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Ocular Therapeutix

76 hedge funds and large institutions have $146M invested in Ocular Therapeutix in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $658K

69.91% more ownership

Funds ownership: 0%69.91% (+70%)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

13% more capital invested

Capital invested by funds: $128M → $146M (+$17.2M)

6% more funds holding

Funds holding: 7276 (+4)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
19
Increased
25
Reduced
23
Closed
13
Calls
$1.29M
Puts
$658K
Net Calls
+$632K
Net Calls Change
+$445K
Name Holding Trade Value Shares
Change
Change in
Stake
Jennison Associates
1
Jennison Associates
New York
$26.9M +$1.65M +212,360 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$21.9M -$6.94M -894,162 -25%
VVM
3
Versant Venture Management
California
$18.5M
SHI
4
SV Health Investors
Massachusetts
$13.4M -$2.54M -327,400 -17%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$8.13M -$87.2K -11,240 -1%
PVMCV
6
Polaris Venture Management Co V
Massachusetts
$6.6M -$1.63M -209,990 -21%
Vanguard Group
7
Vanguard Group
Pennsylvania
$6.09M -$173K -22,300 -3%
BFA
8
BlackRock Fund Advisors
California
$4.81M -$1.94M -249,871 -30%
BIT
9
BlackRock Institutional Trust
California
$4.49M +$782K +100,840 +23%
CCI
10
Columbus Circle Investors
$3.94M -$164K -21,114 -4%
Morgan Stanley
11
Morgan Stanley
New York
$2.75M -$1.9M -244,623 -43%
B
12
Bailard
California
$2.06M -$527K -68,000 -22%
State Street
13
State Street
Massachusetts
$2M +$332K +42,761 +22%
SSA
14
Schonfeld Strategic Advisors
New York
$1.92M +$1.61M +207,998 +995%
Northern Trust
15
Northern Trust
Illinois
$1.67M -$84.6K -10,905 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.45M +$605K +77,959 +82%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.21M +$1.13M +145,100 New
NA
18
Nottingham Advisors
New York
$1.21M -$348K -44,820 -24%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$1.16M +$20.7K +2,663 +2%
Deutsche Bank
20
Deutsche Bank
Germany
$1.02M +$162K +20,931 +21%
DAM
21
Deltec Asset Management
New York
$963K +$892K +115,000 New
BCM
22
Bridgeway Capital Management
Texas
$837K
OM
23
Opaleye Management
Massachusetts
$783K +$726K +93,600 New
TCIM
24
TIAA CREF Investment Management
New York
$634K -$8.92K -1,150 -1%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$608K +$564K +72,685 New

OCUL Hedge Fund Activity: Q4 2016 in Review

76 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q4 2016, worth a combined $146M — up 13% from $128M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OCUL positions and 13 closed out — a net gain of 6 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Jennison Associates, adding an estimated $1.65M. The largest seller was Fidelity Investments, cutting an estimated $6.94M.

  • 76 institutional investors held Ocular Therapeutix (OCUL) as of Q4 2016, up from 72 in Q3 2016.
  • Funds reported $146M of Ocular Therapeutix stock for Q4 2016, up 13% quarter-over-quarter.
  • 19 funds opened new Ocular Therapeutix positions in Q4 2016 and 13 closed out, a net change of +6 holders.
  • The largest Ocular Therapeutix buyer in Q4 2016 was Jennison Associates, an estimated $1.65M added.
  • The largest Ocular Therapeutix seller in Q4 2016 was Fidelity Investments, an estimated $6.94M sold.

Based on aggregated 13F filings for Q4 2016.