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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
Belvedere Trading
126
Belvedere Trading
Illinois
– -$80K -9,720 Closed
MAM
127
Meeder Asset Management
Ohio
– -$32K -4,430 Closed
CFD
128
Creative Financial Designs
Indiana
– -$28K -3,930 Closed
EDRH
129
Edmond de Rothschild Holding
Switzerland
– -$23K -3,200 Closed
CAMG
130
CWA Asset Management Group
Florida
– -$16K -2,230 Closed
BCV
131
Banque Cantonale Vaudoise
Switzerland
– -$14K -2,000 Closed
HI
132
Harbour Investments
Wisconsin
– -$9.06K -1,200 -92%
JPLA
133
Joseph P. Lucia & Associates
New York
– -$7K -1,024 Closed
COCM
134
Charter Oak Capital Management
New Hampshire
– -$5K -750 Closed
TC
135
Truvestments Capital
Florida
– -$5K -700 Closed
TWA
136
TCI Wealth Advisors
Arizona
– -$4K -507 Closed
TIM
137
Tortoise Investment Management
New York
– -$4K -500 Closed
QCG
138
Quadrant Capital Group
Ohio
– -$1K -170 Closed
AF
139
Allworth Financial
California
– -$1K -150 Closed
EI
140
Ellevest Inc
New York
– -$38 -5 -11%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
– +$8 +1 New
AWA
142
Amplius Wealth Advisors
Pennsylvania
– +$151 +20 New
C
143
Covestor
United Kingdom
– +$272 +36 New
SCA
144
Snowden Capital Advisors
New York
– +$755 +100 New
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.