Ocular Therapeutix Ownership | Who Owns Ocular Therapeutix?
Ocular Therapeutix Ownership Summary
Ocular Therapeutix is owned by 83.81% institutional investors, 1.06% insiders, and 15.13% retail investors. Summer road is the largest institutional shareholder, holding 11.28% of OCUL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.95% of its assets in Ocular Therapeutix shares.
OCUL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Ocular Therapeutix | 83.81% | 1.06% | 15.13% |
| Sector | Healthcare Stocks | 88.01% | 8.90% | 3.09% |
| Industry | Biotech Stocks | 109.70% | 8.77% | -18.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Summer road | 14.89M | 11.28% | $101.82M |
| Vr adviser | 12.76M | 9.67% | $87.30M |
| Deep track capital, lp | 12.72M | 9.64% | $87.01M |
| Blackrock | 11.52M | 8.73% | $78.80M |
| Vanguard group | 8.61M | 6.52% | $58.91M |
| Avoro capital advisors | 8.06M | 6.11% | $55.13M |
| Tcg crossover management | 5.32M | 4.03% | $36.38M |
| Opaleye management | 5.31M | 4.02% | $36.30M |
| Logos global management lp | 5.15M | 3.90% | $35.23M |
| State street | 3.92M | 2.97% | $26.82M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Summer road | 14.89M | 98.54% | $101.82M |
| Acuta capital partners | 2.77M | 15.96% | $18.95M |
| Opaleye management | 5.31M | 8.29% | $36.30M |
| Vr adviser | 12.76M | 5.56% | $87.30M |
| Deltec asset management | 2.62M | 4.42% | $22.34M |
| Rosalind advisors | 750.00K | 3.95% | $5.13M |
| Tcg crossover management | 5.32M | 3.79% | $36.38M |
| Logos global management lp | 5.15M | 2.83% | $35.23M |
| Octagon capital advisors lp | 2.42M | 2.61% | $16.59M |
| Deep track capital, lp | 12.72M | 2.60% | $87.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 11.52M | 0.00% | 3.46M |
| Adage capital partners gp | 3.70M | 0.05% | 3.32M |
| Point72 asset management | 2.71M | 0.05% | 2.71M |
| Braidwell lp | 1.64M | 0.35% | 1.64M |
| State street | 3.92M | 0.00% | 1.52M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Assenagon asset management | - | - | -2.83M |
| Great point partners | - | - | -1.73M |
| Opaleye management | 5.31M | 8.29% | -1.35M |
| Franklin resources | 1.17M | 0.00% | -998.15K |
| Nuveen asset management | 416.77K | 0.00% | -796.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Point72 asset management | 2.71M | 0.05% | 2.71M | $18.51M |
| Braidwell lp | 1.64M | 0.35% | 1.64M | $11.24M |
| Nantahala capital management | 1.00M | 0.40% | 1.00M | $6.84M |
| Rosalind advisors | 750.00K | 3.95% | 750.00K | $5.13M |
| Marshall wace, llp | 429.59K | 0.00% | 429.59K | $2.94M |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -1.00 |
| Nelson, van denburg & campbell wealth management group | -17.00 |
| Signaturefd | -76.00 |
| Ica group wealth management | -220.00 |
| Acadian asset management | -2.54K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 172 | 13.91% | 139,954,059 | 2.07% | 83 | 0.78% | 79 | -13.19% | 46 | 70.37% |
| Jun 30, 2024 | 151 | -0.66% | 137,118,555 | 10.64% | 103 | 1.18% | 91 | -14.95% | 27 | 17.39% |
| Mar 31, 2024 | 152 | 24.59% | 123,928,594 | 68.68% | 93 | 1.24% | 107 | 69.84% | 23 | -23.33% |
| Dec 31, 2023 | 122 | 3.39% | 73,470,456 | 82.44% | 87 | 3.38% | 63 | 16.67% | 30 | 3.45% |
| Sep 30, 2023 | 118 | -16.90% | 40,270,842 | -7.02% | 50 | 1.65% | 54 | -22.86% | 29 | -23.68% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 4.64M | 2.95% | - |
| iShares Russell 2000 ETF | 4.20M | 2.67% | -16.13K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.95M | 1.24% | 42.38K |
| Fidelity Small Cap Index | 1.59M | 1.01% | 6.39K |
| iShares Russell 2000 Growth ETF | 1.43M | 0.91% | - |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 945.37K | 0.60% | -13.70K |
| Artisan International Small-Mid Investor | 886.02K | 0.56% | 203.41K |
| Artisan Non-U.S. Small-Mid Growth Comp | 886.02K | 0.56% | 203.41K |
| Invesco Pharmaceuticals ETF | 833.56K | 0.53% | - |
| Franklin Biotechnology Discv A(acc)USD | 759.90K | 0.48% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 25, 2024 | Heier Jeffrey S. | Chief Scientific Officer | Sell | $26.56K |
| Nov 25, 2024 | Kaiser Peter | Chief Development Officer | Sell | $26.10K |
| Nov 25, 2024 | Nayak Sanjay | Chief Strategy Officer | Sell | $16.33K |
| Nov 25, 2024 | Dugel Pravin | See Remarks | Sell | $186.33K |
| Aug 23, 2024 | Nayak Sanjay | Chief Strategy Officer | Sell | $16.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 2 |
| 2024 Q2 | - | 2 |
| 2024 Q1 | 1 | 10 |
| 2023 Q4 | 1 | - |
OCUL Ownership FAQ
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