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ONEM

1Life Healthcare

Delisted

ONEM was delisted on the 21st of February, 2023.

220 hedge funds and large institutions have $3.89B invested in 1Life Healthcare in 2021 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 56 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 56

8% less funds holding

Funds holding: 240220 (-20)

14% less capital invested

Capital invested by funds: $4.53B → $3.89B (-$639M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 49

82% less call options, than puts

Call options by funds: $38.4M | Put options by funds: $214M

Holders
220
Holders Change
-20
Holders Change %
-8.33%
% of All Funds
3.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
31
Increased
98
Reduced
56
Closed
49
Calls
$38.4M
Puts
$214M
Net Calls
-$176M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$488M -$214M -5,667,530 -28%
CG
2
Carlyle Group
District of Columbia
$450M
Vanguard Group
3
Vanguard Group
Pennsylvania
$293M +$39.2M +1,037,900 +13%
BlackRock
4
BlackRock
New York
$283M +$76.6M +2,030,196 +31%
Tiger Global Management
5
Tiger Global Management
New York
$252M
GGHC
6
Gilder Gagnon Howe & Co
New York
$193M -$741K -19,628 -0.3%
JSP
7
Jackson Square Partners
California
$175M +$31.5M +833,370 +19%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$150M +$38.7M +1,026,436 +29%
CS
9
Credit Suisse
Switzerland
$135M +$17.3M +458,812 +13%
MC
10
Maverick Capital
Texas
$121M
AIM
11
ARK Investment Management
Florida
$108M +$81.4M +2,156,834 +196%
State Street
12
State Street
Massachusetts
$70.9M +$23.1M +611,868 +40%
RG
13
Redmile Group
California
$55.1M +$41.7M +1,104,649 +196%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$55.1M +$12.8M +339,488 +26%
Fidelity International
15
Fidelity International
Bermuda
$50.6M +$8.79M +232,905 +18%
AAM
16
Ardevora Asset Management
United Kingdom
$49.3M +$21.6M +571,093 +62%
Goldman Sachs
17
Goldman Sachs
New York
$47.8M +$16.4M +434,456 +43%
Invesco
18
Invesco
Georgia
$43.4M -$13.7M -363,912 -22%
Macquarie Group
19
Macquarie Group
Australia
$39.8M +$37.3M +987,439 +454%
Northern Trust
20
Northern Trust
Illinois
$38.9M +$12.2M +323,630 +38%
Franklin Resources
21
Franklin Resources
California
$38.5M +$1.96M +51,882 +5%
Morgan Stanley
22
Morgan Stanley
New York
$38.3M +$9.44M +250,082 +28%
N
23
Nuveen
North Carolina
$36.2M +$6.9M +182,777 +20%
SEI Investments
24
SEI Investments
Pennsylvania
$30.3M +$6.29M +166,777 +22%
PWAM
25
Park West Asset Management
California
$28.2M +$8.68M +230,000 +37%

ONEM Hedge Fund Activity: Q2 2021 in Review

220 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in 1Life Healthcare (ONEM) for Q2 2021, worth a combined $3.89B — down 14% from $4.53B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of ONEM and 31 opened new positions — a net loss of 18 holders — while 56 trimmed existing stakes and 98 added.

The largest buyer was ARK Investment Management, adding an estimated $81.4M. The largest seller was Oak Management Corp, exiting entirely with an estimated $222M sold.

  • 220 institutional investors held 1Life Healthcare (ONEM) as of Q2 2021, down from 240 in Q1 2021.
  • Funds reported $3.89B of 1Life Healthcare stock for Q2 2021, down 14% quarter-over-quarter.
  • 31 funds opened new 1Life Healthcare positions in Q2 2021 and 49 closed out, a net change of -18 holders.
  • The largest 1Life Healthcare buyer in Q2 2021 was ARK Investment Management, an estimated $81.4M added.
  • The largest 1Life Healthcare seller in Q2 2021 was Oak Management Corp, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2021.