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Ocular Therapeutix

73 hedge funds and large institutions have $149M invested in Ocular Therapeutix in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $1.41M | Put options by funds: $787K

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

7% more funds holding

Funds holding: 6873 (+5)

1% more capital invested

Capital invested by funds: $147M → $149M (+$1.93M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2.45% less ownership

Funds ownership: 58.55%56.1% (-2.4%)

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
23
Reduced
15
Closed
9
Calls
$1.41M
Puts
$787K
Net Calls
+$623K
Net Calls Change
-$338K
Name Holding Trade Value Shares
Change
Change in
Stake
SR
1
Summer Road
Florida
$20.8M
Jennison Associates
2
Jennison Associates
New York
$16.1M +$105K +16,734 +0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$15.8M -$5.89M -939,049 -29%
BlackRock
4
BlackRock
New York
$15.8M +$2.05M +326,381 +17%
VVM
5
Versant Venture Management
California
$15.2M
Wellington Management Group
6
Wellington Management Group
Massachusetts
$10.1M -$250K -39,825 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.82M +$579K +92,335 +7%
OM
8
Opaleye Management
Massachusetts
$5.5M -$1.95M -311,000 -28%
SHI
9
SV Health Investors
Massachusetts
$4.97M -$3.28M -522,334 -42%
DAM
10
Deltec Asset Management
New York
$4.27M +$546K +86,959 +16%
Man Group
11
Man Group
United Kingdom
$3.46M +$3.16M +503,117 New
State Street
12
State Street
Massachusetts
$3.26M +$253K +40,314 +9%
Northern Trust
13
Northern Trust
Illinois
$2.68M +$165K +26,322 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.09M +$95.4K +15,198 +5%
ECM
15
Endurant Capital Management
California
$2.08M +$1M +159,378 +112%
Morgan Stanley
16
Morgan Stanley
New York
$1.75M -$143K -22,831 -8%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$1.46M +$236K +37,586 +22%
Millennium Management
18
Millennium Management
New York
$1.1M +$1.01M +160,155 New
NA
19
Nottingham Advisors
New York
$1.01M
HP
20
Hikari Power
Japan
$826K +$251K +39,990 +50%
BCM
21
Bridgeway Capital Management
Texas
$711K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$700K +$101K +16,077 +19%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$649K
PVI
24
Pura Vida Investments
New York
$592K +$540K +86,058 New
Deutsche Bank
25
Deutsche Bank
Germany
$522K +$84.8K +13,517 +22%

OCUL Hedge Fund Activity: Q3 2018 in Review

73 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q3 2018, worth a combined $149M — up 1.3% from $147M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OCUL positions and 9 closed out — a net gain of 5 holders — while 23 added to existing stakes and 15 trimmed.

The largest buyer was Man Group, opening a new position worth an estimated $3.16M. The largest seller was Fidelity Investments, cutting an estimated $5.89M.

  • 73 institutional investors held Ocular Therapeutix (OCUL) as of Q3 2018, up from 68 in Q2 2018.
  • Funds reported $149M of Ocular Therapeutix stock for Q3 2018, up 1.3% quarter-over-quarter.
  • 14 funds opened new Ocular Therapeutix positions in Q3 2018 and 9 closed out, a net change of +5 holders.
  • The largest Ocular Therapeutix buyer in Q3 2018 was Man Group, an estimated $3.16M added.
  • The largest Ocular Therapeutix seller in Q3 2018 was Fidelity Investments, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2018.