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Ocugen
OCGN

78 hedge funds and large institutions have $13.2M invested in Ocugen in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $291K | Put options by funds: $88K

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

6.13% less ownership

Funds ownership: 19% → 12.87% (-6.1%)

19% less funds holding

Funds holding: 96 → 78 (-18)

50% less capital invested

Capital invested by funds: $26.5M → $13.2M (-$13.3M)

78% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 23

Holders
78
Holders Change
-18
Holders Change %
-18.75%
% of All Funds
1.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
20
Reduced
22
Closed
23
Calls
$291K
Puts
$88K
Net Calls
+$203K
Net Calls Change
+$16K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$73.9K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$58.9K
3
Two Sigma Investments
Two Sigma Investments
New York
+$39.6K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$31K
5
ZIM
Zacks Investment Management
Illinois
+$27.4K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$1.43M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$1.36M
3
Renaissance Technologies
Renaissance Technologies
New York
-$765K
4
Millennium Management
Millennium Management
New York
-$687K
5
LM
Luminus Management
Texas
-$670K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$4K – – –
RFA
52
Resurgent Financial Advisors
Georgia
$4K – – –
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.84K -$3.67K -7,435 -44%
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$3K -$25 -50 -0.7%
Federated Hermes
55
Federated Hermes
Pennsylvania
$2.15K – – –
TRCT
56
Tower Research Capital (TRC)
New York
$1.77K -$3.17K -6,410 -59%
CSB
57
City State Bank
Iowa
$1K – – –
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1K +$89 +180 +10%
EWA
59
EverSource Wealth Advisors
Alabama
$978 +$1.21K +2,444 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$400 +$309 +626 +167%
Citigroup
61
Citigroup
New York
$298 -$75 -151 -17%
CTC
62
Central Trust Company
Missouri
$200 – – –
FFA
63
Farther Finance Advisors
California
$200 – – –
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$200 – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$200 +$197 +400 +400%
SPIA
66
Steward Partners Investment Advisory
New York
$162 – – –
Toronto Dominion Bank
67
Toronto Dominion Bank
Ontario, Canada
$134 – – –
NA
68
NewEdge Advisors
Louisiana
$127 +$157 +317 New
GWSA
69
Global Wealth Strategies & Associates
Colorado
$120 – – –
NSIM
70
North Star Investment Management
Illinois
$120 – – –
National Bank of Canada
71
National Bank of Canada
Quebec, Canada
$119 – – –
CMA
72
Cedar Mountain Advisors
Oregon
$40 – – –
HI
73
Harbour Investments
Wisconsin
$40 – – –
VCM
74
Versant Capital Management
Arizona
$40 – – –
PFBT
75
Parkside Financial Bank & Trust
Missouri
$20 – – –
1 2
3
4

OCGN Hedge Fund Activity: Q3 2023 in Review

78 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q3 2023, worth a combined $13.2M — down 50% from $26.5M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of OCGN and 5 opened new positions — a net loss of 18 holders — while 22 trimmed existing stakes and 20 added.

The largest buyer was Fidelity Investments, adding an estimated $73.9K. The largest seller was JP Morgan Chase, cutting an estimated $1.43M.

  • 78 institutional investors held Ocugen (OCGN) as of Q3 2023, down from 96 in Q2 2023.
  • Funds reported $13.2M of Ocugen stock for Q3 2023, down 50% quarter-over-quarter.
  • 5 funds opened new Ocugen positions in Q3 2023 and 23 closed out, a net change of -18 holders.
  • The largest Ocugen buyer in Q3 2023 was Fidelity Investments, an estimated $73.9K added.
  • The largest Ocugen seller in Q3 2023 was JP Morgan Chase, an estimated $1.43M sold.

Based on aggregated 13F filings for Q3 2023.