Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OCUGEN INC (OCGN)

113 + Investors. Track Smart Money conviction in OCGN. See who's accumulating, reducing, or initiating positions.

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — OCGN

Based on 107 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OCGN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
107 funds currently hold this stock — 93% of the 3.0-year high of 115 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OCGN is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

63 buying38 selling
Last quarter: 63 funds were net buyers (30 opened a brand new position + 33 added to an existing one). Only 38 were sellers (20 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new OCGN position: 18 → 33 → 18 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 25% medium 23% new
55 out of 107 hedge funds have held OCGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +32%, value +10%

Value
+9%
Shares
+31%
Last quarter: funds added +32% more shares while total portfolio value only changed +10%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~30 new funds/quarter

23 → 18 → 33 → 18 → 30 new funds/Q
New funds entering each quarter: 18 → 33 → 18 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 11% 1-2yr 25% new
Of 113 current holders: 73 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
20 of 107 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in OCGN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OCGN

How many hedge funds hold OCGN — quarterly history vs. share price
Quarterly hedge fund ownership of OCGN vs. share price

Market Analysis: OCGN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCGN

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: OCGN
2026 Q1 Stats Unlock in 19 days 113 + Investors

Track Smart Money conviction in OCGN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 113 100 13.0%
13F Shares 62M 47M 31.83%
Total Value $84M $76M 9.59%
New Positions 30 18 +12
Increased Positions 42 29 +13
Closed Positions 18 24 -6
Reduced Positions 29 45 -16
Total Calls 3 2 50.0%
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: OCGN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

113 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OCGN. Verified SEC 13F-HR filings.

Top 25 institutional holders of OCGN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cannon Global Investment Management, LLC 0.25% 70,000 $127K
2 CORA CAPITAL ADVISORS LLC 0.03% 44,720 $81K
3 SmartHarvest Portfolios, LLC 0.02% 22,653 $41K
4 TRUEFG, LLC 0.01% 21,000 $38K
5 PROFUND ADVISORS LLC 0.01% 123,312 $223K
6 Abel Hall, LLC 0.01% 14,778 $27K
7 Uniting Wealth Partners, LLC 0.00% 10,000 $18K
8 Verdence Capital Advisors LLC 0.00% 26,500 $48K
9 E Fund Management Co., Ltd. 0.00% 35,562 $64K
10 SBI Securities Co., Ltd. 0.00% 23,860 $43K
11 OPPENHEIMER & CO INC 0.00% 43,805 $79K
12 Wedmont Private Capital 0.00% 14,765 $27K
13 Ethic Inc. 0.00% 28,906 $52K
14 SG Americas Securities, LLC 0.00% 49,598
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 15,710 $28K
16 SIGNATUREFD, LLC 0.00% 1,355 $2K
17 Cedar Mountain Advisors, LLC 0.00% 100
18 North Star Investment Management Corp. 0.00% 300
19 Bogart Wealth, LLC 0.00% 400
20 Root Financial Partners, LLC 0.00% 250
21 Blue Trust, Inc. 0.00% 1,000 $2K
22 Bangor Savings Bank 0.00% 100
23 NISA INVESTMENT ADVISORS, LLC 0.00% 1,510 $3K
24 Hughes Financial Services, LLC 0.00% 23
25 Farther Finance Advisors, LLC 0.00% 52
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OCUGEN INC (OCGN)

What does the Smart Money Trend signal show for OCGN?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OCGN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OCGN?

More buyers than sellers — 62% buying: Last quarter: 63 funds were net buyers (30 opened a brand new position + 33 added to an existing one). Only 38 were sellers (20 trimmed + 18 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCGN holders?

Elite ownership — 54% AUM from top-100 funds: 20 of 107 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in OCGN. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OCGN?

51% of holders stayed for 2+ years: 55 out of 107 hedge funds have held OCGN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.