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Ocugen

82 hedge funds and large institutions have $167M invested in Ocugen in 2021 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

529% more capital invested

Capital invested by funds: $26.6M → $167M (+$141M)

300% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 13

91% more funds holding

Funds holding: 4382 (+39)

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

4.14% more ownership

Funds ownership: 8.96%13.1% (+4.1%)

22% less call options, than puts

Call options by funds: $18.7M | Put options by funds: $23.8M

Holders
82
Holders Change
+39
Holders Change %
+90.7%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
52
Increased
15
Reduced
11
Closed
13
Calls
$18.7M
Puts
$23.8M
Net Calls
-$5.14M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$55M -$6.45M -970,466 -11%
State Street
2
State Street
Massachusetts
$34.2M +$33.4M +5,023,635 +48,773%
BlackRock
3
BlackRock
New York
$23.2M +$7.96M +1,196,797 +54%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$11.1M +$2.78M +418,757 +34%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.14M +$8.95M +1,345,445 New
Citadel Advisors
6
Citadel Advisors
Florida
$5.49M +$5.28M +794,773 +5,724%
HF
7
HRT Financial
New York
$3.88M +$3.72M +559,479 +4,917%
Citigroup
8
Citigroup
New York
$2.75M +$2.69M +404,209 New
Northern Trust
9
Northern Trust
Illinois
$2.44M +$353K +53,084 +17%
Rafferty Asset Management
10
Rafferty Asset Management
New York
$2.26M +$2.22M +333,181 New
Goldman Sachs
11
Goldman Sachs
New York
$2.22M +$2.1M +315,310 +2,801%
Millennium Management
12
Millennium Management
New York
$2.1M +$2.05M +308,819 New
CSS
13
Cubist Systematic Strategies
Connecticut
$1.6M +$1.57M +235,991 New
EMG
14
ETF Managers Group
New Jersey
$1.17M +$1.15M +172,751 New
LCM
15
Lakewood Capital Management
New York
$1.09M +$1.07M +161,000 New
UBS Group
16
UBS Group
Switzerland
$942K +$923K +138,764 +338,449%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$886K +$868K +130,478 New
LP
18
LMR Partners
United Kingdom
$772K +$662K +99,592 +706%
Squarepoint
19
Squarepoint
New York
$765K -$1.51M -226,979 -67%
TPCW
20
TD Private Client Wealth
New York
$736K +$721K +108,390 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$599K -$130K -19,604 -18%
Tudor Investment Corp
22
Tudor Investment Corp
Connecticut
$557K +$545K +81,964 New
Jane Street
23
Jane Street
New York
$476K -$1.54M -231,027 -77%
Charles Schwab
24
Charles Schwab
California
$464K +$454K +68,277 New
Bank of America
25
Bank of America
North Carolina
$280K +$274K +41,185 New

OCGN Hedge Fund Activity: Q1 2021 in Review

82 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Ocugen (OCGN) for Q1 2021, worth a combined $167M — up 529% from $26.6M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OCGN positions and 13 closed out — a net gain of 39 holders — while 15 added to existing stakes and 11 trimmed.

The largest buyer was State Street, adding an estimated $33.4M. The largest seller was Vanguard Group, cutting an estimated $6.45M.

  • 82 institutional investors held Ocugen (OCGN) as of Q1 2021, up from 43 in Q4 2020.
  • Funds reported $167M of Ocugen stock for Q1 2021, up 529% quarter-over-quarter.
  • 52 funds opened new Ocugen positions in Q1 2021 and 13 closed out, a net change of +39 holders.
  • The largest Ocugen buyer in Q1 2021 was State Street, an estimated $33.4M added.
  • The largest Ocugen seller in Q1 2021 was Vanguard Group, an estimated $6.45M sold.

Based on aggregated 13F filings for Q1 2021.