Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ocugen Inc (OCGN)

147 + 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
↑ +13
Streak
3Q ▲
Buyers last Q
59%

Smart Money Signals — OCGN

Based on 149 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
149 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 — +43% more funds vs a year ago

fund count last 6Q
+45 new funds entered over the past year (+43% 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 — 59% buying

93 buying64 selling
Last quarter: 93 funds bought or added vs 64 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.
➡️

Steady new buyers — ~46 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 18 → 31 → 46 → 46. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 19% medium ■ 28% new
78 out of 149 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 +30%, value +10%

Value
+10%
Shares
+30%
Last quarter: funds added +30% 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.
🚀

Acceleration phase — new buyers rushing in

33 → 18 → 31 → 46 → 46 new funds/Q
New funds entering each quarter: 18 → 31 → 46 → 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 — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 155 holders: 94 (61%) are 2+ year veterans, 20 entered 1–2 years ago, and 41 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
39 of 147 holders are among the 100 largest funds by AUM, controlling 63% 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.
4.5
out of 10
Moderate Exit Risk
Exit risk score 4.5/10 — 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 Q2, 93 hedge funds were net buyers of OCGN (46 opened a new position, 47 added to an existing one), while 64 reduced or exited (31 trimmed, 33 sold completely) — a 59% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in OCGN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 149.

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.

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

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: OCGN
147 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 147 136 8.09%
13F Shares 148M 114M 30.09%
Total Value $226M $205M 10.12%
New Positions 46 46 -
Increased Positions 45 43 +2
Closed Positions 33 20 +13
Reduced Positions 30 21 +9
Total Calls 5 6 -16.67%
Total Puts 3 3 -
PUT/CALL Ratio 0.6 0.5 Bullish

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 Q2)

147 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ikarian Capital, LLC 0.65% 3,962,972 $6.1M
2 Gmt Capital Corp 0.28% 3,505,398 $5.4M
3 Hennion & Walsh Asset Management, Inc. 0.12% 2,830,397 $4.3M
4 Aster Capital Management (DIFC) Ltd 0.09% 398,073 $386K
5 Rtw Investments, LP 0.09% 6,666,666 $10.2M
6 Headlands Technologies LLC 0.08% 511,575 $783K
7 Silverback Asset Management LLC 0.04% 250,000 $382K
8 Diadema Partners LP 0.04% 200,000 $306K
9 Cora Capital Advisors LLC 0.04% 89,220 $137K
10 Procyon Advisors, LLC 0.03% 440,738 $674K
11 Persistent Asset Partners Ltd 0.02% 50,559 $77K
12 Boothbay Fund Management, LLC 0.02% 1,097,742 $1.7M
13 Two Sigma Securities, LLC 0.02% 156,027 $239K
14 SmartHarvest Portfolios, LLC 0.01% 22,653 $35K
15 R Squared Ltd 0.01% 10,521 $16K
16 Voleon Capital Management LP 0.01% 296,996 $454K
17 Profund Advisors LLC 0.01% 196,198 $300K
18 Eagle Wealth Strategies LLC 0.01% 14,000 $21K
19 State of Wyoming 0.01% 51,322 $79K
20 Millennium Management LLC 0.01% 13,943,252 $21.3M
21 Truefg, LLC 0.01% 21,000 $32K
22 Caitong International Asset Management Co., Ltd 0.01% 34,181 $52K
23 Axq Capital, LP 0.01% 42,769 $65K
24 Hrt Financial LP 0.00% 1,768,297 $2.7M
25 Marshall Wace, LLP 0.00% 3,410,257 $5.2M
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 59% buying: Last quarter: 93 funds bought or added vs 64 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 OCGN holders?

Elite ownership — 63% AUM from top-100 funds: 39 of 147 holders are among the 100 largest funds by AUM, controlling 63% 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?

52% of holders stayed for 2+ years: 78 out of 149 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.

Full history →