Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ocular Therapeutix Inc (OCUL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — OCUL

Based on 260 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OCUL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
260 hedge funds hold OCUL 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 — +39% more funds vs a year ago

fund count last 6Q
+73 new funds entered over the past year (+39% 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.
🟡

Slight buying edge — 53% buying

143 buying125 selling
Last quarter: 143 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-37 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 50 → 60 → 74 → 37. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 19% medium ■ 29% new
135 out of 260 hedge funds have held OCUL 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 +25% but shares only +0% — price-driven

Value
+25%
Shares
+0%
Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +0%. 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.
➡️

Steady discovery — ~37 new funds/quarter

23 → 50 → 60 → 74 → 37 new funds/Q
New funds entering each quarter: 50 → 60 → 74 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 30% newcomers

■ 59% veterans ■ 11% 1-2yr ■ 30% new
Entry-cohort mix of 271 holders: 161 (59%) are 2+ year veterans, 30 entered 1–2 years ago, and 80 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
47 of 258 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in OCUL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — 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 — OCUL

In 2026 Q2, 143 hedge funds were net buyers of OCUL (37 opened a new position, 106 added to an existing one), while 125 reduced or exited (79 trimmed, 46 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 47% of total institutional value in OCUL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 260.

Hedge Fund Ownership: OCUL

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

Market Analysis: OCUL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OCUL

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 5 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
4.7
/ 10
conviction
Hedge Fund Positioning: OCUL
255 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 255 269 -5.2%
13F Shares 209M 211M -0.98%
Total Value $1.97B $1.74B 12.95%
New Positions 36 74 -38
Increased Positions 103 103 -
Closed Positions 48 56 -8
Reduced Positions 76 62 +14
Total Calls 7 10 -30.0%
Total Puts 6 8 -25.0%
PUT/CALL Ratio 0.86 0.8 Neutral

Statistics: OCUL

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Institutional Holders (2026 Q2)

255 + investors

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

QUARTER:
Top 25 OCUL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Summer Road LLC 74.46% 12,208,296 $119.9M
2 Knoll Capital Management, LLC 6.30% 1,150,400 $11.3M
3 Acuta Capital Partners, LLC 3.64% 532,481 $5.2M
4 Deltec Asset Management LLC 3.59% 2,476,197 $24.3M
5 Venrock Adviser, LLC 3.08% 10,346,926 $101.6M
6 Deep Track Capital, LP 2.81% 19,686,282 $193.3M
7 Logos Global Management LP 2.24% 5,300,000 $52.0M
8 KVP Capital Advisors, LP 2.16% 300,000 $2.9M
9 Defilade Capital Management, L.P. 1.96% 1,490,286 $14.6M
10 Principia Wealth Advisory, LLC 1.96% 408,700 $3.5M
11 Propel Bio Management, LLC 1.84% 357,966 $3.5M
12 Octagon Capital Advisors LP 1.83% 2,075,000 $20.4M
13 Beacon Investment Advisors LLC 1.34% 435,131 $4.3M
14 Second Line Capital, LLC 1.17% 638,640 $6.3M
15 Avoro Capital Advisors LLC 1.11% 12,540,000 $123.1M
16 Exome Asset Management LLC 1.10% 181,588 $1.8M
17 Boxer Capital Management, LLC 0.96% 1,300,000 $12.8M
18 HighVista Strategies LLC 0.91% 408,534 $4.0M
19 Sio Capital Management, LLC 0.88% 539,493 $5.3M
20 Marble Bar Asset Management LLP 0.83% 122,518 $1.2M
21 Kraematon Investment Advisors, Inc 0.80% 109,967 $1.1M
22 Essex Investment Management Co LLC 0.62% 482,154 $4.7M
23 Opaleye Management Inc. 0.53% 600,000 $5.9M
24 Empire Life Investments Inc. 0.48% 871,692 $8.6M
25 nVerses Capital, LLC 0.39% 26,117 $256K
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 — Ocular Therapeutix Inc (OCUL)

What does the Smart Money Trend signal show for OCUL?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OCUL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OCUL?

Slight buying edge — 53% buying: Last quarter: 143 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OCUL holders?

Elite ownership — 47% AUM from top-100 funds: 47 of 258 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in OCUL. 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 OCUL?

52% of holders stayed for 2+ years: 135 out of 260 hedge funds have held OCUL 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.

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