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Outset Medical

138 hedge funds and large institutions have $760M invested in Outset Medical in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 41 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 41

5% more capital invested

Capital invested by funds: $721M → $760M (+$38.2M)

0.13% less ownership

Funds ownership: 6.76%6.63% (-0.13%)

7% less funds holding

Funds holding: 149138 (-11)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

87% less call options, than puts

Call options by funds: $229K | Put options by funds: $1.79M

Holders
138
Holders Change
-11
Holders Change %
-7.38%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
52
Reduced
41
Closed
28
Calls
$229K
Puts
$1.79M
Net Calls
-$1.56M
Net Calls Change
-$8.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$115M +$570K +2,130 +0.4%
JP Morgan Chase
2
JP Morgan Chase
New York
$80.4M -$2.61M -9,765 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$71.5M +$2.62M +9,792 +3%
BlackRock
4
BlackRock
New York
$52.7M +$1.35M +5,033 +2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$50.5M +$56.6M +211,542 New
BG
6
Bellevue Group
Switzerland
$38.5M +$1.62M +6,049 +4%
CIP
7
Champlain Investment Partners
Vermont
$30.9M +$4.77M +17,831 +16%
State Street
8
State Street
Massachusetts
$20M +$1.61M +6,031 +8%
EHI
9
Eagle Health Investments
Connecticut
$19.7M +$3.91M +14,602 +21%
PA
10
Perceptive Advisors
New York
$18.6M +$3.03M +11,327 +17%
CWG
11
C WorldWide Group
Denmark
$15.9M +$4.46M +16,667 +33%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$15.8M +$2.06M +7,695 +13%
Jennison Associates
13
Jennison Associates
New York
$15.3M +$299K +1,115 +2%
RI
14
RTW Investments
New York
$14.5M
PVI
15
Pura Vida Investments
New York
$14.4M +$8.23M +30,728 +104%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$14.1M -$10.7M -39,830 -40%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$13.8M +$1.29M +4,835 +9%
PHS
18
PFM Health Sciences
California
$11.6M +$13M +48,628 New
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$11.3M +$4.21M +15,713 +50%
NCGI
20
Next Century Growth Investors
Minnesota
$10.8M +$7.5M +28,010 +163%
Ensign Peak Advisors
21
Ensign Peak Advisors
Utah
$10M +$255K +951 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$8.4M -$4.97M -18,562 -35%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$8.14M -$362K -1,351 -3%
Morgan Stanley
24
Morgan Stanley
New York
$6.88M +$321K +1,199 +4%
Northern Trust
25
Northern Trust
Illinois
$6.83M +$213K +795 +3%

OM Hedge Fund Activity: Q3 2022 in Review

138 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Outset Medical (OM) for Q3 2022, worth a combined $760M — up 5.3% from $721M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of OM and 18 opened new positions — a net loss of 10 holders — while 41 trimmed existing stakes and 52 added.

The largest buyer was PFM Health Sciences, opening a new position worth an estimated $13M. The largest seller was T. Rowe Price Associates, cutting an estimated $50.2M.

  • 138 institutional investors held Outset Medical (OM) as of Q3 2022, down from 149 in Q2 2022.
  • Funds reported $760M of Outset Medical stock for Q3 2022, up 5.3% quarter-over-quarter.
  • 18 funds opened new Outset Medical positions in Q3 2022 and 28 closed out, a net change of -10 holders.
  • The largest Outset Medical buyer in Q3 2022 was PFM Health Sciences, an estimated $13M added.
  • The largest Outset Medical seller in Q3 2022 was T. Rowe Price Associates, an estimated $50.2M sold.

Based on aggregated 13F filings for Q3 2022.