We are live on ! Find out more
OCUL icon

Ocular Therapeutix

71 hedge funds and large institutions have $197M invested in Ocular Therapeutix in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

608% more call options, than puts

Call options by funds: $262K | Put options by funds: $37K

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

1% more funds holding

Funds holding: 7071 (+1)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less capital invested

Capital invested by funds: $309M → $197M (-$112M)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
16
Increased
24
Reduced
20
Closed
15
Calls
$262K
Puts
$37K
Net Calls
+$225K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$34.8M +$7.75M +717,501 +24%
Capital Research Global Investors
2
Capital Research Global Investors
California
$26.8M +$236K +21,878 +0.8%
VVM
3
Versant Venture Management
California
$20.8M
Capital World Investors
4
Capital World Investors
California
$19M
SHI
5
SV Health Investors
Massachusetts
$18.1M
Federated Hermes
6
Federated Hermes
Pennsylvania
$15.4M -$769K -71,247 -4%
PVMCV
7
Polaris Venture Management Co V
Massachusetts
$11.5M
Wellington Management Group
8
Wellington Management Group
Massachusetts
$8.72M +$154K +14,243 +2%
BFA
9
BlackRock Fund Advisors
California
$6.5M +$3.25M +300,956 +77%
Jennison Associates
10
Jennison Associates
New York
$6.38M -$965K -89,355 -12%
Vanguard Group
11
Vanguard Group
Pennsylvania
$4.23M +$239K +22,163 +5%
Millennium Management
12
Millennium Management
New York
$2.6M +$2.99M +276,978 New
BIT
13
BlackRock Institutional Trust
California
$2.49M +$50.6K +4,690 +2%
NA
14
Nottingham Advisors
New York
$1.71M -$32.1K -2,969 -2%
State Street
15
State Street
Massachusetts
$1.69M +$39.9K +3,698 +2%
Northern Trust
16
Northern Trust
Illinois
$1.52M +$67.9K +6,292 +4%
O
17
OrbiMed
New York
$1.45M -$582K -53,900 -26%
PCM
18
Portolan Capital Management
Massachusetts
$1.42M -$3.68M -340,933 -69%
CCI
19
Columbus Circle Investors
$964K +$397K +36,747 +56%
Deutsche Bank
20
Deutsche Bank
Germany
$938K -$1.46K -135 -0.1%
ARTA
21
A.R.T. Advisors
New York
$898K +$1.04M +95,877 New
SM
22
Sabby Management
Florida
$843K -$164K -15,190 -14%
AllianceBernstein
23
AllianceBernstein
Tennessee
$761K +$245K +22,716 +39%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$649K +$11.2K +1,034 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$635K -$52.8K -4,893 -7%

OCUL Hedge Fund Activity: Q4 2015 in Review

71 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q4 2015, worth a combined $197M — down 36% from $309M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new OCUL positions and 15 closed out — a net gain of 1 holder — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.75M. The largest seller was Lamond Capital Partners, exiting entirely with an estimated $17.3M sold.

  • 71 institutional investors held Ocular Therapeutix (OCUL) as of Q4 2015, up from 70 in Q3 2015.
  • Funds reported $197M of Ocular Therapeutix stock for Q4 2015, down 36% quarter-over-quarter.
  • 16 funds opened new Ocular Therapeutix positions in Q4 2015 and 15 closed out, a net change of +1 holder.
  • The largest Ocular Therapeutix buyer in Q4 2015 was Fidelity Investments, an estimated $7.75M added.
  • The largest Ocular Therapeutix seller in Q4 2015 was Lamond Capital Partners, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2015.