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Outset Medical

162 hedge funds and large institutions have $957M invested in Outset Medical in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 41 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more call options, than puts

Call options by funds: $723K | Put options by funds: $311K

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

44% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 41

7% more funds holding

Funds holding: 152162 (+10)

0.36% more ownership

Funds ownership: 6.77%7.13% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

24% less capital invested

Capital invested by funds: $1.26B → $957M (-$305M)

Holders
162
Holders Change
+10
Holders Change %
+6.58%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
59
Reduced
41
Closed
19
Calls
$723K
Puts
$311K
Net Calls
+$412K
Net Calls Change
-$9.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$134M +$1.21M +3,292 +0.7%
JP Morgan Chase
2
JP Morgan Chase
New York
$90.9M +$10.3M +28,171 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.8M +$2.09M +5,691 +2%
BlackRock
4
BlackRock
New York
$63.2M -$1.58M -4,313 -2%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$60.6M -$5.52M -15,048 -6%
BG
6
Bellevue Group
Switzerland
$53.5M +$1.54M +4,205 +2%
CIP
7
Champlain Investment Partners
Vermont
$33.6M -$822K -2,239 -2%
B
8
Braidwell
Connecticut
$32.3M +$1.22M +3,320 +3%
State Street
9
State Street
Massachusetts
$24M +$3.18M +8,652 +11%
EHI
10
Eagle Health Investments
Connecticut
$22.1M -$495K -1,348 -2%
PA
11
Perceptive Advisors
New York
$20M
CWG
12
C WorldWide Group
Denmark
$18.4M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$17.5M -$482K -1,313 -2%
Ameriprise
14
Ameriprise
Minnesota
$17.2M +$18.6M +50,557 +424%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$16.9M +$859K +2,341 +4%
PVI
16
Pura Vida Investments
New York
$16.9M +$11.4M +30,983 +102%
RI
17
RTW Investments
New York
$14.9M -$2.47M -6,732 -11%
Jennison Associates
18
Jennison Associates
New York
$11.2M -$83.3K -227 -0.6%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$10.5M +$34.5K +94 +0.2%
RPAM
20
Rhenman & Partners Asset Management
Sweden
$10.2M +$4.89M +13,333 +56%
NCGI
21
Next Century Growth Investors
Minnesota
$10.1M +$1.61M +4,387 +14%
Bank of America
22
Bank of America
North Carolina
$9.8M +$2.3M +6,278 +21%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$9.47M -$4.81M -13,114 -28%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$9.31M +$4.78M +13,024 +63%
Morgan Stanley
25
Morgan Stanley
New York
$9.08M -$3.34M -9,098 -22%

OM Hedge Fund Activity: Q1 2023 in Review

162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Outset Medical (OM) for Q1 2023, worth a combined $957M — down 24% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new OM positions and 19 closed out — a net gain of 13 holders — while 59 added to existing stakes and 41 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.6M. The largest seller was Barclays, cutting an estimated $10.2M.

  • 162 institutional investors held Outset Medical (OM) as of Q1 2023, up from 152 in Q4 2022.
  • Funds reported $957M of Outset Medical stock for Q1 2023, down 24% quarter-over-quarter.
  • 32 funds opened new Outset Medical positions in Q1 2023 and 19 closed out, a net change of +13 holders.
  • The largest Outset Medical buyer in Q1 2023 was Ameriprise, an estimated $18.6M added.
  • The largest Outset Medical seller in Q1 2023 was Barclays, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2023.