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Ocular Therapeutix

69 hedge funds and large institutions have $86.4M invested in Ocular Therapeutix in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

36% more call options, than puts

Call options by funds: $565K | Put options by funds: $416K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3.47% less ownership

Funds ownership: 56.1%52.63% (-3.5%)

5% less funds holding

Funds holding: 7369 (-4)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

42% less capital invested

Capital invested by funds: $149M → $86.4M (-$62.6M)

Holders
69
Holders Change
-4
Holders Change %
-5.48%
% of All Funds
1.54%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
8
Increased
26
Reduced
19
Closed
11
Calls
$565K
Puts
$416K
Net Calls
+$149K
Net Calls Change
-$474K
Name Holding Trade Value Shares
Change
Change in
Stake
SR
1
Summer Road
Florida
$15.1M +$4.17M +757,362 +25%
BlackRock
2
BlackRock
New York
$11.1M +$2.76M +500,489 +22%
VVM
3
Versant Venture Management
California
$8.82M
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.09M -$1.47M -266,800 -12%
Jennison Associates
5
Jennison Associates
New York
$6.5M -$3.88M -703,343 -30%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.32M +$879K +159,520 +11%
Man Group
7
Man Group
United Kingdom
$4.73M +$3.77M +684,391 +136%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$4.59M -$1.76M -319,510 -22%
DAM
9
Deltec Asset Management
New York
$2.88M +$578K +104,802 +17%
SHI
10
SV Health Investors
Massachusetts
$2.5M -$522K -94,700 -13%
State Street
11
State Street
Massachusetts
$1.93M +$62.7K +11,383 +2%
Northern Trust
12
Northern Trust
Illinois
$1.61M +$79.9K +14,493 +4%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.4M +$255K +46,281 +15%
Morgan Stanley
14
Morgan Stanley
New York
$1.29M +$382K +69,315 +27%
NA
15
Nottingham Advisors
New York
$1.01M
ECM
16
Endurant Capital Management
California
$926K -$383K -69,426 -23%
Invesco
17
Invesco
Georgia
$866K +$1.01M +182,510 +519%
Millennium Management
18
Millennium Management
New York
$837K +$276K +50,118 +31%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$496K +$127K +22,985 +23%
BCM
20
Bridgeway Capital Management
Texas
$411K
Bank of New York Mellon
21
Bank of New York Mellon
New York
$395K +$27K +4,896 +5%
Goldman Sachs
22
Goldman Sachs
New York
$337K +$200K +36,308 +75%
TCIM
23
TIAA CREF Investment Management
New York
$320K +$115K +20,930 +35%
Charles Schwab
24
Charles Schwab
California
$289K
Two Sigma Investments
25
Two Sigma Investments
New York
$279K +$282K +51,186 +269%

OCUL Hedge Fund Activity: Q4 2018 in Review

69 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q4 2018, worth a combined $86.4M — down 42% from $149M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of OCUL and 8 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 26 added.

The largest buyer was Summer Road, adding an estimated $4.17M. The largest seller was Opaleye Management, exiting entirely with an estimated $5.5M sold.

  • 69 institutional investors held Ocular Therapeutix (OCUL) as of Q4 2018, down from 73 in Q3 2018.
  • Funds reported $86.4M of Ocular Therapeutix stock for Q4 2018, down 42% quarter-over-quarter.
  • 8 funds opened new Ocular Therapeutix positions in Q4 2018 and 11 closed out, a net change of -3 holders.
  • The largest Ocular Therapeutix buyer in Q4 2018 was Summer Road, an estimated $4.17M added.
  • The largest Ocular Therapeutix seller in Q4 2018 was Opaleye Management, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2018.