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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 2022

Institutional positions in Sorrento Therapeutics, Inc. as of Sep 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
233
+7 vs. Q2 2022
Shares held
165.7M
+12.3M (+8.0%) vs. Q2 2022
Total value
$260.2M
−$48.2M (−15.6%) vs. Q2 2022
New holders
27
78 more added
Sold out
20
42 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 233 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 2022: $260.2M
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 2022

Shares, value and share of portfolio for each institution holding Sorrento Therapeutics, Inc.; share changes are against Q2 2022.

Institutions holding SRNE in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Verition Fund Management LLC21,971$34.0K0.00%00.0%Unchanged
Integrated Wealth Concepts LLC22,281$35.0K0.00%+1,200+5.7%Added
Jump Financial, LLC22,284$35.0K0.00%+22,284New
Keystone Financial Group22,650$36.0K0.01%00.0%Unchanged
Truist Financial Corp22,650$36.0K0.00%00.0%Unchanged
Prudential Financial Inc23,205$37.0K0.00%+420+1.8%Added
Front Street Capital Management, Inc.24,000$38.0K0.01%00.0%Unchanged
Cetera Advisor Networks LLC24,880$39.0K0.00%+2,425+10.8%Added
Mackenzie Financial Corp25,219$40.0K0.00%−811−3.1%Reduced
Valeo Financial Advisors, LLC26,473$42.0K0.00%+7,000+35.9%Added
Ameritas Investment Partners, Inc.28,515$44.0K0.00%00.0%Unchanged
Captrust Financial Advisors30,697$48.0K0.00%+28,504+1,299.8%Added
Stifel Financial Corp31,422$49.0K0.00%+9,750+45.0%Added
Acorn Wealth Advisors, LLC32,784$51.0K0.04%+574+1.8%Added
Public Employees Retirement Association of Colorado33,397$52.0K0.00%00.0%Unchanged
Investors Asset Management of Georgia Inc33,500$53.0K0.03%00.0%Unchanged
V Wealth Advisors LLC33,615$53.0K0.01%+33,615New
GoalVest Advisory LLC33,615$53.0K0.04%+33,615New
Mariner, LLC34,693$54.0K0.00%+34,693New
Balyasny Asset Management LLC36,094$57.0K0.00%−25,352−41.3%Reduced
Caption Management, LLC36,892$57.0K0.01%+36,892New
Natixis37,147$60.0K0.00%+22,147+147.6%Added
S&T Bank38,853$61.0K0.01%00.0%Unchanged
Centaurus Financial, Inc.40,255$63.0K0.01%00.0%Unchanged
SlateStone Wealth, LLC40,300$63.0K0.02%00.0%Unchanged
RMR Wealth Builders40,250$63.0K0.02%+15,750+64.3%Added
Two Sigma Securities, LLC40,816$64.0K0.01%00.0%Unchanged
Salvus Wealth Management, LLC40,911$64.0K0.06%00.0%Unchanged
ProShare Advisors LLC41,911$66.0K0.00%−801−1.9%Reduced
US Bancorp41,880$66.0K0.00%+4,846+13.1%Added
ExodusPoint Capital Management, LP44,233$69.0K0.00%+44,233New
HighTower Advisors, LLC46,012$72.0K0.00%−1,996−4.2%Reduced
Bank of Montreal34,813$73.0K0.00%−200,794−85.2%Reduced
Allspring Global Investments Holdings, LLC46,630$73.0K0.00%+46,624+777,066.7%Added
Independent Financial Group, LLC47,000$73.8K0.01%+3,000+6.8%Added
Gsa Capital Partners LLP47,595$75.0K0.01%+26,074+121.2%Added
World Equity Group, Inc.48,000$75.4K0.02%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)48,928$77.0K0.00%−154−0.3%Reduced
Amalgamated Bank50,084$79.0K0.00%+145+0.3%Added
Squarepoint Ops LLC50,844$80.0K0.00%+50,844New
Csenge Advisory Group51,456$81.0K0.01%00.0%Unchanged
Creative Planning52,683$83.0K0.00%+5,365+11.3%Added
SG Americas Securities, LLC53,722$84.0K0.00%−363,094−87.1%Reduced
Atria Wealth Solutions, Inc.53,600$84.2K0.00%−14,825−21.7%Reduced
Janus Henderson Group PLC54,763$86.0K0.00%+320+0.6%Added
Point72 Hong Kong Ltd57,149$90.0K0.01%+57,149New
Moors & Cabot, Inc.58,500$92.0K0.01%−3,000−4.9%Reduced
Lattice Capital Management, LLC63,200$99.0K0.16%00.0%Unchanged
Oaktree Fund Advisors, LLC66,000$103.0K0.16%00.0%Unchanged
Handelsbanken Fonder AB69,100$108.0K0.00%00.0%Unchanged
Virtus ETF Advisers LLC74,087$116.0K0.05%+540+0.7%Added
Engineers Gate Manager LP77,610$122.0K0.01%−70,123−47.5%Reduced
Goodman Advisory Group, LLC80,992$127.0K0.07%00.0%Unchanged
Dimensional Fund Advisors LP82,204$129.0K0.00%00.0%Unchanged
Principal Financial Group Inc83,526$131.0K0.00%+17,128+25.8%Added
Ameriprise Financial Inc96,507$152.0K0.00%−481−0.5%Reduced
State Board of Administration of Florida Retirement System98,694$155.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.100,053$157.0K0.00%+10,095+11.2%Added
Collective Family Office LLC105,920$166.0K0.08%+7,175+7.3%Added
Arizona State Retirement System105,696$166.0K0.00%+24,711+30.5%Added
swisspartners Ltd.110,000$173.0K0.18%00.0%Unchanged
LPL Financial LLC114,103$179.0K0.00%−2,447−2.1%Reduced
Advisor Group Holdings, Inc.120,069$190.0K0.00%−3,195−2.6%Reduced
Invesco Ltd.122,011$192.0K0.00%+3,519+3.0%Added
Teacher Retirement System of Texas127,215$200.0K0.00%+80,306+171.2%Added
HSBC Holdings PLC127,342$205.0K0.00%−33,391−20.8%Reduced
ETF Managers Group, LLC132,778$208.0K0.01%+9,896+8.1%Added
Oaktree Capital Management LPSuperinvestorOaktree Capital134,000$210.0K0.00%00.0%Unchanged
Asset Management Resources, LLC138,020$217.0K0.21%00.0%Unchanged
Eudaimonia Advisors LLC138,887$218.0K0.16%+7,700+5.9%Added
Manufacturers Life Insurance Company, The141,438$222.1K0.00%−3,126−2.2%Reduced
Raymond James Financial Services Advisors, Inc.144,483$227.0K0.00%+250+0.2%Added
Commonwealth Equity Services, LLC145,229$228.0K0.00%−20,488−12.4%Reduced
Simplex Trading, LLC147,289$231.0K0.01%−100,268−40.5%Reduced
Donald L. Hagan, LLC149,477$235.0K0.17%+60,739+68.4%Added
Voya Investment Management LLC150,244$235.9K0.00%+6,279+4.4%Added
Deutsche Bank AG164,808$259.0K0.00%−29,309−15.1%Reduced
American International Group, Inc.180,505$283.0K0.00%+2,550+1.4%Added
Price T Rowe Associates Inc193,237$304.0K0.00%+51,676+36.5%Added
MetLife Investment Management198,880$312.2K0.00%00.0%Unchanged
E Fund Management Co., Ltd.200,990$316.0K0.03%+4,717+2.4%Added
Tower Research Capital LLC (TRC)209,892$330.0K0.01%+134,712+179.2%Added
New York Life Investment Management LLC216,013$339.0K0.00%+15,867+7.9%Added
Emfo, LLC230,717$362.0K0.35%00.0%Unchanged
UBS Group AG234,638$369.0K0.00%−900,431−79.3%Reduced
Susquehanna Fundamental Investments, LLC246,001$386.0K0.01%+246,001New
Raymond James & Associates257,319$404.0K0.00%+101,500+65.1%Added
Virtu Financial LLC262,020$411.0K0.04%+58,357+28.7%Added
New York State Common Retirement Fund265,879$417.0K0.00%+1,204+0.5%Added
UBS Asset Management Americas Inc266,443$418.3K0.00%00.0%Unchanged
Alliancebernstein L.P.279,400$439.0K0.00%−40,700−12.7%Reduced
Victory Capital Management Inc281,357$442.0K0.00%+162,123+136.0%Added
Marshall Wace, LLP293,934$461.0K0.00%+293,934New
Two Sigma Investments, LP302,015$474.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board313,297$492.0K0.00%+409+0.1%Added
Qube Research & Technologies Ltd324,289$509.0K0.00%+276,396+577.1%Added
Legal & General Group Plc329,953$518.0K0.00%−16,028−4.6%Reduced
Schonfeld Strategic Advisors LLC378,068$593.0K0.00%+378,068New
AXA S.A.427,300$670.9K0.00%00.0%Unchanged
Millennium Management LLC437,805$687.0K0.00%+191,146+77.5%Added