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Ocugen
OCGN

129 hedge funds and large institutions have $455M invested in Ocugen in 2021 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 22

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

172% more capital invested

Capital invested by funds: $167M → $455M (+$287M)

57% more funds holding

Funds holding: 82 → 129 (+47)

15.52% more ownership

Funds ownership: 13.1% → 28.63% (+16%)

15% less call options, than puts

Call options by funds: $77M | Put options by funds: $90.9M

Holders
129
Holders Change
+47
Holders Change %
+57.32%
% of All Funds
2.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
70
Increased
34
Reduced
12
Closed
22
Calls
$77M
Puts
$90.9M
Net Calls
-$13.9M
Net Calls Change
-$8.79M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80.3M
2
State Street
State Street
Massachusetts
+$49.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$20.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$19.3M
5
VCM
Valiant Capital Management
California
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$4.89M
2
HF
HRT Financial
New York
-$3.88M
3
CSS
Cubist Systematic Strategies
Connecticut
-$1.45M
4
EMG
ETF Managers Group
New Jersey
-$1.17M
5
LCM
Lakewood Capital Management
New York
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
126
ETF Managers Group
New Jersey
– -$1.17M -172,751 Closed
LCM
127
Lakewood Capital Management
New York
– -$1.09M -161,000 Closed
Schroder Investment Management Group
128
Schroder Investment Management Group
United Kingdom
– -$886K -130,478 Closed
LP
129
LMR Partners
United Kingdom
– -$772K -113,689 Closed
DIM
130
DC Investments Management
Virginia
– -$241K -35,469 Closed
HH
131
Hilltop Holdings
Texas
– -$98K -14,500 Closed
Creative Planning
132
Creative Planning
Kansas
– -$82K -12,109 Closed
GAM
133
Gotham Asset Management
New York
– -$81K -11,940 Closed
Capstone Investment Advisors
134
Capstone Investment Advisors
New York
– -$74K -10,853 Closed
Pacer Advisors
135
Pacer Advisors
Pennsylvania
– -$53K -7,800 Closed
CL
136
CSS LLC
Illinois
– -$30K -4,397 Closed
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
– -$10K -1,500 Closed
SWM
138
Spire Wealth Management
Virginia
– -$11K -1,500 Closed
WAP
139
Wealthcare Advisory Partners
Pennsylvania
– -$5K -735 Closed
RFA
140
Reilly Financial Advisors
California
– -$5K -670 Closed
SPIA
141
Steward Partners Investment Advisory
New York
– -$5.15K -610 -98%
SWP
142
ShoreHaven Wealth Partners
New Jersey
– -$2K -350 Closed
TFO
143
Tarbox Family Office
California
– -$1K -99 Closed
EWM
144
Edge Wealth Management
New York
– -$1K -30 Closed
SIC
145
Salem Investment Counselors
North Carolina
– +$34 +4 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
– +$101 +12 +600%
2 3 4 5
6

OCGN Hedge Fund Activity: Q2 2021 in Review

129 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q2 2021, worth a combined $455M — up 172% from $167M a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new OCGN positions and 22 closed out — a net gain of 48 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock, adding an estimated $80.3M. The largest seller was Citadel Advisors, cutting an estimated $4.89M.

  • 129 institutional investors held Ocugen (OCGN) as of Q2 2021, up from 82 in Q1 2021.
  • Funds reported $455M of Ocugen stock for Q2 2021, up 172% quarter-over-quarter.
  • 70 funds opened new Ocugen positions in Q2 2021 and 22 closed out, a net change of +48 holders.
  • The largest Ocugen buyer in Q2 2021 was BlackRock, an estimated $80.3M added.
  • The largest Ocugen seller in Q2 2021 was Citadel Advisors, an estimated $4.89M sold.

Based on aggregated 13F filings for Q2 2021.