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Ocugen

81 hedge funds and large institutions have $54M invested in Ocugen in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 24 increasing their positions, 7 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more capital invested

Capital invested by funds: $15.3M → $54M (+$38.7M)

243% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 7

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

77% more call options, than puts

Call options by funds: $1.33M | Put options by funds: $750K

19% more funds holding

Funds holding: 6881 (+13)

2.5% more ownership

Funds ownership: 10.35%12.85% (+2.5%)

Holders
81
Holders Change
+13
Holders Change %
+19.12%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
24
Reduced
7
Closed
14
Calls
$1.33M
Puts
$750K
Net Calls
+$576K
Net Calls Change
+$301K
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
51
Wedmont Private Capital
Pennsylvania
$25.2K
PIA
52
Perennial Investment Advisors
California
$24.6K
SI
53
Symmetry Investments
Jersey
$24.6K +$12.6K +15,000 New
TRCT
54
Tower Research Capital (TRC)
New York
$24.1K +$12K +14,272 +3,568%
UBS Group
55
UBS Group
Switzerland
$23.3K +$8.7K +10,379 +273%
Tudor Investment Corp
56
Tudor Investment Corp
Connecticut
$22.9K
G
57
Gainplan
Michigan
$22.9K +$11.7K +13,960 New
RG
58
Retirement Group
California
$21.5K +$2.68K +3,200 +32%
William Blair & Company
59
William Blair & Company
Illinois
$21.2K +$10.9K +12,954 New
HIP
60
HUB Investment Partners
Texas
$18K +$9.19K +10,964 New
CCG
61
Capital CS Group
California
$16.4K
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$15.7K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$14K +$5.16K +6,156 +283%
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$12K
Wells Fargo
65
Wells Fargo
California
$11.5K -$3.2K -3,818 -35%
SC
66
SouthState Corp
Florida
$11.5K +$5.87K +7,000 New
EWA
67
EverSource Wealth Advisors
Alabama
$1.65K
CTC
68
Central Trust Company
Missouri
$820
BTI
69
Blue Trust Inc
Georgia
$820 +$419 +500 New
SPIA
70
Steward Partners Investment Advisory
New York
$664
Citadel Advisors
71
Citadel Advisors
Florida
$551 +$282 +336 New
NA
72
NewEdge Advisors
Louisiana
$520
GWSA
73
Global Wealth Strategies & Associates
Colorado
$492
NSIM
74
North Star Investment Management
Illinois
$492
HI
75
Harbour Investments
Wisconsin
$492 +$168 +200 +200%

OCGN Hedge Fund Activity: Q1 2024 in Review

81 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q1 2024, worth a combined $54M — up 254% from $15.3M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OCGN positions and 14 closed out — a net gain of 13 holders — while 24 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.19M. The largest seller was Luminus Management, exiting entirely with an estimated $935K sold.

  • 81 institutional investors held Ocugen (OCGN) as of Q1 2024, up from 68 in Q4 2023.
  • Funds reported $54M of Ocugen stock for Q1 2024, up 254% quarter-over-quarter.
  • 27 funds opened new Ocugen positions in Q1 2024 and 14 closed out, a net change of +13 holders.
  • The largest Ocugen buyer in Q1 2024 was Goldman Sachs, an estimated $2.19M added.
  • The largest Ocugen seller in Q1 2024 was Luminus Management, an estimated $935K sold.

Based on aggregated 13F filings for Q1 2024.