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Outset Medical
OM

140 hedge funds and large institutions have $308M invested in Outset Medical in 2023 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.36% more ownership

Funds ownership: 7.2% → 7.55% (+0.36%)

8% less funds holding

Funds holding: 152 → 140 (-12)

16% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 43

24% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 49

47% less capital invested

Capital invested by funds: $584M → $308M (-$276M)

91% less call options, than puts

Call options by funds: $273K | Put options by funds: $3.16M

Holders
140
Holders Change
-12
Holders Change %
-7.89%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
36
Reduced
43
Closed
49
Calls
$273K
Puts
$3.16M
Net Calls
-$2.89M
Net Calls Change
-$3.02M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$33.3M
2
Ameriprise
Ameriprise
Minnesota
+$6.68M
3
PHS
PFM Health Sciences
California
+$5.42M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$4.19M
5
Norges Bank
Norges Bank
Norway
+$2.5M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$21M
2
EHI
Eagle Health Investments
Connecticut
-$16.3M
3
FLAM
First Light Asset Management
Minnesota
-$11.1M
4
RI
RTW Investments
New York
-$8.8M
5
Jennison Associates
Jennison Associates
New York
-$8.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ensign Peak Advisors
26
Ensign Peak Advisors
Utah
$1.97M +$57.4K +705 +3%
Charles Schwab
27
Charles Schwab
California
$1.83M -$238K -2,919 -11%
Renaissance Technologies
28
Renaissance Technologies
New York
$1.8M +$1.16M +14,227 +179%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$1.66M +$1.66M +20,450 New
Lazard Asset Management
30
Lazard Asset Management
New York
$1.39M +$198K +2,433 +17%
Bank of America
31
Bank of America
North Carolina
$1.34M +$623K +7,659 +87%
Goldman Sachs
32
Goldman Sachs
New York
$1.29M +$883K +10,855 +217%
Jane Street
33
Jane Street
New York
$1.24M +$1.14M +13,996 +1,142%
SPS
34
Susquehanna Portfolio Strategies
Pennsylvania
$1.14M +$1.15M +14,075 New
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$1.1M +$1.1M +13,549 New
Dimensional Fund Advisors
36
Dimensional Fund Advisors
Texas
$1.01M -$132K -1,627 -12%
PP
37
PDT Partners
New York
$934K +$464K +5,707 +98%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$902K +$687K +8,437 +315%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$896K +$901K +11,068 New
Federated Hermes
40
Federated Hermes
Pennsylvania
$896K -$1.38M -16,960 -61%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$859K -$48.7K -599 -5%
HF
42
HRT Financial
New York
$824K +$827K +10,160 New
Group One Trading
43
Group One Trading
Illinois
$812K +$814K +10,004 +142,914%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$764K -$22.8K -280 -3%
Squarepoint
45
Squarepoint
New York
$702K +$704K +8,651 New
N
46
Nuveen
North Carolina
$699K -$1.04M -12,734 -60%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$501K – – –
GAM
48
Griffin Asset Management
New York
$501K +$240K +2,946 +91%
HighTower Advisors
49
HighTower Advisors
Illinois
$449K -$5.53K -68 -1%
State of Wisconsin Investment Board
50
State of Wisconsin Investment Board
Wisconsin
$411K -$53.5K -658 -12%
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OM Hedge Fund Activity: Q4 2023 in Review

140 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Outset Medical (OM) for Q4 2023, worth a combined $308M — down 47% from $584M a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of OM and 37 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 36 added.

The largest buyer was Morgan Stanley, adding an estimated $33.3M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $21M sold.

  • 140 institutional investors held Outset Medical (OM) as of Q4 2023, down from 152 in Q3 2023.
  • Funds reported $308M of Outset Medical stock for Q4 2023, down 47% quarter-over-quarter.
  • 37 funds opened new Outset Medical positions in Q4 2023 and 49 closed out, a net change of -12 holders.
  • The largest Outset Medical buyer in Q4 2023 was Morgan Stanley, an estimated $33.3M added.
  • The largest Outset Medical seller in Q4 2023 was Champlain Investment Partners, an estimated $21M sold.

Based on aggregated 13F filings for Q4 2023.