2,871+7.2%Added
Moloney Securities Asset Management, LLC43,200$330.0K0.06%+43,200New
Collective Family Office LLC44,203$337.0K0.14%+15,443+53.7%Added
Patriot Financial Group Insurance Agency, LLC46,652$356.0K0.06%+450+1.0%Added
Amalgamated Bank48,157$367.0K0.00%−2,069−4.1%Reduced
SlateStone Wealth, LLC49,733$379.0K0.09%00.0%Unchanged
BNP Paribas Arbitrage, SA50,276$383.6K0.00%+40,171+397.5%Added
Royal Bank of Canada51,109$390.0K0.00%+12,767+33.3%Added
Jane Street Group, LLC53,289$407.0K0.00%−4,463−7.7%Reduced
Handelsbanken Fonder AB61,300$468.0K0.00%00.0%Unchanged
HAP Trading, LLC61,523$469.0K0.03%+23,471+61.7%Added
Oaktree Fund Advisors, LLC66,000$503.0K48.93%00.0%Unchanged
ClariVest Asset Management LLC68,861$526.0K0.02%−2,368−3.3%Reduced
Metropolitan Life Insurance Co72,900$556.2K0.01%−519−0.7%Reduced
Arizona State Retirement System74,376$567.0K0.00%+1,986+2.7%Added
Cambridge Investment Research Advisors, Inc.84,344$644.0K0.00%−932−1.1%Reduced
Tower Research Capital LLC (TRC)84,744$647.0K0.02%+77,495+1,069.0%Added
MetLife Investment Management88,173$672.8K0.01%−10,163−10.3%Reduced
Commonwealth Equity Services, LLC89,262$681.0K0.00%+3,380+3.9%Added
Ameriprise Financial Inc93,824$716.0K0.00%+363+0.4%Added
Highland Capital Management Fund Advisors, L.P.100,000$763.0K0.13%+100,000New
Parametric Portfolio Associates LLC101,916$778.0K0.00%−39,223−27.8%Reduced
Price T Rowe Associates Inc101,973$778.0K0.00%−22,500−18.1%Reduced
Voya Investment Management LLC107,539$821.0K0.00%00.0%Unchanged
Avidian Wealth Solutions, LLC109,000$832.0K0.06%−400.0%Reduced
SG Americas Securities, LLC109,877$838.0K0.00%+97,200+766.7%Added
swisspartners Ltd.110,000$839.0K0.65%00.0%Unchanged
Principal Financial Group Inc110,712$845.0K0.00%+3,575+3.3%Added
LPL Financial LLC111,733$853.0K0.00%−2,578−2.3%Reduced
Invesco Ltd.120,343$919.0K0.00%+23,142+23.8%Added
Walleye Trading LLC128,365$979.0K0.02%+128,365New
Oaktree Capital Management LPSuperinvestorOaktree Capital134,000$1.02M0.01%00.0%Unchanged
Barclays PLC135,978$1.04M0.00%+93,676+221.4%Added
Manufacturers Life Insurance Company, The137,892$1.05M0.00%−9,858−6.7%Reduced
Heritage Wealth Management, LLC150,000$1.15M0.41%00.0%Unchanged
Raymond James & Associates151,757$1.16M0.00%+39,300+34.9%Added
American International Group, Inc.152,061$1.16M0.01%−705−0.5%Reduced
State Board of Administration of Florida Retirement System168,393$1.28M0.00%−45,229−21.2%Reduced
Advisor Group Holdings, Inc.184,826$1.40M0.00%−151−0.1%Reduced
New York State Common Retirement Fund184,737$1.41M0.00%−50,878−21.6%Reduced
Deutsche Bank AG196,221$1.50M0.00%+8,789+4.7%Added
Raymond James Financial Services Advisors, Inc.215,161$1.64M0.00%+24,907+13.1%Added
Citadel Advisors LLC228,055$1.74M0.00%+154,832+211.5%Added
Emfo, LLC233,008$1.78M1.57%−110,000−32.1%Reduced
Legal & General Group Plc240,671$1.84M0.00%+173,764+259.7%Added
Nisa Investment Advisors, LLC258,450$1.97M0.01%00.0%Unchanged
Mutual of America Capital Management LLC274,807$2.10M0.02%−3,959−1.4%Reduced
Bank of America Corp277,813$2.12M0.00%+4,451+1.6%Added
Credit Suisse AG281,314$2.15M0.00%−101,689−26.6%Reduced
First Trust Advisors LP282,917$2.16M0.00%+214,194+311.7%Added
Rhumbline Advisers298,752$2.28M0.00%+7,335+2.5%Added
UBS Asset Management Americas Inc301,898$2.30M0.00%−8,403−2.7%Reduced
State of New Jersey Common Pension Fund D319,131$2.44M0.01%+161,962+103.0%Added
State of Wisconsin Investment Board336,900$2.57M0.01%−40,900−10.8%Reduced
Citigroup Inc350,959$2.68M0.00%−218,421−38.4%Reduced
California State Teachers Retirement System372,698$2.84M0.00%−3,020−0.8%Reduced
Rafferty Asset Management, LLC393,440$3.00M0.02%+99,357+33.8%Added
Cormorant Asset Management, LP400,000$3.05M0.12%−100,000−20.0%Reduced