OCSL icon

Oaktree Specialty Lending
OCSL

Overview Fund Activity

131 hedge funds and large institutions have $361M invested in Oaktree Specialty Lending in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+5
Holders Change %
+3.97%
% of All Funds
2.65%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
15
Increased
38
Reduced
50
Closed
10
Calls
$318K
Puts
$73K
Net Calls
+$245K
Net Calls Change
+$150K

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$13.9M
2
CAM
Claret Asset Management
Quebec, Canada
+$2.75M
3
Aberdeen Group
Aberdeen Group
United Kingdom
+$1.91M
4
WIM
Waverton Investment Management
United Kingdom
+$1.42M
5
AC
Almitas Capital
California
+$856K

Top Sellers

1
ECM
Evergreen Capital Management
Washington
-$2.04M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.94M
3
JAM
Jacobs Asset Management
New York
-$1.59M
4
SCM
Springhouse Capital Management
Connecticut
-$1.23M
5
FCM
FJ Capital Management
Virginia
-$1.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$310K -$6.03K -415 -2%
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$301K +$96.6K +6,665 +47%
VEA
78
Virtus ETF Advisers
New York
$286K -$117K -8,045 -29%
Canada Life
79
Canada Life
Manitoba, Canada
$251K +$37.6K +2,588 +18%
FFA
80
First Foundation Advisors
California
$250K -$10.6K -733 -4%
PP
81
PDT Partners
New York
$232K -$143K -9,846 -38%
GCP
82
GSA Capital Partners
United Kingdom
$224K +$224K +15,404 New
BRWA
83
B. Riley Wealth Advisors
Florida
$223K +$223K +15,300 New
SCA
84
SMH Capital Advisors
Texas
$216K -$1.54K -106 -0.7%
Russell Investments Group
85
Russell Investments Group
United Kingdom
$195K – – –
BAS
86
Brown Advisory Securities
Maryland
$169K +$1.11K +76 +0.7%
LC
87
Lindbrook Capital
California
$155K – – –
SFI
88
Susquehanna Fundamental Investments
Pennsylvania
$153K -$31.5K -2,170 -17%
OAM
89
Orinda Asset Management
California
$145K -$506K -34,900 -78%
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
$141K +$141K +9,679 New
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$137K +$74.2K +5,121 +118%
LPL Financial
92
LPL Financial
California
$134K +$45.6K +3,146 +52%
AAS
93
Avantax Advisory Services
Texas
$134K +$134K +9,104 New
Goldman Sachs
94
Goldman Sachs
New York
$112K +$112K +7,734 New
Rockefeller Capital Management
95
Rockefeller Capital Management
New York
$106K +$106K +7,367 New
DC
96
Davenport & Co
Virginia
$102K – – –
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$100K -$76.6K -5,277 -43%
Brown Advisory
98
Brown Advisory
Maryland
$97K – – –
Victory Capital Management
99
Victory Capital Management
Texas
$93K -$5.36K -370 -5%
RJFSA
100
Raymond James Financial Services Advisors
Florida
$92K -$2.1K -144 -2%
2 3
4
5 6