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Ocugen

14 hedge funds and large institutions have $1.88M invested in Ocugen in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more capital invested

Capital invested by funds: $728K → $1.88M (+$1.15M)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

42% less funds holding

Funds holding: 2414 (-10)

71% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 14

Holders
14
Holders Change
-10
Holders Change %
-41.67%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
3
Reduced
3
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CH
1
CVI Holdings
Delaware
$1.06M +$4.57M +368,315 New
Hudson Bay Capital Management
2
Hudson Bay Capital Management
Connecticut
$682K +$2.94M +236,974 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$48K
VF
4
Virtu Financial
New York
$47K +$114K +9,212 +127%
A
5
Abingworth
United Kingdom
$20K
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$14K +$21K +1,693 +5,838%
JPLA
7
Joseph P. Lucia & Associates
New York
$3K -$12 -1 -0.1%
EWM
8
Edge Wealth Management
New York
$1K +$409 +33 New
Victory Capital Management
9
Victory Capital Management
Texas
$1K +$3.26K +263 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
-$67K -5,861 Closed
PAI
11
Palo Alto Investors
California
-$58K -5,049 Closed
PAM
12
Panagora Asset Management
Massachusetts
-$53K -4,647 Closed
CS
13
Credit Suisse
Switzerland
-$46K -4,038 Closed
RPC
14
Rossmore Private Capital
Connecticut
-$46K -4,033 Closed
UCFA
15
United Capital Financial Advisors
Texas
-$20K -1,786 Closed
Millennium Management
16
Millennium Management
New York
-$19K -1,636 Closed
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
-$17K -1,497 Closed
Northern Trust
18
Northern Trust
Illinois
-$4K -337 Closed
LPL Financial
19
LPL Financial
California
-$4K -333 Closed
TSS
20
Two Sigma Securities
New York
-$4K -328 Closed
PAG
21
Private Advisor Group
New Jersey
-$3K -250 Closed
Bank of America
22
Bank of America
North Carolina
-$1K -58 Closed
AG
23
Advisor Group
Arizona
-$12 -1 -50%
CIAS
24
Capital Investment Advisory Services
North Carolina
-$12 -1 -3%
BlackRock
25
BlackRock
New York
+$87 +7 +7%

OCGN Hedge Fund Activity: Q3 2019 in Review

14 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q3 2019, worth a combined $1.88M — up 158% from $728K a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OCGN and 4 opened new positions — a net loss of 10 holders — while 3 trimmed existing stakes and 3 added.

The largest buyer was CVI Holdings, opening a new position worth an estimated $4.57M. The largest seller was Geode Capital Management, exiting entirely with an estimated $67K sold.

  • 14 institutional investors held Ocugen (OCGN) as of Q3 2019, down from 24 in Q2 2019.
  • Funds reported $1.88M of Ocugen stock for Q3 2019, up 158% quarter-over-quarter.
  • 4 funds opened new Ocugen positions in Q3 2019 and 14 closed out, a net change of -10 holders.
  • The largest Ocugen buyer in Q3 2019 was CVI Holdings, an estimated $4.57M added.
  • The largest Ocugen seller in Q3 2019 was Geode Capital Management, an estimated $67K sold.

Based on aggregated 13F filings for Q3 2019.