| Avoro Capital Advisors LLC |
| 12.5M |
| $123.1M |
| +1.8% |
| 5.727% |
| 1.11% |
| 5 | SUMMER ROAD LLC | 12.2M | $119.9M | +2.8% | 5.576% | 74.46% |
| 6 | Venrock Adviser, LLC | 10.3M | $101.6M | 0.0% | 4.726% | 3.08% |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 8.8M | $86.7M | +1.3% | 4.034% | 0.00% |
| 8 | Logos Global Management LP | 5.3M | $52.0M | +37.7% | 2.421% | 2.24% |
| 9 | STATE STREET CORP | 5.2M | $51.4M | +11.2% | 2.390% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5.0M | $49.3M | +10.9% | 2.293% | 0.00% |
| 11 | Point72 Asset Management, L.P. | 3.3M | $32.3M | -40.5% | 1.504% | 0.04% |
| 12 | BALYASNY ASSET MANAGEMENT L.P. | 3.2M | $31.9M | +20.5% | 1.482% | 0.04% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 2.8M | $27.3M | +328.4% | 1.271% | 0.00% |
| 14 | Octagon Capital Advisors LP | 2.1M | $20.4M | -34.5% | 0.948% | 1.83% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.0M | $19.4M | +23.7% | 0.901% | 0.00% |
| 16 | NORTHERN TRUST CORP | 1.8M | $17.7M | +17.9% | 0.822% | 0.00% |
| 17 | GOLDMAN SACHS GROUP INC | 1.8M | $17.3M | +58.7% | 0.805% | 0.00% |
| 18 | Nuveen, LLC | 1.7M | $16.7M | +312.9% | 0.775% | 0.00% |
| 19 | Woodline Partners LP | 1.7M | $16.4M | 0.0% | 0.762% | 0.05% |
| 20 | TCG Crossover Management, LLC | 1.6M | $16.2M | 0.0% | 0.752% | 0.39% |
| 21 | UBS Group AG | 1.6M | $15.2M | +2.0% | 0.708% | 0.00% |
| 22 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.6M | $15.2M | — | 0.708% | 0.02% |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $15.1M | +5.0% | 0.700% | 0.00% |
| 24 | Defilade Capital Management, L.P. | 1.5M | $14.6M | +0.2% | 0.681% | 1.96% |
| 25 | Squarepoint Ops LLC | 1.4M | $13.9M | +44.4% | 0.647% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in OCUL — a direct measure of their conviction.
| 81.80% |
| 0.52 pp |
| $954M |
| 13% |
| Q4 2024 | 181 | +11% | 82.32% | 4.25 pp | $1.09B | 5.8% |
| Q3 2024 | 163 | — | 86.57% | — | $1.16B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
OCUL institutional ownership fell by 2.11 percentage points quarter-over-quarter, with a net change of -10 holders.
The top 10 institutions account for 66.4% of all reported 13F value in OCUL, and the top 25 account for 81.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Ocular Therapeutix, Inc. (OCUL) Institutional Ownership