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Ocugen
OCGN

103 hedge funds and large institutions have $53.2M invested in Ocugen in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $745K | Put options by funds: $525K

8% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 26

10% less funds holding

Funds holding: 114 → 103 (-11)

13.58% less ownership

Funds ownership: 41.14% → 27.55% (-14%)

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

55% less capital invested

Capital invested by funds: $117M → $53.2M (-$63.8M)

Holders
103
Holders Change
-11
Holders Change %
-9.65%
% of All Funds
1.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
28
Reduced
26
Closed
29
Calls
$745K
Puts
$525K
Net Calls
+$220K
Net Calls Change
-$1.09M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.16M
2
E
Ergoteles
New York
+$1.65M
3
Millennium Management
Millennium Management
New York
+$1.38M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$1.26M
5
HF
HRT Financial
New York
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$26.2M
2
Rafferty Asset Management
Rafferty Asset Management
New York
-$3.21M
3
Bank of America
Bank of America
North Carolina
-$2.6M
4
UBS Group
UBS Group
Switzerland
-$1.6M
5
Barclays
Barclays
United Kingdom
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MLICM
76
Metropolitan Life Insurance Company (MetLife)
New York
$10.2K -$1.09K -997 -8%
HighTower Advisors
77
HighTower Advisors
Illinois
$9K +$11.2K +10,300 New
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$6K -$1.24K -1,134 -13%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$5K – – –
US Bancorp
80
US Bancorp
Minnesota
$2.42K +$311 +285 +11%
CSB
81
City State Bank
Iowa
$2K – – –
BLC
82
Brown, Lisle/Cummings
Rhode Island
$1.71K +$2.18K +2,000 New
IA
83
IFP Advisors
Florida
$1.58K -$250 -229 -29%
PP
84
Pacifica Partners
Canada
$1.56K – – –
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$661 – – –
CTC
86
Central Trust Company
Missouri
$427 – – –
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$427 – – –
FFA
88
Farther Finance Advisors
California
$427 +$545 +500 New
SPIA
89
Steward Partners Investment Advisory
New York
$346 – – –
ASN
90
Advisory Services Network
Georgia
$315 +$109 +100 +37%
GWSA
91
Global Wealth Strategies & Associates
Colorado
$256 – – –
NSIM
92
North Star Investment Management
Illinois
$256 – – –
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$255 – – –
Russell Investments Group
94
Russell Investments Group
United Kingdom
$241 -$4.65K -4,262 -94%
CMA
95
Cedar Mountain Advisors
Oregon
$85 – – –
HI
96
Harbour Investments
Wisconsin
$85 – – –
VCM
97
Versant Capital Management
Arizona
$85 – – –
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$85 +$109 +100 New
NC
99
NewSquare Capital
Pennsylvania
$43 – – –
PFBT
100
Parkside Financial Bank & Trust
Missouri
$42 – – –
2 3
4
5 6

OCGN Hedge Fund Activity: Q1 2023 in Review

103 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q1 2023, worth a combined $53.2M — down 55% from $117M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of OCGN and 18 opened new positions — a net loss of 11 holders — while 26 trimmed existing stakes and 28 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.16M. The largest seller was State Street, cutting an estimated $26.2M.

  • 103 institutional investors held Ocugen (OCGN) as of Q1 2023, down from 114 in Q4 2022.
  • Funds reported $53.2M of Ocugen stock for Q1 2023, down 55% quarter-over-quarter.
  • 18 funds opened new Ocugen positions in Q1 2023 and 29 closed out, a net change of -11 holders.
  • The largest Ocugen buyer in Q1 2023 was Susquehanna International Group, an estimated $2.16M added.
  • The largest Ocugen seller in Q1 2023 was State Street, an estimated $26.2M sold.

Based on aggregated 13F filings for Q1 2023.