Key Insights

• Oculis Holding's significant individual investors ownership suggests that the key decisions are influenced by shareholders from the larger public
• The top 22 shareholders own 43% of the company
• 38% of Oculis Holding is held by Institutions

Every investor in Oculis Holding AG (NASDAQ:OCS) should be aware of the most powerful shareholder groups. With 57% stake, individual investors possess the maximum shares in the company. That is, the group stands to benefit the most if the stock rises (or lose the most if there is a downturn).

Following a 8.7% increase in the stock price last week, individual investors profited the most, but institutions who own 38% stock also stood to gain from the increase.

Let's delve deeper into each type of owner of Oculis Holding, beginning with the chart below.

What Does The Institutional Ownership Tell Us About Oculis Holding?

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.

We can see that Oculis Holding does have institutional investors; and they hold a good portion of the company's stock. This suggests some credibility amongst professional investors. But we can't rely on that fact alone since institutions make bad investments sometimes, just like everyone does. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Oculis Holding's historic earnings and revenue below, but keep in mind there's always more to the story.

Hedge funds don't have many shares in Oculis Holding. Our data shows that LSP Advisory B.V., is the largest shareholder with 17% of shares outstanding. With 5.6% and 4.9% of the shares outstanding respectively, Landsbréf Hf. and BVCF Management Ltd are the second and third largest shareholders. Additionally, the company's CEO Riad Sherif directly holds 2.1% of the total shares outstanding.

Our studies suggest that the top 22 shareholders collectively control less than half of the company's shares, meaning that the company's shares are widely disseminated and there is no dominant shareholder.

While it makes sense to study institutional ownership data for a company, it also makes sense to study analyst sentiments to know which way the wind is blowing. Quite a few analysts cover the stock, so you could look into forecast growth quite easily.

Insider Ownership Of Oculis Holding

The definition of an insider can differ slightly between different countries, but members of the board of directors always count. Management ultimately answers to the board. However, it is not uncommon for managers to be executive board members, especially if they are a founder or the CEO.

Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.

Our most recent data indicates that insiders own some shares in Oculis Holding AG. In their own names, insiders own US$21m worth of stock in the US$673m company. This shows at least some alignment. You can click here to see if those insiders have been buying or selling.

General Public Ownership

The general public, mostly comprising of individual investors, collectively holds 57% of Oculis Holding shares. With this amount of ownership, retail investors can collectively play a role in decisions that affect shareholder returns, such as dividend policies and the appointment of directors. They can also exercise the power to vote on acquisitions or mergers that may not improve profitability.

Next Steps:

It's always worth thinking about the different groups who own shares in a company. But to understand Oculis Holding better, we need to consider many other factors. Take risks for example - Oculis Holding has 4 warning signs (and 2 which are significant) we think you should know about.

If you would prefer discover what analysts are predicting in terms of future growth, do not miss this free report on analyst forecasts.

NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.