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Ocugen

122 hedge funds and large institutions have $291M invested in Ocugen in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 36 increasing their positions, 34 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

5% more funds holding

Funds holding: 116122 (+6)

4.35% more ownership

Funds ownership: 27.78%32.13% (+4.3%)

6% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 34

15% less call options, than puts

Call options by funds: $17.1M | Put options by funds: $20.1M

27% less capital invested

Capital invested by funds: $396M → $291M (-$106M)

Holders
122
Holders Change
+6
Holders Change %
+5.17%
% of All Funds
1.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
36
Reduced
34
Closed
28
Calls
$17.1M
Puts
$20.1M
Net Calls
-$2.96M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
76
Zurich Cantonal Bank
Switzerland
$95K
AGM
77
Alpine Global Management
New York
$89K +$148K +19,646 New
Osaic Holdings
78
Osaic Holdings
Arizona
$81K -$139K -18,448 -51%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$77K +$125K +16,488 New
BNP Paribas Asset Management
80
BNP Paribas Asset Management
France
$73K +$120K +15,939 New
GCP
81
GSA Capital Partners
United Kingdom
$72K +$119K +15,718 New
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$67K -$14.2K -1,885 -11%
AIP
83
Ameritas Investment Partners
Nebraska
$66K
PP
84
Paloma Partners
Connecticut
$66K +$110K +14,577 New
DAS
85
Dynamic Advisor Solutions
Arizona
$64K -$52.6K -6,970 -33%
Prudential Financial
86
Prudential Financial
New Jersey
$64K -$4.8K -635 -4%
FPAS
87
Focus Partners Advisor Solutions
Missouri
$64K +$106K +14,000 New
XT
88
XTX Topco
Cayman Islands
$63K +$105K +13,893 New
SAM
89
Shell Asset Management
Netherlands
$52K -$793 -105 -0.9%
Canada Life
90
Canada Life
Manitoba, Canada
$48K
EWM
91
EPG Wealth Management
Georgia
$46K -$9.44K -1,250 -11%
Nisa Investment Advisors
92
Nisa Investment Advisors
Missouri
$46K +$98.2K +13,000 New
Macquarie Group
93
Macquarie Group
Australia
$44K +$21K +2,776 +40%
A
94
Abingworth
United Kingdom
$32K
CG
95
Cutler Group
California
$30K +$27.9K +3,700 +128%
Russell Investments Group
96
Russell Investments Group
United Kingdom
$27K -$195K -25,833 -81%
Parallax Volatility Advisers
97
Parallax Volatility Advisers
California
$22K +$36.1K +4,776 New
KPCM
98
Kings Point Capital Management
New York
$20K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$17K +$28.3K +3,745 New
US Bancorp
100
US Bancorp
Minnesota
$13K +$13.6K +1,802 +174%

OCGN Hedge Fund Activity: Q4 2021 in Review

122 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q4 2021, worth a combined $291M — down 27% from $396M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OCGN positions and 28 closed out — a net gain of 6 holders — while 36 added to existing stakes and 34 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was Valiant Capital Management, exiting entirely with an estimated $11.4M sold.

  • 122 institutional investors held Ocugen (OCGN) as of Q4 2021, up from 116 in Q3 2021.
  • Funds reported $291M of Ocugen stock for Q4 2021, down 27% quarter-over-quarter.
  • 34 funds opened new Ocugen positions in Q4 2021 and 28 closed out, a net change of +6 holders.
  • The largest Ocugen buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest Ocugen seller in Q4 2021 was Valiant Capital Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2021.