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Outset Medical
OM

152 hedge funds and large institutions have $584M invested in Outset Medical in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 52 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.19M

0.02% more ownership

Funds ownership: 7.18% → 7.2% (+0.02%)

2% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 52

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

1% less funds holding

Funds holding: 154 → 152 (-2)

50% less capital invested

Capital invested by funds: $1.16B → $584M (-$574M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
24
Increased
51
Reduced
52
Closed
26
Calls
$1.32M
Puts
$1.19M
Net Calls
+$133K
Net Calls Change
-$219K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$16.5M
2
B
Braidwell
Connecticut
+$14.8M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$9.84M
4
GC
GMT Capital
Georgia
+$8.51M
5
FLAM
First Light Asset Management
Minnesota
+$6.04M

Top Sellers

1
BG
Bellevue Group
Switzerland
-$11.3M
2
Millennium Management
Millennium Management
New York
-$10.6M
3
PAMP
Polar Asset Management Partners
Ontario, Canada
-$7.74M
4
PVI
Pura Vida Investments
New York
-$6.37M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$6.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$81.3M +$1.33M +5,621 +1%
JP Morgan Chase
2
JP Morgan Chase
New York
$55.5M +$3.87M +16,378 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.9M +$342K +1,450 +0.5%
BlackRock
4
BlackRock
New York
$40.5M +$2.9M +12,293 +5%
T. Rowe Price Investment Management
5
T. Rowe Price Investment Management
Maryland
$34.5M – – –
BG
6
Bellevue Group
Switzerland
$26.2M -$11.3M -47,830 -23%
B
7
Braidwell
Connecticut
$26.1M +$14.8M +62,670 +64%
CIP
8
Champlain Investment Partners
Vermont
$21M +$29.3K +124 +0.1%
Ameriprise
9
Ameriprise
Minnesota
$19M +$5.23M +22,139 +23%
Morgan Stanley
10
Morgan Stanley
New York
$17.4M +$16.5M +70,073 +192%
State Street
11
State Street
Massachusetts
$16.3M +$1.75M +7,394 +8%
EHI
12
Eagle Health Investments
Connecticut
$16.3M +$4.63M +19,608 +25%
Millennium Management
13
Millennium Management
New York
$13M -$10.6M -45,101 -36%
FLAM
14
First Light Asset Management
Minnesota
$11.1M +$6.04M +25,593 +60%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$11M +$590K +2,499 +4%
CWG
16
C WorldWide Group
Denmark
$10.9M – – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$9.99M -$443K -1,875 -3%
RI
18
RTW Investments
New York
$8.8M – – –
Jennison Associates
19
Jennison Associates
New York
$8.29M +$198K +839 +2%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$7.69M +$3.1M +13,139 +39%
PA
21
Perceptive Advisors
New York
$7.2M -$3.78M -16,025 -27%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$6.81M +$9.84M +41,707 New
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$6.17M +$177K +752 +2%
GC
24
GMT Capital
Georgia
$5.88M +$8.51M +36,052 New
Northern Trust
25
Northern Trust
Illinois
$4.96M -$29.5K -125 -0.4%
1
2 3 4 5

OM Hedge Fund Activity: Q3 2023 in Review

152 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Outset Medical (OM) for Q3 2023, worth a combined $584M — down 50% from $1.16B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of OM and 24 opened new positions — a net loss of 2 holders — while 52 trimmed existing stakes and 51 added.

The largest buyer was Morgan Stanley, adding an estimated $16.5M. The largest seller was Bellevue Group, cutting an estimated $11.3M.

  • 152 institutional investors held Outset Medical (OM) as of Q3 2023, down from 154 in Q2 2023.
  • Funds reported $584M of Outset Medical stock for Q3 2023, down 50% quarter-over-quarter.
  • 24 funds opened new Outset Medical positions in Q3 2023 and 26 closed out, a net change of -2 holders.
  • The largest Outset Medical buyer in Q3 2023 was Morgan Stanley, an estimated $16.5M added.
  • The largest Outset Medical seller in Q3 2023 was Bellevue Group, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2023.