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Ocugen
OCGN

82 hedge funds and large institutions have $167M invested in Ocugen in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more capital invested

Capital invested by funds: $26.6M → $167M (+$141M)

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

91% more funds holding

Funds holding: 43 → 82 (+39)

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

4.14% more ownership

Funds ownership: 8.96% → 13.1% (+4.1%)

22% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $23.8M

Holders
82
Holders Change
+39
Holders Change %
+90.7%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
52
Increased
15
Reduced
11
Closed
13
Calls
$18.7M
Puts
$23.8M
Net Calls
-$5.14M
Net Calls Change
-$5.14M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$33.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$8.95M
3
BlackRock
BlackRock
New York
+$7.96M
4
Citadel Advisors
Citadel Advisors
Florida
+$5.28M
5
HF
HRT Financial
New York
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.45M
2
Jane Street
Jane Street
New York
-$1.54M
3
Squarepoint
Squarepoint
New York
-$1.51M
4
AGM
Alpine Global Management
New York
-$543K
5
WG
Winton Group
United Kingdom
-$301K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$276K +$54.4K +8,180 +25%
DIM
27
DC Investments Management
Virginia
$241K +$236K +35,469 New
PIMG
28
Patriot Investment Management Group
Tennessee
$215K +$211K +31,666 New
PPA
29
Parametric Portfolio Associates
Washington
$206K +$202K +30,388 New
Victory Capital Management
30
Victory Capital Management
Texas
$195K +$23.1K +3,473 +14%
Ameriprise
31
Ameriprise
Minnesota
$168K +$165K +24,758 New
Morgan Stanley
32
Morgan Stanley
New York
$162K -$273K -40,992 -63%
CS
33
Credit Suisse
Switzerland
$144K +$141K +21,225 New
LDFR
34
Lehman & Derafelo Financial Resources
Pennsylvania
$143K +$140K +21,000 New
ER
35
Enlightenment Research
Florida
$98K +$95.8K +14,400 New
HH
36
Hilltop Holdings
Texas
$98K +$96.4K +14,500 New
XT
37
XTX Topco
Cayman Islands
$96K +$94.2K +14,165 New
EFM
38
E Fund Management
China
$94K +$92.2K +13,866 New
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$84K +$81.8K +12,300 New
Creative Planning
40
Creative Planning
Kansas
$82K +$80.5K +12,109 New
GAM
41
Gotham Asset Management
New York
$81K +$79.4K +11,940 New
AWA
42
Arkadios Wealth Advisors
Georgia
$76K +$8.31K +1,250 +13%
EWM
43
EPG Wealth Management
Georgia
$76K +$8.31K +1,250 +13%
SC
44
Savant Capital
Illinois
$75K +$73.1K +11,000 New
Capstone Investment Advisors
45
Capstone Investment Advisors
New York
$74K +$72.2K +10,853 New
APA
46
American Portfolios Advisors
New York
$67.9K +$66.5K +10,000 New
CG
47
Cutler Group
California
$63K +$62.1K +9,336 New
Pacer Advisors
48
Pacer Advisors
Pennsylvania
$53K +$51.9K +7,800 New
A
49
Abingworth
United Kingdom
$48K – – –
RG
50
Retirement Group
California
$41K -$6.65K -1,000 -14%
1
2
3 4

OCGN Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q1 2021, worth a combined $167M — up 529% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OCGN positions and 13 closed out — a net gain of 39 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was State Street, adding an estimated $33.4M. The largest seller was Vanguard Group, cutting an estimated $6.45M.

  • 82 institutional investors held Ocugen (OCGN) as of Q1 2021, up from 43 in Q4 2020.
  • Funds reported $167M of Ocugen stock for Q1 2021, up 529% quarter-over-quarter.
  • 52 funds opened new Ocugen positions in Q1 2021 and 13 closed out, a net change of +39 holders.
  • The largest Ocugen buyer in Q1 2021 was State Street, an estimated $33.4M added.
  • The largest Ocugen seller in Q1 2021 was Vanguard Group, an estimated $6.45M sold.

Based on aggregated 13F filings for Q1 2021.