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Outset Medical

114 hedge funds and large institutions have $113M invested in Outset Medical in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 42 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $575K | Put options by funds: $363K

0.89% less ownership

Funds ownership: 7.55%6.67% (-0.89%)

19% less funds holding

Funds holding: 140114 (-26)

21% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 42

63% less capital invested

Capital invested by funds: $308M → $113M (-$195M)

71% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 35

Holders
114
Holders Change
-26
Holders Change %
-18.57%
% of All Funds
1.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
33
Reduced
42
Closed
35
Calls
$575K
Puts
$363K
Net Calls
+$212K
Net Calls Change
+$3.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$15.4M -$401K -7,928 -2%
Ameriprise
2
Ameriprise
Minnesota
$11.3M +$7.19M +141,994 +71%
Morgan Stanley
3
Morgan Stanley
New York
$8.91M -$12.6M -248,284 -48%
BlackRock
4
BlackRock
New York
$7.25M -$1.79M -35,278 -14%
JP Morgan Chase
5
JP Morgan Chase
New York
$6.91M -$6.23M -123,100 -37%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.42M -$3.54M -69,877 -27%
B
7
Braidwell
Connecticut
$5.33M
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$3.74M +$2.88M +56,911 +103%
Ensign Peak Advisors
9
Ensign Peak Advisors
Utah
$3.56M +$4.19M +82,724 +341%
MIC
10
Mubadala Investment Company
United Arab Emirates
$3.2M
Millennium Management
11
Millennium Management
New York
$2.72M +$1.4M +27,594 +51%
PHS
12
PFM Health Sciences
California
$2.59M +$570K +11,252 +17%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$2.45M +$86K +1,698 +2%
State Street
14
State Street
Massachusetts
$2.24M -$99K -1,955 -3%
CWG
15
C WorldWide Group
Denmark
$2.22M
Assenagon Asset Management
16
Assenagon Asset Management
Luxembourg
$2.1M -$257K -5,068 -7%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$1.73M +$2.07M +40,881 +369%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.71M -$185K -3,645 -7%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$1.56M -$11.4K -225 -0.5%
Two Sigma Investments
20
Two Sigma Investments
New York
$1.35M +$794K +15,682 +63%
BG
21
Bellevue Group
Switzerland
$1.27M -$4.01M -79,185 -67%
GCP
22
GSA Capital Partners
United Kingdom
$1.2M +$88.6K +1,750 +5%
Lazard Asset Management
23
Lazard Asset Management
New York
$1.16M +$900K +17,781 +104%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.06M +$1.13M +22,374 +238%
Norges Bank
25
Norges Bank
Norway
$1.02M

OM Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Outset Medical (OM) for Q1 2024, worth a combined $113M — down 63% from $308M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of OM and 10 opened new positions — a net loss of 25 holders — while 42 trimmed existing stakes and 33 added.

The largest buyer was Ameriprise, adding an estimated $7.19M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $17.1M sold.

  • 114 institutional investors held Outset Medical (OM) as of Q1 2024, down from 140 in Q4 2023.
  • Funds reported $113M of Outset Medical stock for Q1 2024, down 63% quarter-over-quarter.
  • 10 funds opened new Outset Medical positions in Q1 2024 and 35 closed out, a net change of -25 holders.
  • The largest Outset Medical buyer in Q1 2024 was Ameriprise, an estimated $7.19M added.
  • The largest Outset Medical seller in Q1 2024 was T. Rowe Price Investment Management, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.