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Ocugen
OCGN

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: 116 → 122 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$20.9M
2
State Street
State Street
Massachusetts
+$20.4M
3
SCA
Southpoint Capital Advisors
New York
+$10.2M
4
Bank of America
Bank of America
North Carolina
+$8.02M
5
Rafferty Asset Management
Rafferty Asset Management
New York
+$4.15M

Top Sellers

Rank Fund Capital Flow
1
VCM
Valiant Capital Management
California
-$11.4M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.37M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$2.03M
4
Vontobel Holding
Vontobel Holding
Switzerland
-$1.24M
5
Geode Capital Management
Geode Capital Management
Massachusetts
-$623K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
101
PSI Advisors
Florida
$9K -$453 -60 -3%
PP
102
Pacifica Partners
Canada
$8K – – –
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.83K -$18.7K -2,475 -62%
BWA
104
BDO Wealth Advisors
Florida
$5K – – –
CCMW
105
Cypress Capital Management (Wyoming)
Wyoming
$5K +$944 +125 +14%
LSA
106
Leonteq Securities AG
Switzerland
$4.04K +$6.71K +888 New
IA
107
IFP Advisors
Florida
$3K – – –
SBL
108
Sargent Bickham Lagudis
Colorado
$3K +$4.53K +600 New
CTC
109
Central Trust Company
Missouri
$2K – – –
NSIM
110
North Star Investment Management
Illinois
$1K – – –
Fidelity Investments
111
Fidelity Investments
Massachusetts
$1K +$2.27K +300 +15,000%
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$546 – – –
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$428 -$8.2K -1,085 -1%
VCM
114
Valiant Capital Management
California
– -$11.4M -1,581,700 Closed
Vontobel Holding
115
Vontobel Holding
Switzerland
– -$1.24M -172,000 Closed
Mackenzie Financial
116
Mackenzie Financial
Ontario, Canada
– -$305K -42,419 Closed
Wolverine Trading
117
Wolverine Trading
Illinois
– -$223K -32,770 Closed
HT
118
HAP Trading
New York
– -$240K -31,801 Closed
RE
119
RBC Europe
United Kingdom
– -$180K -25,000 Closed
HighTower Advisors
120
HighTower Advisors
Illinois
– -$163K -23,025 Closed
Verition Fund Management
121
Verition Fund Management
Connecticut
– -$154K -21,402 Closed
CCP
122
Corient Capital Partners
California
– -$87K -12,080 Closed
Renaissance Technologies
123
Renaissance Technologies
New York
– -$81K -11,256 Closed
Man Group
124
Man Group
United Kingdom
– -$78K -10,949 Closed
CC
125
Centiva Capital
New York
– -$76K -10,608 Closed
2 3 4
5
6

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.