OCUL Institutional Ownership
Ocular Therapeutix, Inc.
1W: +1.1%
1M: -12.3%
3M: -19.6%
YTD: -43.1%
1Y: -41.5%
3Y: +186.0%
5Y: -41.5%
$6.72
+0.25 (+3.86%)
Pre-Market: $7.16 (+0.44, +6.55%)
Weekly Expected Move ±13.0%
$5
$6
$6
$7
$8
Credit Risk of going bust: higher than 54% of companies Debt: 5.1% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.05 (down 99.2%), Ocular Therapeutix, Inc. would be worth roughly what it owes.
Total debt $79.4M against a stock market value of $1.48B.
Distance to default 4.76 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $39.5M (short-term plus half of long-term), stock volatility 73.9%; Altman Z'' 0.09. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.05 (down 99.2%), Ocular Therapeutix, Inc. would be worth roughly what it owes.
Total debt $79.4M against a stock market value of $1.48B.
Distance to default 4.76 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $39.5M (short-term plus half of long-term), stock volatility 73.9%; Altman Z'' 0.09. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — OCUL
304
Institutional Holders
-17 vs prior quarter
0.0%
Ownership
+0.00pp
$2B
Total Invested
35
New Positions
103
Increased
118
Reduced
38
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (343 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 32,844,043 | $221M | +190,279 | +0.6% | 18Q | SEC ↗ |
| 2 | Deep Track Capital, LP | 19,686,282 | $132M | — | +0.0% | 11Q | SEC ↗ |
| 3 | BlackRock, Inc. | 19,376,555 | $130M | +3,243,624 | +20.1% | 8Q | SEC ↗ |
| 4 | Avoro Capital Advisors LLC | 12,540,000 | $84M | +225,000 | +1.8% | 10Q | SEC ↗ |
| 5 | Summer Road LLC | 12,208,296 | $82M | +328,471 | +2.8% | 34Q | SEC ↗ |
| 6 | Venrock Adviser, LLC | 10,346,926 | $70M | — | +0.0% | 11Q | SEC ↗ |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | 8,832,595 | $59M | +113,556 | +1.3% | 2Q | SEC ↗ |
| 8 | PRICE T ROWE ASSOCIATES INC /MD | 7,623,533 | $51M | +1,726,384 | +29.3% | 16Q | SEC ↗ |
| 9 | Logos Global Management LP | 5,300,000 | $36M | +1,450,000 | +37.7% | 11Q | SEC ↗ |
| 10 | STATE STREET CORP | 5,233,282 | $35M | +524,863 | +11.1% | 46Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5,021,092 | $34M | +491,907 | +10.9% | 48Q | SEC ↗ |
| 12 | Point72 Asset Management, L.P. | 3,292,193 | $22M | -2,242,792 | -40.5% | 9Q | SEC ↗ |
| 13 | DIMENSIONAL FUND ADVISORS LP | 2,783,367 | $19M | +2,133,611 | +328.4% | 2Q | SEC ↗ |
| 14 | Balyasny Asset Management L.P. | 2,270,707 | $15M | -421,915 | -15.7% | 7Q | SEC ↗ |
| 15 | Octagon Capital Advisors LP | 2,075,000 | $14M | -1,091,600 | -34.5% | 10Q | SEC ↗ |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1,973,130 | $13M | +378,464 | +23.7% | 2Q | SEC ↗ |
| 17 | NORTHERN TRUST CORP | 1,799,426 | $12M | +273,800 | +17.9% | 48Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 1,761,754 | $12M | +651,388 | +58.7% | 15Q | SEC ↗ |
| 19 | Nuveen, LLC | 1,697,274 | $11M | +1,286,194 | +312.9% | 6Q | SEC ↗ |
| 20 | Woodline Partners LP | 1,667,609 | $11M | — | +0.0% | 8Q | SEC ↗ |
| 21 | TCG Crossover Management, LLC | 1,647,752 | $11M | — | +0.0% | 10Q | SEC ↗ |
| 22 | UBS Group AG | 1,551,001 | $10M | +30,370 | +2.0% | 47Q | SEC ↗ |
| 23 | ADAGE CAPITAL PARTNERS GP, L.L.C. NEW | 1,550,000 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 1,533,438 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,533,438 | $10M | +72,261 | +4.9% | 15Q | SEC ↗ |
| 26 | Defilade Capital Management, L.P. | 1,490,286 | $10M | +2,641 | +0.2% | 3Q | SEC ↗ |
| 27 | Squarepoint Ops LLC | 1,415,913 | $10M | +435,156 | +44.4% | 4Q | SEC ↗ |
| 28 | Invesco Ltd. | 1,344,391 | $9M | -192,388 | -12.5% | 26Q | SEC ↗ |
| 29 | Boxer Capital Management, LLC | 1,300,000 | $9M | +950,000 | +271.4% | 2Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 1,289,200 | $9M | +44,176 | +3.5% | 2Q | SEC ↗ |
| 31 | TWO SIGMA INVESTMENTS, LP | 1,218,513 | $8M | -611,646 | -33.4% | 16Q | SEC ↗ |
| 32 | Knoll Capital Management, LLC | 1,150,400 | $8M | +550,000 | +91.6% | 14Q | SEC ↗ |
| 33 | HRT FINANCIAL LP | 1,077,090 | $7M | +367,872 | +51.9% | 4Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 963,316 | $6M | +103,831 | +12.1% | 7Q | SEC ↗ |
| 35 | AQR CAPITAL MANAGEMENT LLC | 950,338 | $6M | +450,999 | +90.3% | 8Q | SEC ↗ |
| 36 | MORGAN STANLEY | 911,831 | $6M | -368,288 | -28.8% | 48Q | SEC ↗ |
| 37 | Candriam S.C.A. | 907,839 | $6M | -41,377 | -4.4% | 3Q | SEC ↗ |
| 38 | Empire Life Investments Inc. | 871,692 | $6M | -12,605 | -1.4% | 4Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 785,732 | $5M | +21,117 | +2.8% | 20Q | SEC ↗ |
| 40 | PEREGRINE CAPITAL MANAGEMENT LLC | 753,495 | $5M | +33,033 | +4.6% | 6Q | SEC ↗ |
| 41 | Aptus Capital Advisors, LLC | 638,691 | $4M | +108,912 | +20.6% | 9Q | SEC ↗ |
| 42 | Second Line Capital, LLC | 638,640 | $4M | +110,350 | +20.9% | 9Q | SEC ↗ |
| 43 | Opaleye Management Inc. | 600,000 | $4M | — | +0.0% | 30Q | SEC ↗ |
| 44 | ALGERT GLOBAL LLC | 592,309 | $4M | +53,370 | +9.9% | 3Q | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 553,236 | $4M | +77,249 | +16.2% | 48Q | SEC ↗ |
| 46 | Man Group plc | 543,582 | $4M | +366,114 | +206.3% | 3Q | SEC ↗ |
| 47 | Sio Capital Management, LLC | 539,493 | $4M | -429,104 | -44.3% | 2Q | SEC ↗ |
| 48 | ACUTA CAPITAL PARTNERS, LLC | 532,481 | $4M | -59,627 | -10.1% | 11Q | SEC ↗ |
| 49 | TUDOR INVESTMENT CORP ET AL | 522,663 | $4M | -91,715 | -14.9% | 4Q | SEC ↗ |
| 50 | BANK OF AMERICA CORP /DE | 519,231 | $3M | +122,139 | +30.8% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,550,000 | $10M |
| Sixth Street Partners Management Co | 1,533,438 | $10M |
| Trexquant Investment LP | 418,781 | $3M |
| ORBIMED ADVISORS LLC | 220,000 | $1M |
| CSM Advisors, LLC | 190,194 | $1M |
| Exome Asset Management LLC | 181,588 | $1M |
| Wealthspire Advisors, LLC | 162,960 | $1M |
| J. Goldman & Co LP | 101,760 | $684K |
| Jupiter Topco LLC | 68,500 | $460K |
| ExodusPoint Capital Management, LP | 51,730 | $348K |
| MGO ONE SEVEN LLC | 45,989 | $309K |
| Engineers Gate Manager LP | 40,800 | $274K |
| COWA, LLC | 38,181 | $257K |
| Campbell & CO Investment Adviser LL | 31,135 | $209K |
| GSA CAPITAL PARTNERS LLP | 26,707 | $179K |
| nVerses Capital, LLC | 26,117 | $176K |
| Jain Global LLC | 22,942 | $154K |
| Composition Wealth, LLC | 20,018 | $135K |
| ALLSTATE CORP | 16,047 | $108K |
| GROUP ONE TRADING LLC | 13,823 | $93K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Paradigm Biocapital Advisors LP | 2,935,284 | $20M |
| Commodore Capital LP | 2,575,000 | $17M |
| DELTEC ASSET MANAGEMENT LLC | 2,340,620 | $16M |
| Saturn V Capital Management LP | 1,504,880 | $10M |
| Artisan Partners Limited Partnershi | 902,931 | $6M |
| READYSTATE ASSET MANAGEMENT LP | 883,621 | $6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 812,078 | $5M |
| JANE STREET GROUP, LLC | 804,589 | $5M |
| Spruce Street Capital LP | 783,999 | $5M |
| Catalio Capital Management, LP | 714,501 | $5M |
| Aberdeen Group plc | 558,380 | $4M |
| Qube Research & Technologies Ltd | 531,816 | $4M |
| STEMPOINT CAPITAL LP | 522,693 | $4M |
| Patient Square Capital LP | 490,000 | $3M |
| SUPERSTRING CAPITAL MANAGEMENT LP | 418,080 | $3M |
| Rosalind Advisors, Inc. | 400,000 | $3M |
| Prescott Group Capital Management, | 313,000 | $2M |
| FIRST TRUST ADVISORS LP | 308,321 | $2M |
| Neo Ivy Capital Management | 160,389 | $1M |
| Artia Global Partners LP | 141,061 | $948K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +3,243,624 | +20.1% | 19,376,555 |
| DIMENSIONAL FUND ADVISORS LP | +2,133,611 | +328.4% | 2,783,367 |
| PRICE T ROWE ASSOCIATES INC /MD | +1,726,384 | +29.3% | 7,623,533 |
| Logos Global Management LP | +1,450,000 | +37.7% | 5,300,000 |
| Nuveen, LLC | +1,286,194 | +312.9% | 1,697,274 |
| Boxer Capital Management, LLC | +950,000 | +271.4% | 1,300,000 |
| GOLDMAN SACHS GROUP INC | +651,388 | +58.7% | 1,761,754 |
| Knoll Capital Management, LLC | +550,000 | +91.6% | 1,150,400 |
| STATE STREET CORP | +524,863 | +11.1% | 5,233,282 |
| GEODE CAPITAL MANAGEMENT, LLC | +491,907 | +10.9% | 5,021,092 |
| AQR CAPITAL MANAGEMENT LLC | +450,999 | +90.3% | 950,338 |
| Squarepoint Ops LLC | +435,156 | +44.4% | 1,415,913 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +378,464 | +23.7% | 1,973,130 |
| HRT FINANCIAL LP | +367,872 | +51.9% | 1,077,090 |
| Man Group plc | +366,114 | +206.3% | 543,582 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +333,376 | +221.2% | 484,120 |
| Summer Road LLC | +328,471 | +2.8% | 12,208,296 |
| NORTHERN TRUST CORP | +273,800 | +17.9% | 1,799,426 |
| BNP PARIBAS FINANCIAL MARKETS | +233,751 | +311.0% | 308,903 |
| Avoro Capital Advisors LLC | +225,000 | +1.8% | 12,540,000 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANUS HENDERSON GROUP PLC | -4,160,702 | -98.4% | 68,500 |
| ALLIANCEBERNSTEIN L.P. | -3,902,667 | -94.5% | 227,020 |
| Point72 Asset Management, L.P. | -2,242,792 | -40.5% | 3,292,193 |
| Octagon Capital Advisors LP | -1,091,600 | -34.5% | 2,075,000 |
| RENAISSANCE TECHNOLOGIES LLC | -769,228 | -67.0% | 378,754 |
| MARSHALL WACE, LLP | -614,770 | -83.0% | 126,033 |
| TWO SIGMA INVESTMENTS, LP | -611,646 | -33.4% | 1,218,513 |
| Walleye Capital LLC | -539,360 | -72.8% | 201,782 |
| Sio Capital Management, LLC | -429,104 | -44.3% | 539,493 |
| Balyasny Asset Management L.P. | -421,915 | -15.7% | 2,270,707 |
| DEUTSCHE BANK AG | -407,596 | -64.5% | 224,145 |
| MORGAN STANLEY | -368,288 | -28.8% | 911,831 |
| Caption Management, LLC | -342,959 | -89.6% | 39,800 |
| Pictet Asset Management Holding SA | -335,324 | -92.5% | 27,272 |
| CITADEL ADVISORS LLC | -325,438 | -51.2% | 310,484 |
| Birchview Capital, LP | -299,345 | -93.5% | 20,655 |
| XTX Topco Ltd | -293,713 | -74.3% | 101,471 |
| MIRABELLA FINANCIAL SERVICES LLP | -250,009 | -84.9% | 44,619 |
| Verition Fund Management LLC | -228,139 | -43.3% | 299,199 |
| Invesco Ltd. | -192,388 | -12.5% | 1,344,391 |