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
↑ +36
Streak
2Q ▲
Buyers last Q
66%

Smart Money Signals — OCUL

Based on 242 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added OCUL 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
242 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
+68 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.
🟢

More buyers than sellers — 66% buying

163 buying85 selling
Last quarter: 163 funds were net buyers (59 opened a brand new position + 104 added to an existing one). Only 85 were sellers (62 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new OCUL position: 35 → 22 → 48 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 30% medium ■ 24% new
111 out of 242 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.
🚀

Acceleration phase — new buyers rushing in

31 → 35 → 22 → 48 → 59 new funds/Q
New funds entering each quarter: 35 → 22 → 48 → 59. 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.
🏛️

Deep conviction — 57% of holders stayed 2+ years

■ 57% veterans ■ 15% 1-2yr ■ 27% new
Of 255 current holders: 146 (57%) 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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
32 of 242 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

46 top-rated funds 7 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: OCUL
2026 Q1 Stats Unlock in 10 days 255 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 255 217 17.51%
13F Shares 196M 190M 3.38%
Total Value $2.38B $2.21B 7.35%
New Positions 59 52 +7
Increased Positions 125 86 +39
Closed Positions 23 23 -
Reduced Positions 75 65 +10
Total Calls 9 8 12.5%
Total Puts 9 6 50.0%
PUT/CALL Ratio 1.0 0.75 Neutral

Statistics: OCUL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

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.

Top 25 institutional holders of OCUL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SUMMER ROAD LLC 70.84% 11,879,825 $100.6M
2 DELTEC ASSET MANAGEMENT LLC 3.64% 2,340,620 $19.8M
3 RoundAngle Advisors LLC 1.05% 166,484 $1.4M
4 PEREGRINE CAPITAL MANAGEMENT LLC 0.23% 720,462 $6.1M
5 PSP Research LLC 0.09% 15,000 $127K
6 E. Ohman J:or Asset Management AB 0.07% 300,000 $2.5M
7 WOODWARD DIVERSIFIED CAPITAL, LLC 0.05% 11,200 $110K
8 Candriam S.C.A. 0.04% 949,216 $8.0M
9 COURIER CAPITAL LLC 0.03% 72,104 $611K
10 FINANCIAL MANAGEMENT NETWORK INC 0.03% 22,000 $205K
11 China Universal Asset Management Co., Ltd. 0.02% 38,631 $327K
12 WESBANCO BANK INC 0.02% 103,000 $872K
13 Hilton Head Capital Partners, LLC 0.02% 4,520 $38K
14 Bernardo Wealth Planning LLC 0.02% 10,879 $92K
15 AlphaQuest LLC 0.02% 26,460 $321K
16 Relyea Zuckerberg Hanson LLC 0.01% 17,600 $149K
17 Hikari Power Ltd 0.01% 17,000 —
18 Simplify Asset Management Inc. 0.01% 90,000 $762K
19 Founders Capital Management 0.01% 2,500 $21K
20 Raiffeisen Bank International AG 0.01% 95,000 $703K
21 Y-Intercept (Hong Kong) Ltd 0.01% 54,703 $463K
22 PROFUND ADVISORS LLC 0.01% 27,750 $235K
23 Aberdeen Group plc 0.01% 558,380 $4.7M
24 INTECH INVESTMENT MANAGEMENT LLC 0.01% 75,843 $642K
25 EMERALD ADVISERS, LLC 0.01% 20,768 $176K
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?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OCUL 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 OCUL?

More buyers than sellers — 66% buying: Last quarter: 163 funds were net buyers (59 opened a brand new position + 104 added to an existing one). Only 85 were sellers (62 trimmed + 23 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OCUL holders?

Strong quality — 37% AUM from major funds: 32 of 242 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OCUL?

46% of holders stayed for 2+ years: 111 out of 242 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.