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Ocular Therapeutix

72 hedge funds and large institutions have $144M invested in Ocular Therapeutix in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

1% less funds holding

Funds holding: 7372 (-1)

10% less call options, than puts

Call options by funds: $1.81M | Put options by funds: $2.02M

10.38% less ownership

Funds ownership: 63.79%53.41% (-10%)

16% less capital invested

Capital invested by funds: $170M → $144M (-$26.6M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
13
Increased
22
Reduced
24
Closed
14
Calls
$1.81M
Puts
$2.02M
Net Calls
-$209K
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
VVM
1
Versant Venture Management
California
$20.5M
Jennison Associates
2
Jennison Associates
New York
$18.4M -$11.9M -1,231,385 -38%
SHI
3
SV Health Investors
Massachusetts
$14.9M
BlackRock
4
BlackRock
New York
$12.8M +$865K +89,355 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$12.3M -$401K -41,400 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$12.1M -$40.1K -4,140 -0.3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$8.39M +$30.9K +3,194 +0.4%
CCI
8
Columbus Circle Investors
$5.35M -$4.94M -510,077 -47%
Morgan Stanley
9
Morgan Stanley
New York
$3.7M -$1.99M -205,566 -34%
State Street
10
State Street
Massachusetts
$3.45M +$395K +40,782 +12%
DAM
11
Deltec Asset Management
New York
$3.26M -$458K -47,350 -12%
JP Morgan Chase
12
JP Morgan Chase
New York
$3.14M -$264K -27,325 -7%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$3.12M +$3.26M +336,320 New
Northern Trust
14
Northern Trust
Illinois
$2.43M +$296K +30,539 +13%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.89M +$56.7K +5,853 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.69M +$63.1K +6,524 +4%
B
17
Bailard
California
$1.36M
NA
18
Nottingham Advisors
New York
$1.34M
Deutsche Bank
19
Deutsche Bank
Germany
$1.14M -$103K -10,688 -8%
TCIM
20
TIAA CREF Investment Management
New York
$1.03M +$7.6K +785 +0.7%
BCM
21
Bridgeway Capital Management
Texas
$927K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$755K -$70.8K -7,316 -8%
Wells Fargo
23
Wells Fargo
California
$701K -$110K -11,396 -13%
PPA
24
Parametric Portfolio Associates
Washington
$561K +$290K +29,937 +98%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$547K +$571K +58,977 New

OCUL Hedge Fund Activity: Q2 2017 in Review

72 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q2 2017, worth a combined $144M — down 16% from $170M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of OCUL and 13 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 22 added.

The largest buyer was JP Morgan Private Wealth Advisors, opening a new position worth an estimated $3.26M. The largest seller was Jennison Associates, cutting an estimated $11.9M.

  • 72 institutional investors held Ocular Therapeutix (OCUL) as of Q2 2017, down from 73 in Q1 2017.
  • Funds reported $144M of Ocular Therapeutix stock for Q2 2017, down 16% quarter-over-quarter.
  • 13 funds opened new Ocular Therapeutix positions in Q2 2017 and 14 closed out, a net change of -1 holder.
  • The largest Ocular Therapeutix buyer in Q2 2017 was JP Morgan Private Wealth Advisors, an estimated $3.26M added.
  • The largest Ocular Therapeutix seller in Q2 2017 was Jennison Associates, an estimated $11.9M sold.

Based on aggregated 13F filings for Q2 2017.