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Ocugen
OCGN

68 hedge funds and large institutions have $15.3M invested in Ocugen in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $392K | Put options by funds: $117K

16% more capital invested

Capital invested by funds: $13.2M → $15.3M (+$2.06M)

2.52% less ownership

Funds ownership: 12.87% → 10.35% (-2.5%)

13% less funds holding

Funds holding: 78 → 68 (-10)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

48% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 21

Holders
68
Holders Change
-10
Holders Change %
-12.82%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
16
Reduced
19
Closed
21
Calls
$392K
Puts
$117K
Net Calls
+$275K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
Group One Trading
Group One Trading
Illinois
+$135K
2
Morgan Stanley
Morgan Stanley
New York
+$125K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$45.8K
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$37.3K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$27.4K

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$1.45M
2
Millennium Management
Millennium Management
New York
-$486K
3
LM
Luminus Management
Texas
-$439K
4
Renaissance Technologies
Renaissance Technologies
New York
-$271K
5
Jane Street
Jane Street
New York
-$72.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$1K +$44 +110 +5%
EWA
52
EverSource Wealth Advisors
Alabama
$719 -$479 -1,194 -49%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$397 +$123 +307 +102%
CTC
54
Central Trust Company
Missouri
$288 – – –
SPIA
55
Steward Partners Investment Advisory
New York
$233 – – –
TRCT
56
Tower Research Capital (TRC)
New York
$230 -$1.61K -4,029 -91%
VL
57
Vima LLC
Michigan
$210 +$146 +365 New
NA
58
NewEdge Advisors
Louisiana
$182 – – –
GWSA
59
Global Wealth Strategies & Associates
Colorado
$173 – – –
NSIM
60
North Star Investment Management
Illinois
$172 – – –
ASN
61
Advisory Services Network
Georgia
$155 +$108 +270 New
Citigroup
62
Citigroup
New York
$94 -$233 -581 -78%
CMA
63
Cedar Mountain Advisors
Oregon
$58 – – –
HI
64
Harbour Investments
Wisconsin
$58 – – –
VCM
65
Versant Capital Management
Arizona
$58 – – –
PFBT
66
Parkside Financial Bank & Trust
Missouri
$29 – – –
PA
67
PSI Advisors
Florida
$1 – – –
JFGIW
68
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1 – +1 New
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
– -$55.6K -139,025 Closed
Invesco
70
Invesco
Georgia
– -$30.7K -76,797 Closed
ZIM
71
Zacks Investment Management
Illinois
– -$22.2K -55,481 Closed
BCM
72
Bayesian Capital Management
New York
– -$19.1K -47,700 Closed
VF
73
Virtu Financial
New York
– -$14K -36,232 Closed
Point72 Asset Management
74
Point72 Asset Management
Connecticut
– -$13.7K -34,341 Closed
Mariner
75
Mariner
Kansas
– -$11.8K -29,605 Closed
1 2
3
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OCGN Hedge Fund Activity: Q4 2023 in Review

68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q4 2023, worth a combined $15.3M — up 16% from $13.2M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of OCGN and 11 opened new positions — a net loss of 10 holders — while 19 trimmed existing stakes and 16 added.

The largest buyer was Group One Trading, adding an estimated $135K. The largest seller was GMT Capital, cutting an estimated $1.45M.

  • 68 institutional investors held Ocugen (OCGN) as of Q4 2023, down from 78 in Q3 2023.
  • Funds reported $15.3M of Ocugen stock for Q4 2023, up 16% quarter-over-quarter.
  • 11 funds opened new Ocugen positions in Q4 2023 and 21 closed out, a net change of -10 holders.
  • The largest Ocugen buyer in Q4 2023 was Group One Trading, an estimated $135K added.
  • The largest Ocugen seller in Q4 2023 was GMT Capital, an estimated $1.45M sold.

Based on aggregated 13F filings for Q4 2023.