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Ocular Therapeutix

127 hedge funds and large institutions have $214M invested in Ocular Therapeutix in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 39 increasing their positions, 33 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $4.01M | Put options by funds: $1.94M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

93% more capital invested

Capital invested by funds: $111M → $214M (+$103M)

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

18% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 33

9% more funds holding

Funds holding: 116127 (+11)

0.8% more ownership

Funds ownership: 51.45%52.24% (+0.8%)

Holders
127
Holders Change
+11
Holders Change %
+9.48%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
27
Increased
39
Reduced
33
Closed
16
Calls
$4.01M
Puts
$1.94M
Net Calls
+$2.07M
Net Calls Change
+$1.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$29K
ACA
102
Atlas Capital Advisors
Wyoming
$26.4K
Osaic Holdings
103
Osaic Holdings
Arizona
$26.1K +$1.1K +232 +5%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$25K +$10.3K +2,175 +84%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$22.1K -$2.21K -465 -10%
TCOV
106
Trust Company of Vermont
Vermont
$21.1K
FCMT
107
Founders Capital Management (Texas)
Texas
$18K +$4.75K +1,000 +40%
Allspring Global Investments
108
Allspring Global Investments
North Carolina
$17.9K +$16.1K +3,390 New
QT
109
Quantbot Technologies
New York
$17.1K +$15.5K +3,254 New
TRCT
110
Tower Research Capital (TRC)
New York
$13K -$67.2K -14,159 -85%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$11K
NA
112
NewEdge Advisors
Louisiana
$7.8K -$42.7K -9,000 -86%
UBS Group
113
UBS Group
Switzerland
$6.73K
CUAMC
114
China Universal Asset Management Company
China
$5.5K +$1.24K +261 +33%
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$2.63K +$2.37K +500 New
CWA
116
Clearview Wealth Advisors
Oregon
$2.46K
LC
117
Lindbrook Capital
California
$2.11K +$1.9K +401 New
HWM
118
HighMark Wealth Management
Minnesota
$2.09K
GRP
119
Global Retirement Partners
California
$1.39K
ASN
120
Advisory Services Network
Georgia
$1.32K
AF
121
Allworth Financial
California
$1.32K +$1.19K +250 New
Federated Hermes
122
Federated Hermes
Pennsylvania
$1.16K -$670 -141 -39%
S
123
SignatureFD
Georgia
$1.01K +$912 +192 New
Daiwa Securities Group
124
Daiwa Securities Group
Japan
$1K
UIA
125
Ulland Investment Advisors
Minnesota
$1K

OCUL Hedge Fund Activity: Q1 2023 in Review

127 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q1 2023, worth a combined $214M — up 93% from $111M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OCUL positions and 16 closed out — a net gain of 11 holders — while 39 added to existing stakes and 33 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.55M. The largest seller was Emerald Advisers, cutting an estimated $4.37M.

  • 127 institutional investors held Ocular Therapeutix (OCUL) as of Q1 2023, up from 116 in Q4 2022.
  • Funds reported $214M of Ocular Therapeutix stock for Q1 2023, up 93% quarter-over-quarter.
  • 27 funds opened new Ocular Therapeutix positions in Q1 2023 and 16 closed out, a net change of +11 holders.
  • The largest Ocular Therapeutix buyer in Q1 2023 was Millennium Management, an estimated $4.55M added.
  • The largest Ocular Therapeutix seller in Q1 2023 was Emerald Advisers, an estimated $4.37M sold.

Based on aggregated 13F filings for Q1 2023.