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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
EWA
126
EverSource Wealth Advisors
Alabama
$1.21K +$1.22K +15 New
AW
127
Avion Wealth
Texas
$1K +$895 +11 New
ATC
128
Adirondack Trust Company
New York
$882 – – –
FFA
129
Farther Finance Advisors
California
$541 +$570 +7 New
QCG
130
Quadrant Capital Group
Ohio
$498 +$488 +6 New
NA
131
NewEdge Advisors
Louisiana
$400 +$407 +5 New
PA
132
Parallel Advisors
California
$222 -$163 -2 -40%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$216 +$244 +3 New
US Bancorp
134
US Bancorp
Minnesota
$206 -$15.2K -187 -98%
CTA
135
Colonial Trust Advisors
South Carolina
$173 – – –
RA
136
Rise Advisors
New York
$135 – – –
MTIC
137
Missouri Trust & Investment Company
Missouri
$124 – – –
ASN
138
Advisory Services Network
Georgia
$70 +$81 +1 New
CIP
139
Champlain Investment Partners
Vermont
– -$21M -128,436 Closed
EHI
140
Eagle Health Investments
Connecticut
– -$16.3M -99,634 Closed
FLAM
141
First Light Asset Management
Minnesota
– -$11.1M -68,088 Closed
RI
142
RTW Investments
New York
– -$8.8M -53,911 Closed
Jennison Associates
143
Jennison Associates
New York
– -$8.29M -50,813 Closed
PA
144
Perceptive Advisors
New York
– -$7.2M -44,132 Closed
GC
145
GMT Capital
Georgia
– -$5.88M -36,052 Closed
NCGI
146
Next Century Growth Investors
Minnesota
– -$3.63M -22,219 Closed
UBS AM
147
UBS AM
Illinois
– -$1.51M -9,240 Closed
PVI
148
Pura Vida Investments
New York
– -$1.5M -9,222 Closed
Amundi
149
Amundi
France
– -$398K -7,818 Closed
Swiss National Bank
150
Swiss National Bank
Switzerland
– -$1.12M -6,853 Closed
4 5
6
7 8

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.