Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ocugen Inc (OCGN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — OCGN

Based on 136 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
136 hedge funds hold OCGN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+25 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 66% buying

89 buying45 selling
Last quarter: 89 funds were net buyers (46 opened a brand new position + 43 added to an existing one). Only 45 were sellers (25 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new OCGN position: 33 → 18 → 31 → 46. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 26% medium ■ 32% new
57 out of 136 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.
💰

Value +145% but shares only +84% — price-driven

Value
+144%
Shares
+84%
Last quarter: the total dollar value of institutional holdings rose +145%, but actual share count only changed +84%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

18 → 33 → 18 → 31 → 46 new funds/Q
New funds entering each quarter: 33 → 18 → 31 → 46. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 57% veterans vs 30% newcomers

■ 57% veterans ■ 12% 1-2yr ■ 30% new
Entry-cohort mix of 145 holders: 83 (57%) are 2+ year veterans, 18 entered 1–2 years ago, and 44 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
29 of 136 holders are among the 100 largest funds by AUM, controlling 43% 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — OCGN

In 2026 Q1, 89 hedge funds were net buyers of OCGN (46 opened a new position, 43 added to an existing one), while 45 reduced or exited (25 trimmed, 20 sold completely) — a 66% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in OCGN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 136.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ocugen Inc (OCGN) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OCGN has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
OCGN
-31.5%
XLV
+2.1%

OCGN outperformed XLV by -33.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
OCGN
-10.8%
XLV
+3.2%

Since the filing became public, OCGN outperformed XLV by -14.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 0 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: OCGN
135 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 135 110 22.73%
13F Shares 114M 62M 84.38%
Total Value $205M $84M 144.71%
New Positions 45 31 +14
Increased Positions 43 32 +11
Closed Positions 20 18 +2
Reduced Positions 21 19 +2
Total Calls 6 3 100.0%
Total Puts 3 3 -
PUT/CALL Ratio 0.5 1.0 Bullish

Statistics: OCGN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

135 + investors

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

QUARTER:
Top 25 OCGN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ikarian Capital, LLC 0.58% 3,962,972 $7.2M
2 Rinkey Investments 0.48% 1,032,989 $1.9M
3 Gmt Capital Corp 0.29% 3,505,398 $6.3M
4 Scientech Research LLC 0.28% 188,525 $341K
5 Cannon Global Investment Management, LLC 0.25% 70,000 $127K
6 Quantessence Capital LLC 0.23% 25,952 $47K
7 Rtw Investments, LP 0.12% 6,666,666 $12.1M
8 Diadema Partners LP 0.09% 300,000 $543K
9 Hennion & Walsh Asset Management, Inc. 0.08% 1,276,725 $2.3M
10 CTC Alternative Strategies, Ltd. 0.08% 18,633 $34K
11 Caitong International Asset Management Co., Ltd 0.07% 197,646 $358K
12 Diadema Partners LP 0.06% 200,000 $362K
13 Catalyst Funds Management Pty Ltd 0.06% 180,600 $327K
14 Diametric Capital, LP 0.05% 115,152 $208K
15 Procyon Advisors, LLC 0.04% 438,938 $794K
16 Persistent Asset Partners Ltd 0.03% 50,559 $92K
17 Cora Capital Advisors LLC 0.03% 44,720 $81K
18 Boothbay Fund Management, LLC 0.03% 1,097,742 $2.0M
19 Voleon Capital Management LP 0.02% 485,247 $878K
20 SmartHarvest Portfolios, LLC 0.02% 22,653 $41K
21 Headlands Technologies LLC 0.02% 81,578 $148K
22 Two Sigma Securities, LLC 0.02% 71,927 $130K
23 Marshall Wace, LLP 0.01% 8,052,350 $14.6M
24 Millennium Management LLC 0.01% 13,727,192 $24.8M
25 Truefg, LLC 0.01% 21,000 $38K
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 66% buying: Last quarter: 89 funds were net buyers (46 opened a brand new position + 43 added to an existing one). Only 45 were sellers (25 trimmed + 20 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCGN holders?

Elite ownership — 43% AUM from top-100 funds: 29 of 136 holders are among the 100 largest funds by AUM, controlling 43% 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?

42% of holders stayed for 2+ years: 57 out of 136 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.

Is it too late to buy Ocugen Inc (OCGN) following the 2026 Q1 hedge fund 13F filings?

As of today, OCGN has moved -10.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of -14.0%. Since the quarter end (March 31, 2026), OCGN has gained -31.5% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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