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Oaktree Specialty Lending
OCSL

Overview Fund Activity

195 hedge funds and large institutions have $475M invested in Oaktree Specialty Lending in 2024 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 37 closing their positions.

Holders
195
Holders Change
+4
Holders Change %
+2.09%
% of All Funds
2.6%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
42
Increased
70
Reduced
56
Closed
37
Calls
$955K
Puts
$596K
Net Calls
+$359K
Net Calls Change
+$188K

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$18.1M
2
Invesco
2
Invesco
Georgia
$13.4M
3
PMG
3
Private Management Group
California
$32.5M
4
JVBC
4
J.V. Bruni & Co
Colorado
$29.5M
5
Millennium Management
5
Millennium Management
New York
$5.88M

Top Sellers

1
HCA
1
Harbor Capital Advisors
Illinois
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Two Sigma Investments
3
Two Sigma Investments
New York
$2.51M
4
TI
4
TrueMark Investments
Illinois
$0
5
BPA
5
Beacon Pointe Advisors
California
$490K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
51
Confluence Investment Management
Missouri
$1.99M +$10.5K +689 +0.5%
Lido Advisors
52
Lido Advisors
California
$1.9M +$70.5K +4,615 +4%
HighTower Advisors
53
HighTower Advisors
Illinois
$1.89M -$264K -17,289 -12%
Goldman Sachs
54
Goldman Sachs
New York
$1.84M +$1.35M +88,453 +277%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$1.78M +$240K +15,673 +16%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$1.78M +$1.78M +116,510 New
LPL Financial
57
LPL Financial
California
$1.63M -$311K -20,373 -16%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$1.63M +$793K +51,869 +95%
TCM
59
TT Capital Management
California
$1.47M +$1.47M +94,494 New
Jane Street
60
Jane Street
New York
$1.41M +$1.2M +78,453 +555%
Mariner
61
Mariner
Kansas
$1.41M -$85.8K -5,615 -6%
Marshall Wace
62
Marshall Wace
United Kingdom
$1.18M -$2.48M -162,059 -68%
Universal-Beteiligungs- und Servicegesellschaft
63
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.16M +$1.16M +76,100 New
VEA
64
Virtus ETF Advisers
New York
$1.16M +$322K +21,100 +39%
VIPI
65
Vista Investment Partners II
Indiana
$1.05M +$1.05M +68,794 New
HCMG
66
Howard Capital Management Group
California
$948K – – –
WIA
67
Wealthedge Investment Advisors
New York
$943K +$943K +61,690 New
Northern Trust
68
Northern Trust
Illinois
$879K +$208K +13,626 +31%
NA
69
Nordwand Advisors
Pennsylvania
$879K -$81.6K -5,340 -8%
Brown Advisory
70
Brown Advisory
Maryland
$825K – – –
Citadel Advisors
71
Citadel Advisors
Florida
$813K +$720K +47,139 +773%
AG
72
AlTi Global
New York
$810K – – –
Stifel Financial
73
Stifel Financial
Missouri
$774K -$55.7K -3,645 -7%
SWP
74
Strategic Wealth Partners
Ohio
$753K +$3.14K +200 +0.4%
ACM
75
Arlington Capital Management
Illinois
$740K +$740K +48,429 New
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