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Ocular Therapeutix

75 hedge funds and large institutions have $96.4M invested in Ocular Therapeutix in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

71% more call options, than puts

Call options by funds: $403K | Put options by funds: $236K

17% more funds holding

Funds holding: 6475 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

52% less capital invested

Capital invested by funds: $201M → $96.4M (-$104M)

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
18
Increased
34
Reduced
11
Closed
7
Calls
$403K
Puts
$236K
Net Calls
+$167K
Net Calls Change
-$459K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$18.4M +$5.27M +531,995 +17%
Jennison Associates
2
Jennison Associates
New York
$14.7M +$16.3M +1,643,261 +124%
VVM
3
Versant Venture Management
California
$11M
SHI
4
SV Health Investors
Massachusetts
$9.57M
Federated Hermes
5
Federated Hermes
Pennsylvania
$6.91M -$2.49M -250,946 -15%
PVMCV
6
Polaris Venture Management Co V
Massachusetts
$4.94M -$2.29M -231,296 -19%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$4.76M +$955K +96,368 +11%
BFA
8
BlackRock Fund Advisors
California
$3.84M +$712K +71,882 +10%
Vanguard Group
9
Vanguard Group
Pennsylvania
$2.37M +$236K +23,793 +5%
PGCM
10
Prescott Group Capital Management
Oklahoma
$1.75M +$3.5M +353,464 New
BIT
11
BlackRock Institutional Trust
California
$1.46M +$324K +32,748 +13%
CCI
12
Columbus Circle Investors
$1.38M +$895K +90,283 +48%
OM
13
Opaleye Management
Massachusetts
$1.29M +$2.58M +260,000 New
JMPWA
14
JP Morgan Private Wealth Advisors
California
$1.27M +$2.54M +256,045 New
B
15
Bailard
California
$1.09M
State Street
16
State Street
Massachusetts
$1.01M -$2.74K -277 -0.1%
Northern Trust
17
Northern Trust
Illinois
$959K +$305K +30,755 +19%
NA
18
Nottingham Advisors
New York
$937K +$69.4K +7,000 +4%
Deutsche Bank
19
Deutsche Bank
Germany
$634K +$283K +28,558 +29%
CI
20
Cowen Inc
New York
$628K -$186K -18,796 -13%
Morgan Stanley
21
Morgan Stanley
New York
$488K +$751K +75,784 +332%
Acadian Asset Management
22
Acadian Asset Management
Massachusetts
$422K +$845K +85,259 New
TCIM
23
TIAA CREF Investment Management
New York
$381K +$282K +28,467 +59%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$377K +$57.6K +5,816 +8%
PC
25
Polar Capital
United Kingdom
$371K +$445K +44,873 +150%

OCUL Hedge Fund Activity: Q2 2016 in Review

75 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q2 2016, worth a combined $96.4M — down 52% from $201M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OCUL positions and 7 closed out — a net gain of 11 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was Jennison Associates, adding an estimated $16.3M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $27.7M sold.

  • 75 institutional investors held Ocular Therapeutix (OCUL) as of Q2 2016, up from 64 in Q1 2016.
  • Funds reported $96.4M of Ocular Therapeutix stock for Q2 2016, down 52% quarter-over-quarter.
  • 18 funds opened new Ocular Therapeutix positions in Q2 2016 and 7 closed out, a net change of +11 holders.
  • The largest Ocular Therapeutix buyer in Q2 2016 was Jennison Associates, an estimated $16.3M added.
  • The largest Ocular Therapeutix seller in Q2 2016 was Capital Research Global Investors, an estimated $27.7M sold.

Based on aggregated 13F filings for Q2 2016.