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Ocular Therapeutix

70 hedge funds and large institutions have $309M invested in Ocular Therapeutix in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 7 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 16

1% less funds holding

Funds holding: 7170 (-1)

19% less capital invested

Capital invested by funds: $380M → $309M (-$71.1M)

20% less call options, than puts

Call options by funds: $650K | Put options by funds: $814K

Holders
70
Holders Change
-1
Holders Change %
-1.41%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
15
Increased
36
Reduced
7
Closed
16
Calls
$650K
Puts
$814K
Net Calls
-$164K
Net Calls Change
-$164K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$42.1M +$4.89M +243,606 +9%
Capital Research Global Investors
2
Capital Research Global Investors
California
$40M
VVM
3
Versant Venture Management
California
$31.1M +$44.5M +2,215,384 New
Capital World Investors
4
Capital World Investors
California
$28.5M
SHI
5
SV Health Investors
Massachusetts
$27.2M
Federated Hermes
6
Federated Hermes
Pennsylvania
$24.2M +$7.21M +358,780 +26%
LCP
7
Lamond Capital Partners
California
$17.3M +$10.5M +521,752 +73%
PVMCV
8
Polaris Venture Management Co V
Massachusetts
$17.3M
Wellington Management Group
9
Wellington Management Group
Massachusetts
$12.9M +$504K +25,077 +3%
Jennison Associates
10
Jennison Associates
New York
$10.8M +$79.4K +3,953 +0.5%
PCM
11
Portolan Capital Management
Massachusetts
$6.92M +$7.43M +369,707 +302%
Vanguard Group
12
Vanguard Group
Pennsylvania
$6.04M +$2.39M +118,883 +38%
BFA
13
BlackRock Fund Advisors
California
$5.52M +$947K +47,117 +14%
FCM
14
Farallon Capital Management
California
$3.81M +$1.13M +56,200 +26%
BIT
15
BlackRock Institutional Trust
California
$3.67M +$1.66M +82,626 +46%
O
16
OrbiMed
New York
$2.94M +$4.2M +208,900 New
DCM
17
Driehaus Capital Management
Illinois
$2.65M -$2.96M -147,365 -44%
NA
18
Nottingham Advisors
New York
$2.6M +$266K +13,250 +8%
State Street
19
State Street
Massachusetts
$2.48M +$1.05M +52,049 +42%
Northern Trust
20
Northern Trust
Illinois
$2.2M +$1.79M +88,924 +132%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$1.59M +$2.27M +113,000 New
SM
22
Sabby Management
Florida
$1.48M +$104K +5,190 +5%
Deutsche Bank
23
Deutsche Bank
Germany
$1.41M +$19.3K +961 +1%
B
24
Bailard
California
$1.29M +$743K +37,000 +67%
IHM
25
Iguana Healthcare Management
New York
$1.05M +$1.51M +75,000 New

OCUL Hedge Fund Activity: Q3 2015 in Review

70 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q3 2015, worth a combined $309M — down 19% from $380M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of OCUL and 15 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 36 added.

The largest buyer was Versant Venture Management, opening a new position worth an estimated $44.5M. The largest seller was Pentwater Capital Management, exiting entirely with an estimated $6.22M sold.

  • 70 institutional investors held Ocular Therapeutix (OCUL) as of Q3 2015, down from 71 in Q2 2015.
  • Funds reported $309M of Ocular Therapeutix stock for Q3 2015, down 19% quarter-over-quarter.
  • 15 funds opened new Ocular Therapeutix positions in Q3 2015 and 16 closed out, a net change of -1 holder.
  • The largest Ocular Therapeutix buyer in Q3 2015 was Versant Venture Management, an estimated $44.5M added.
  • The largest Ocular Therapeutix seller in Q3 2015 was Pentwater Capital Management, an estimated $6.22M sold.

Based on aggregated 13F filings for Q3 2015.