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Ocugen
OCGN

43 hedge funds and large institutions have $26.6M invested in Ocugen in 2020 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 8 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 3

519% more capital invested

Capital invested by funds: $4.3M → $26.6M (+$22.3M)

126% more funds holding

Funds holding: 19 → 43 (+24)

60% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 5

1.27% less ownership

Funds ownership: 10.24% → 8.96% (-1.3%)

Holders
43
Holders Change
+24
Holders Change %
+126.32%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
8
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$789K
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$323K
3
Squarepoint
Squarepoint
New York
+$164K
4
Jane Street
Jane Street
New York
+$145K
5
AGM
Alpine Global Management
New York
+$143K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$1.35M
2
WG
Winton Group
United Kingdom
-$100K
3
UBS Group
UBS Group
Switzerland
-$38.7K
4
JP Morgan Chase
JP Morgan Chase
New York
-$31.5K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
26
Arkadios Wealth Advisors
Georgia
$18K +$4.82K +10,000 New
EWM
27
EPG Wealth Management
Georgia
$18K +$4.82K +10,000 New
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
A
29
Abingworth
United Kingdom
$13K – – –
Wells Fargo
30
Wells Fargo
California
$10K +$2.28K +4,727 +571%
RG
31
Retirement Group
California
$6K +$2.17K +4,500 +180%
JPLA
32
Joseph P. Lucia & Associates
New York
$5K +$1.26K +2,624 New
HFA
33
Hoover Financial Advisors
Pennsylvania
$2K +$386 +800 New
BSG
34
Black Swift Group
Colorado
$2K +$482 +1,000 New
CMA
35
Cedar Mountain Advisors
Oregon
$2K +$482 +1,000 New
NSIM
36
North Star Investment Management
Illinois
$1K -$337 -700 -50%
NFG
37
Next Financial Group
Texas
$1K +$241 +500 New
IA
38
IFP Advisors
Florida
$1K +$364 +755 New
UBS Group
39
UBS Group
Switzerland
– -$38.7K -80,212 -100%
JP Morgan Chase
40
JP Morgan Chase
New York
– -$31.5K -65,279 -100%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
– -$7K -22,032 Closed
PIMG
42
Patriot Investment Management Group
Tennessee
– -$6K -20,000 Closed
JC
43
JBF Capital
Colorado
– -$1K -16 Closed
SIAG
44
Safeguard Investment Advisory Group
California
– +$12 +25 New
HWA
45
HHM Wealth Advisors
Tennessee
– +$14 +30 New
CFA
46
Carroll Financial Associates
North Carolina
– +$60 +125 New
1
2

OCGN Hedge Fund Activity: Q4 2020 in Review

43 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q4 2020, worth a combined $26.6M — up 519% from $4.3M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OCGN positions and 3 closed out — a net gain of 24 holders — while 8 added to existing stakes and 5 trimmed.

The largest buyer was Vanguard Group, adding an estimated $789K. The largest seller was BlackRock, cutting an estimated $1.35M.

  • 43 institutional investors held Ocugen (OCGN) as of Q4 2020, up from 19 in Q3 2020.
  • Funds reported $26.6M of Ocugen stock for Q4 2020, up 519% quarter-over-quarter.
  • 27 funds opened new Ocugen positions in Q4 2020 and 3 closed out, a net change of +24 holders.
  • The largest Ocugen buyer in Q4 2020 was Vanguard Group, an estimated $789K added.
  • The largest Ocugen seller in Q4 2020 was BlackRock, an estimated $1.35M sold.

Based on aggregated 13F filings for Q4 2020.