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Oscar Health

123 hedge funds and large institutions have $1.43B invested in Oscar Health in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $9.77M | Put options by funds: $5.01M

42% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 26

17% more capital invested

Capital invested by funds: $1.23B → $1.43B (+$204M)

9% more funds holding

Funds holding: 113123 (+10)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0.26% more ownership

Funds ownership: 81.82%82.07% (+0.26%)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
1.94%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.17%
New
37
Increased
30
Reduced
29
Closed
26
Calls
$9.77M
Puts
$5.01M
Net Calls
+$4.75M
Net Calls Change
+$6.17M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
101
CTC Capital Management
Illinois
$110K +$81.8K +11,000 New
Osaic Holdings
102
Osaic Holdings
Arizona
$101K +$46K +6,182 +158%
LCS
103
Levin Capital Strategies
New York
$100K +$74.4K +10,000 New
SAM
104
Storebrand Asset Management
Norway
$97.8K
Barclays
105
Barclays
United Kingdom
$88K +$65.4K +8,796 New
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$80K +$59.5K +8,000 New
TRCT
107
Tower Research Capital (TRC)
New York
$69K +$51.2K +6,888 New
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$60K
PVH
109
Psagot Value Holdings
Israel
$26K +$2.09K +281 +12%
OCM
110
Ovata Capital Management
Hong Kong
$22K +$16.6K +2,225 New
SSB
111
Sandy Spring Bank
Maryland
$16K
Citigroup
112
Citigroup
New York
$15K +$3.14K +422 +38%
DFCM
113
Dark Forest Capital Management
Puerto Rico
$14K +$9.72K +1,307 +1,269%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$13K
SOW
115
State of Wyoming
Wyoming
$13K +$7.38K +992 +334%
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$3.46K +465 +93%
WCMNY
117
Westchester Capital Management (New York)
New York
$8K
CG
118
Cutler Group
California
$6K -$49.2K -6,609 -91%
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$3K -$12.2K -1,643 -85%
GWM
120
Geneos Wealth Management
Colorado
$3K +$2.34K +315 New
FIA
121
FNY Investment Advisers
New York
$2K -$3.35K -450 -64%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$2K +$1.5K +202 New
PCG
123
Private Capital Group
Connecticut
$1K +$811 +109 New
Coatue Management
124
Coatue Management
New York
-$7.57M -964,585 Closed
BG
125
Bellevue Group
Switzerland
-$5.34M -679,952 Closed

OSCR Hedge Fund Activity: Q1 2022 in Review

123 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Oscar Health (OSCR) for Q1 2022, worth a combined $1.43B — up 17% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OSCR positions and 26 closed out — a net gain of 11 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $20.5M. The largest seller was Baillie Gifford & Co, cutting an estimated $14.5M.

  • 123 institutional investors held Oscar Health (OSCR) as of Q1 2022, up from 113 in Q4 2021.
  • Funds reported $1.43B of Oscar Health stock for Q1 2022, up 17% quarter-over-quarter.
  • 37 funds opened new Oscar Health positions in Q1 2022 and 26 closed out, a net change of +11 holders.
  • The largest Oscar Health buyer in Q1 2022 was Capital World Investors, an estimated $20.5M added.
  • The largest Oscar Health seller in Q1 2022 was Baillie Gifford & Co, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2022.