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Ocular Therapeutix

75 hedge funds and large institutions have $70.2M invested in Ocular Therapeutix in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 29 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

142% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 12

15% more call options, than puts

Call options by funds: $506K | Put options by funds: $441K

10% more funds holding

Funds holding: 6875 (+7)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.08% less ownership

Funds ownership: 53%48.92% (-4.1%)

30% less capital invested

Capital invested by funds: $99.9M → $70.2M (-$29.7M)

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.64%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
11
Increased
29
Reduced
12
Closed
4
Calls
$506K
Puts
$441K
Net Calls
+$65K
Net Calls Change
-$519K
Name Holding Trade Value Shares
Change
Change in
Stake
SR
1
Summer Road
Florida
$11.6M
BlackRock
2
BlackRock
New York
$9.34M +$592K +132,529 +5%
OM
3
Opaleye Management
Massachusetts
$8.44M -$782K -175,000 -6%
VVM
4
Versant Venture Management
California
$6.73M
Vanguard Group
5
Vanguard Group
Pennsylvania
$6.11M +$622K +139,049 +7%
DAM
6
Deltec Asset Management
New York
$6.11M +$2.65M +592,237 +42%
Man Group
7
Man Group
United Kingdom
$5.8M -$1.11M -248,671 -12%
State Street
8
State Street
Massachusetts
$2.05M +$412K +92,165 +16%
SHI
9
SV Health Investors
Massachusetts
$1.91M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.61M +$329K +73,663 +16%
Northern Trust
11
Northern Trust
Illinois
$1.48M +$301K +67,441 +16%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$867K -$1.8M -403,595 -59%
MWP
13
MYCIO Wealth Partners
Pennsylvania
$813K +$1.2M +267,340 New
Wellington Management Group
14
Wellington Management Group
Massachusetts
$716K -$87.8K -19,634 -8%
NA
15
Nottingham Advisors
New York
$595K +$218K +48,820 +33%
N
16
Nuveen
North Carolina
$583K +$293K +65,541 +52%
Morgan Stanley
17
Morgan Stanley
New York
$573K +$53.3K +11,922 +7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$472K +$34.9K +7,803 +5%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$341K +$30.4K +6,805 +6%
Charles Schwab
20
Charles Schwab
California
$332K +$37.4K +8,377 +8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$321K -$294K -65,660 -38%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$291K +$44.7K +10,000 +12%
BFM
23
Boothbay Fund Management
New York
$275K +$331K +73,966 +447%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$204K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$196K +$29.8K +6,667 +12%

OCUL Hedge Fund Activity: Q3 2019 in Review

75 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Ocular Therapeutix (OCUL) for Q3 2019, worth a combined $70.2M — down 30% from $99.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OCUL positions and 4 closed out — a net gain of 7 holders — while 29 added to existing stakes and 12 trimmed.

The largest buyer was Deltec Asset Management, adding an estimated $2.65M. The largest seller was Fidelity Investments, cutting an estimated $1.8M.

  • 75 institutional investors held Ocular Therapeutix (OCUL) as of Q3 2019, up from 68 in Q2 2019.
  • Funds reported $70.2M of Ocular Therapeutix stock for Q3 2019, down 30% quarter-over-quarter.
  • 11 funds opened new Ocular Therapeutix positions in Q3 2019 and 4 closed out, a net change of +7 holders.
  • The largest Ocular Therapeutix buyer in Q3 2019 was Deltec Asset Management, an estimated $2.65M added.
  • The largest Ocular Therapeutix seller in Q3 2019 was Fidelity Investments, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2019.