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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
Morgan Stanley
1
Morgan Stanley
New York
$41.9M +$33.3M +409,127 +384%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$38.2M -$2.18M -26,783 -5%
JP Morgan Chase
3
JP Morgan Chase
New York
$26.8M -$782K -9,614 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$21.3M -$4.49M -55,208 -17%
BlackRock
5
BlackRock
New York
$20.5M +$417K +5,125 +2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$17.1M -$4.07K -50 -0%
Ameriprise
7
Ameriprise
Minnesota
$16.1M +$6.68M +82,143 +70%
B
8
Braidwell
Connecticut
$13M – – –
BG
9
Bellevue Group
Switzerland
$9.52M -$3.52M -43,220 -27%
MIC
10
Mubadala Investment Company
United Arab Emirates
$7.79M +$7.81M +96,040 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.83M +$355K +4,359 +6%
State Street
12
State Street
Massachusetts
$5.62M -$2.5M -30,768 -31%
Assenagon Asset Management
13
Assenagon Asset Management
Luxembourg
$5.52M +$2.14M +26,351 +63%
CWG
14
C WorldWide Group
Denmark
$5.41M – – –
PHS
15
PFM Health Sciences
California
$5.41M +$5.42M +66,617 New
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$4.5M +$4.19M +51,434 +1,281%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$4.47M -$497K -6,107 -10%
Millennium Management
18
Millennium Management
New York
$4.38M -$2.11M -25,934 -32%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$3.83M +$3.25K +40 +0.1%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$2.97M -$100K -1,233 -3%
GCP
21
GSA Capital Partners
United Kingdom
$2.78M +$2.33M +28,657 +509%
Norges Bank
22
Norges Bank
Norway
$2.5M +$2.5M +30,760 New
Citadel Advisors
23
Citadel Advisors
Florida
$2.37M +$2.27M +27,948 +2,252%
Northern Trust
24
Northern Trust
Illinois
$2.32M -$150K -1,838 -6%
Two Sigma Investments
25
Two Sigma Investments
New York
$2.02M +$1.83M +22,538 +977%
1
2 3 4 5

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.