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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, Q1 2023

Institutional positions in Sorrento Therapeutics, Inc. as of Mar 31, 2023. 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

SRNE is no longer listed, and 13F filings after Q4 2022 list far fewer holders. See Q4 2022

Institutional holders
34
−184 vs. Q4 2022
Shares held
4.40M
−194.2M (−97.8%) vs. Q4 2022
Total value
$1.58M
−$174.4M (−99.1%) vs. Q4 2022
New holders
5
3 more added
Sold out
189
7 more reduced

6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 34 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 heldQ1 2023: $1.58M
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, Q1 2023

Shares, value and share of portfolio for each institution holding Sorrento Therapeutics, Inc.; share changes are against Q4 2022.

Institutions holding SRNE in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Paloma Partners Management Co3,775,000$1.36M0.30%+3,775,000New
Oaktree Capital Management LPSuperinvestorOaktree Capital134,000$48.2K0.00%00.0%Unchanged
Oaktree Fund Advisors, LLC66,000$23.8K0.02%00.0%Unchanged
Crescent Grove Advisors, LLC60,000$21.6K0.00%+38,000+172.7%Added
Lattice Capital Management, LLC51,800$18.6K0.02%−11,400−18.0%Reduced
S&T Bank38,853$14.0K0.00%00.0%Unchanged
GoalVest Advisory LLC32,915$11.8K0.01%−18,725−36.3%Reduced
Houlihan Financial Resource Group, Ltd.30,000$11.0K0.01%00.0%Unchanged
Valeo Financial Advisors, LLC27,473$9.89K0.00%00.0%Unchanged
SlateStone Wealth, LLC21,433$8.00K0.00%00.0%Unchanged
Granite Bay Wealth Management, LLC22,520$8.00K0.01%+3,400+17.8%Added
KLCM Advisors, Inc.20,000$7.20K0.00%00.0%Unchanged
Modus Advisors, LLC19,706$7.09K0.00%00.0%Unchanged
Wedbush Securities Inc16,330$6.00K0.00%−1,970−10.8%Reduced
Huntington National Bank14,001$5.04K0.00%+10,000+249.9%Added
Werba Rubin Papier Wealth Management10,000$3.60K0.00%+10,000New
Tower Research Capital LLC (TRC)8,316$3.00K0.00%−5,176−38.4%Reduced
Credit Agricole S A7,000$2.52K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.6,650$2.39K0.00%00.0%Unchanged
Focused Wealth Management, Inc6,000$2.16K0.00%00.0%Unchanged
Baillie Gifford & Co3,711$1.34K0.00%00.0%Unchanged
Pacifica Partners Inc.3,500$1.29K0.00%00.0%Unchanged
Ogorek Anthony Joseph3,600$1.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,886$1.00K0.00%−200−6.5%Reduced
AlphaMark Advisors, LLC3,135$1.00K0.00%00.0%Unchanged
Hanson & Doremus Investment Management3,000$1.00K0.00%+3,000New
Steward Partners Investment Advisory, LLC2,000$7200.00%−2,500−55.6%Reduced
Accel Wealth Management1,500$5400.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1,451$5220.00%00.0%Unchanged
Russell Investments Group, Ltd.266$960.00%+266New
Trust Co of Vermont204$730.00%00.0%Unchanged
Proequities, Inc.25$90.00%+25New
JPMorgan Chase & Co1$00.00%−3,091,176−100.0%Reduced
Asset Dedication, LLC1,771$00.00%00.0%Unchanged
State Street Corp0$00.00%−50,637,571−100.0%Sold out
BlackRock Inc.0$00.00%−39,423,641−100.0%Sold out
Vanguard Group Inc0$00.00%−29,535,954−100.0%Sold out
Geode Capital Management, LLC0$00.00%−8,905,936−100.0%Sold out
B. Riley Financial, Inc.0$00.00%−5,216,250−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−5,106,072−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−4,394,415−100.0%Sold out
Northern Trust Corp0$00.00%−4,180,871−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−3,508,377−100.0%Sold out
Norges Bank0$00.00%−3,125,259−100.0%Sold out
Bank of America Corp0$00.00%−2,987,772−100.0%Sold out
Nuveen Asset Management, LLC0$00.00%−2,833,364−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−2,773,811−100.0%Sold out
UBS Group AG0$00.00%−2,383,825−100.0%Sold out
Barclays PLC0$00.00%−2,332,719−100.0%Sold out
Citigroup Inc0$00.00%−1,922,143−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−1,689,671−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−1,657,557−100.0%Sold out
Bank of New York Mellon Corp0$00.00%−1,538,421−100.0%Sold out
Swiss National Bank0$00.00%−1,086,400−100.0%Sold out
Wells Fargo & Company0$00.00%−1,039,799−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−1,034,729−100.0%Sold out
Morgan Stanley0$00.00%−1,022,825−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−914,286−100.0%Sold out
BNP Paribas Arbitrage, SA0$00.00%−812,820−100.0%Sold out
AXA S.A.0$00.00%−774,200−100.0%Sold out
Millennium Management LLC0$00.00%−741,995−100.0%Sold out
Jane Street Group, LLC0$00.00%−731,024−100.0%Sold out
Squarepoint Ops LLC0$00.00%−627,926−100.0%Sold out
Rhumbline Advisers0$00.00%−606,023−100.0%Sold out
California State Teachers Retirement System0$00.00%−574,893−100.0%Sold out
Wellspring Financial Advisors, LLC0$00.00%−483,551−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−451,542−100.0%Sold out
Credit Suisse AG0$00.00%−401,484−100.0%Sold out
XTX Topco Ltd0$00.00%−357,879−100.0%Sold out
Legal & General Group Plc0$00.00%−355,278−100.0%Sold out
Two Sigma Investments, LP0$00.00%−302,015−100.0%Sold out
Mayo Clinic0$00.00%−300,000−100.0%Sold out
Alliancebernstein L.P.0$00.00%−279,400−100.0%Sold out
UBS Asset Management Americas Inc0$00.00%−266,443−100.0%Sold out
New York State Common Retirement Fund0$00.00%−265,729−100.0%Sold out
New York Life Investment Management LLC0$00.00%−243,451−100.0%Sold out
MetLife Investment Management0$00.00%−242,594−100.0%Sold out
E Fund Management Co., Ltd.0$00.00%−223,808−100.0%Sold out
Raymond James & Associates0$00.00%−223,019−100.0%Sold out
American International Group, Inc.0$00.00%−218,199−100.0%Sold out
Price T Rowe Associates Inc0$00.00%−209,418−100.0%Sold out
Emfo, LLC0$00.00%−209,398−100.0%Sold out
Deutsche Bank AG0$00.00%−201,134−100.0%Sold out
Citadel Advisors LLC0$00.00%−200,096−100.0%Sold out
Voya Investment Management LLC0$00.00%−185,246−100.0%Sold out
Donald L. Hagan, LLC0$00.00%−169,514−100.0%Sold out
Alpine Global Management, LLC0$00.00%−162,912−100.0%Sold out
Invesco Ltd.0$00.00%−149,982−100.0%Sold out
Manufacturers Life Insurance Company, The0$00.00%−149,477−100.0%Sold out
Eudaimonia Advisors LLC0$00.00%−138,887−100.0%Sold out
Asset Management Resources, LLC0$00.00%−138,020−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−136,229−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−134,983−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−134,037−100.0%Sold out
Point72 Middle East FZE0$00.00%−130,765−100.0%Sold out
Arizona State Retirement System0$00.00%−126,966−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−125,062−100.0%Sold out
HSBC Holdings PLC0$00.00%−127,342−100.0%Sold out
Collective Family Office LLC0$00.00%−119,420−100.0%Sold out
ETF Managers Group, LLC0$00.00%−117,646−100.0%Sold out