We are live on ! Find out more
OCGN icon

Ocugen
OCGN

96 hedge funds and large institutions have $26.5M invested in Ocugen in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 10 increasing their positions, 30 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $387K | Put options by funds: $200K

7% less funds holding

Funds holding: 103 → 96 (-7)

8.55% less ownership

Funds ownership: 27.55% → 19% (-8.5%)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

50% less capital invested

Capital invested by funds: $53.2M → $26.5M (-$26.8M)

67% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 30

Holders
96
Holders Change
-7
Holders Change %
-6.8%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
10
Reduced
30
Closed
36
Calls
$387K
Puts
$200K
Net Calls
+$187K
Net Calls Change
-$33K

Top Buyers

Rank Fund Capital Flow
1
LM
Luminus Management
Texas
+$2.62M
2
GC
GMT Capital
Georgia
+$2.51M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$1.6M
4
Millennium Management
Millennium Management
New York
+$1.12M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$700K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$7.18M
2
State Street
State Street
Massachusetts
-$3.36M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.15M
4
Northern Trust
Northern Trust
Illinois
-$913K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$881K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$301 – – –
CTC
77
Central Trust Company
Missouri
$272 – – –
FFA
78
Farther Finance Advisors
California
$272 – – –
FDCDDQ
79
Federation des caisses Desjardins du Quebec
Quebec, Canada
$272 – – –
SPIA
80
Steward Partners Investment Advisory
New York
$220 – – –
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$203 -$257 -401 -52%
GWSA
82
Global Wealth Strategies & Associates
Colorado
$163 – – –
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$163 – – –
NSIM
84
North Star Investment Management
Illinois
$163 – – –
CMA
85
Cedar Mountain Advisors
Oregon
$54 – – –
HI
86
Harbour Investments
Wisconsin
$54 – – –
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$54 – – –
VCM
88
Versant Capital Management
Arizona
$54 – – –
KFI
89
Key Financial Inc
Pennsylvania
$46 +$54 +84 New
NC
90
NewSquare Capital
Pennsylvania
$27 – – –
PFBT
91
Parkside Financial Bank & Trust
Missouri
$27 – – –
MFT
92
Moisand Fitzgerald Tamayo
Florida
$6 – – –
NMG
93
New Millennium Group
Utah
$5 – – –
PA
94
PSI Advisors
Florida
$1 +$1 +1 New
N
95
Nuveen
North Carolina
– -$573K -672,249 Closed
AllianceBernstein
96
AllianceBernstein
Tennessee
– -$253K -296,900 Closed
CC
97
Centiva Capital
New York
– -$202K -237,500 Closed
ECM
98
ExodusPoint Capital Management
New York
– -$179K -209,442 Closed
Deutsche Bank
99
Deutsche Bank
Germany
– -$145K -169,930 Closed
Mitsubishi UFJ Asset Management
100
Mitsubishi UFJ Asset Management
Japan
– -$144K -168,523 Closed
2 3
4
5 6

OCGN Hedge Fund Activity: Q2 2023 in Review

96 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q2 2023, worth a combined $26.5M — down 50% from $53.2M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of OCGN and 30 opened new positions — a net loss of 6 holders — while 30 trimmed existing stakes and 10 added.

The largest buyer was Luminus Management, opening a new position worth an estimated $2.62M. The largest seller was BlackRock, cutting an estimated $7.18M.

  • 96 institutional investors held Ocugen (OCGN) as of Q2 2023, down from 103 in Q1 2023.
  • Funds reported $26.5M of Ocugen stock for Q2 2023, down 50% quarter-over-quarter.
  • 30 funds opened new Ocugen positions in Q2 2023 and 36 closed out, a net change of -6 holders.
  • The largest Ocugen buyer in Q2 2023 was Luminus Management, an estimated $2.62M added.
  • The largest Ocugen seller in Q2 2023 was BlackRock, an estimated $7.18M sold.

Based on aggregated 13F filings for Q2 2023.