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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 2022

Institutional positions in Sorrento Therapeutics, Inc. as of Jun 30, 2022. 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
229
+1 vs. Q1 2022
Shares held
153.5M
+24.4M (+18.9%) vs. Q1 2022
Total value
$308.5M
+$8.18M (+2.7%) vs. Q1 2022
New holders
27
78 more added
Sold out
26
47 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 229 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 2022: $308.5M
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 2022

Shares, value and share of portfolio for each institution holding Sorrento Therapeutics, Inc.; share changes are against Q1 2022.

Institutions holding SRNE in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
STRS Ohio20,100$40.0K0.00%00.0%Unchanged
IFG Advisory, LLC20,000$40.0K0.00%00.0%Unchanged
Modus Advisors, LLC19,706$40.0K0.02%00.0%Unchanged
Spire Wealth Management20,000$40.0K0.00%+5,000+33.3%Added
Xponance, Inc.20,288$41.0K0.00%+6,088+42.9%Added
Integrated Wealth Concepts LLC21,081$42.0K0.00%+3,000+16.6%Added
Gsa Capital Partners LLP21,521$43.0K0.01%−299,608−93.3%Reduced
Stifel Financial Corp21,672$44.0K0.00%00.0%Unchanged
FMR LLC21,987$44.0K0.00%+16,396+293.3%Added
Verition Fund Management LLC21,971$44.0K0.00%+21,971New
Prudential Financial Inc22,785$45.0K0.00%+3,670+19.2%Added
Cetera Advisor Networks LLC22,455$45.0K0.00%+3,800+20.4%Added
Truist Financial Corp22,650$45.0K0.00%+22,650New
United Capital Management of KS, Inc.23,015$46.0K0.02%−6,375−21.7%Reduced
Keystone Financial Group22,650$46.0K0.01%+2,500+12.4%Added
Metropolitan Life Insurance Co23,082$46.4K0.00%+3,901+20.3%Added
Front Street Capital Management, Inc.24,000$48.0K0.01%00.0%Unchanged
RMR Wealth Builders24,500$49.0K0.01%+24,500New
HighPoint Advisor Group LLC20,035$51.0K0.01%+20,035New
Mackenzie Financial Corp26,030$52.0K0.00%+8,900+52.0%Added
Ameritas Investment Partners, Inc.28,515$57.0K0.00%+5,426+23.5%Added
Acorn Wealth Advisors, LLC32,210$65.0K0.05%+8,192+34.1%Added
Public Employees Retirement Association of Colorado33,397$67.0K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc33,500$67.0K0.03%+6,000+21.8%Added
US Bancorp37,034$74.0K0.00%−4,776−11.4%Reduced
S&T Bank38,853$78.0K0.01%00.0%Unchanged
Lazard Asset Management LLC39,498$79.0K0.00%+39,498New
Centaurus Financial, Inc.40,255$81.0K0.01%00.0%Unchanged
SlateStone Wealth, LLC40,300$81.0K0.02%00.0%Unchanged
Two Sigma Securities, LLC40,816$82.0K0.01%+40,816New
Salvus Wealth Management, LLC40,911$82.0K0.07%+40,911New
ProShare Advisors LLC42,712$86.0K0.00%−13,302−23.7%Reduced
Independent Financial Group, LLC44,000$88.4K0.01%00.0%Unchanged
Teacher Retirement System of Texas46,909$94.0K0.00%−12,501−21.0%Reduced
Creative Planning47,318$95.0K0.00%+8,880+23.1%Added
Qube Research & Technologies Ltd47,893$96.0K0.00%−251,614−84.0%Reduced
HighTower Advisors, LLC48,008$96.0K0.00%+12,000+33.3%Added
World Equity Group, Inc.48,000$96.5K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)49,082$99.0K0.00%−1,492−3.0%Reduced
Amalgamated Bank49,939$100.0K0.00%+2,519+5.3%Added
Csenge Advisory Group51,456$103.0K0.01%+51,456New
Janus Henderson Group PLC54,443$110.0K0.00%+220+0.4%Added
Moors & Cabot, Inc.61,500$124.0K0.01%−1,000−1.6%Reduced
Balyasny Asset Management LLC61,446$124.0K0.00%+61,446New
Oaktree Fund Advisors, LLC66,000$132.0K0.23%+16,000+32.0%Added
Principal Financial Group Inc66,398$133.0K0.00%−19,266−22.5%Reduced
Atria Wealth Solutions, Inc.68,425$138.0K0.00%+41,750+156.5%Added
Handelsbanken Fonder AB69,100$139.0K0.00%00.0%Unchanged
Virtus ETF Advisers LLC73,547$148.0K0.05%+48,120+189.2%Added
Tower Research Capital LLC (TRC)75,180$151.0K0.00%−48,986−39.5%Reduced
Goodman Advisory Group, LLC80,992$163.0K0.07%−4,600−5.4%Reduced
Arizona State Retirement System80,985$163.0K0.00%+2,318+2.9%Added
Dimensional Fund Advisors LP82,204$165.0K0.00%+82,204New
Lattice Capital Management, LLC63,200$174.0K0.32%00.0%Unchanged
Donald L. Hagan, LLC88,738$178.0K0.11%+1,804+2.1%Added
BNP Paribas Arbitrage, SA88,871$178.6K0.00%+63,976+257.0%Added
Cambridge Investment Research Advisors, Inc.89,958$181.0K0.00%+2,556+2.9%Added
Ameriprise Financial Inc96,988$195.0K0.00%+21,397+28.3%Added
XTX Topco Ltd97,095$195.0K0.08%+77,843+404.3%Added
State Board of Administration of Florida Retirement System98,694$198.0K0.00%+100.0%Added
Collective Family Office LLC98,745$198.0K0.09%+11,735+13.5%Added
swisspartners Ltd.110,000$228.0K0.22%00.0%Unchanged
LPL Financial LLC116,550$234.0K0.00%+8,146+7.5%Added
Invesco Ltd.118,492$238.0K0.00%−4,701−3.8%Reduced
Victory Capital Management Inc119,234$240.0K0.00%−141,128−54.2%Reduced
ETF Managers Group, LLC122,882$245.0K0.01%+27,465+28.8%Added
Advisor Group Holdings, Inc.123,264$250.0K0.00%−7,138−5.5%Reduced
Eudaimonia Advisors LLC131,187$264.0K0.18%+10,787+9.0%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital134,000$269.0K0.00%−16,000−10.7%Reduced
Asset Management Resources, LLC138,020$277.0K0.24%+4,000+3.0%Added
Price T Rowe Associates Inc141,561$285.0K0.00%+10,846+8.3%Added
Voya Investment Management LLC143,965$289.0K0.00%+29,510+25.8%Added
Raymond James Financial Services Advisors, Inc.144,233$290.0K0.00%−16,962−10.5%Reduced
Manufacturers Life Insurance Company, The144,564$290.6K0.00%+28,906+25.0%Added
Engineers Gate Manager LP147,733$297.0K0.01%+41,854+39.5%Added
Raymond James & Associates155,819$313.0K0.00%−11,006−6.6%Reduced
HSBC Holdings PLC160,733$326.0K0.00%+129,234+410.3%Added
Commonwealth Equity Services, LLC165,717$333.0K0.00%+9,415+6.0%Added
Barclays PLC166,620$335.0K0.00%+115,761+227.6%Added
American International Group, Inc.177,955$358.0K0.00%+29,634+20.0%Added
Quantbot Technologies LP183,907$369.0K0.03%−21,493−10.5%Reduced
Deutsche Bank AG194,117$390.0K0.00%+9,508+5.2%Added
E Fund Management Co., Ltd.196,273$395.0K0.04%+73,225+59.5%Added
MetLife Investment Management198,880$399.7K0.00%+80,929+68.6%Added
New York Life Investment Management LLC200,146$402.0K0.00%+200,146New
Virtu Financial LLC203,663$409.0K0.03%+203,663New
Wellspring Financial Advisors, LLC205,761$414.0K0.14%+205,761New
Emfo, LLC230,717$464.0K0.47%00.0%Unchanged
Bank of Montreal235,607$492.0K0.00%+178,716+314.1%Added
Millennium Management LLC246,659$496.0K0.00%+246,659New
Simplex Trading, LLC247,557$497.0K0.02%+168,853+214.5%Added
New York State Common Retirement Fund264,675$532.0K0.00%+63,674+31.7%Added
UBS Asset Management Americas Inc266,443$535.5K0.00%+10,100+3.9%Added
Credit Suisse AG284,803$573.0K0.00%−219−0.1%Reduced
Two Sigma Investments, LP302,015$607.0K0.00%−786,685−72.3%Reduced
State of Wisconsin Investment Board312,888$629.0K0.00%−24,012−7.1%Reduced
Alliancebernstein L.P.320,100$643.0K0.00%00.0%Unchanged
Legal & General Group Plc345,981$696.0K0.00%+77,177+28.7%Added
California State Teachers Retirement System415,926$836.0K0.00%+37,033+9.8%Added
SG Americas Securities, LLC416,816$838.0K0.01%+416,816New