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Oscar Health

263 hedge funds and large institutions have $2.62B invested in Oscar Health in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 98 increasing their positions, 71 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $78M | Put options by funds: $56.2M

38% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 71

5.82% more ownership

Funds ownership: 86.27%92.08% (+5.8%)

7% less funds holding

Funds holding: 284263 (-21)

22% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 77

31% less capital invested

Capital invested by funds: $3.78B → $2.62B (-$1.16B)

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
263
Holders Change
-21
Holders Change %
-7.39%
% of All Funds
3.46%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
60
Increased
98
Reduced
71
Closed
77
Calls
$78M
Puts
$56.2M
Net Calls
+$21.9M
Net Calls Change
-$34.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
176
Bayforest Capital
United Kingdom
$250K +$300K +18,604 New
SOW
177
State of Wyoming
Wyoming
$250K -$243K -15,116 -45%
SAM
178
Shell Asset Management
Netherlands
$249K
PNC Financial Services Group
179
PNC Financial Services Group
Pennsylvania
$241K +$48.9K +3,040 +20%
Creative Planning
180
Creative Planning
Kansas
$236K -$221K -13,746 -44%
Principal Financial Group
181
Principal Financial Group
Iowa
$228K -$17.9K -1,109 -6%
JFG
182
Jefferies Financial Group
New York
$224K +$269K +16,700 New
Federated Hermes
183
Federated Hermes
Pennsylvania
$215K -$2.56M -158,756 -91%
RWM
184
Rolek Wealth Management
Pennsylvania
$208K +$250K +15,502 New
SG
185
Straightline Group
Michigan
$205K +$246K +15,272 New
IC
186
IEQ Capital
California
$203K +$243K +15,110 New
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$194K
X
188
Xponance
Pennsylvania
$193K +$26.5K +1,649 +13%
Wealth Enhancement Advisory Services
189
Wealth Enhancement Advisory Services
Minnesota
$186K +$29.5K +1,834 +15%
Mariner
190
Mariner
Kansas
$184K -$72K -4,472 -25%
TWP
191
Tempus Wealth Planning
California
$181K +$217K +13,486 New
SW
192
SMART Wealth
Nebraska
$180K +$216K +13,419 New
LA
193
LVW Advisors
New York
$180K -$3.88K -241 -2%
Mackenzie Financial
194
Mackenzie Financial
Ontario, Canada
$165K
CPWM
195
Cypress Point Wealth Management
Texas
$155K
Cambridge Investment Research Advisors
196
Cambridge Investment Research Advisors
Iowa
$152K +$182K +11,282 New
FCM
197
Farallon Capital Management
California
$148K
PEAK6
198
PEAK6
Illinois
$147K +$176K +10,911 New
PW
199
Potentia Wealth
California
$141K +$169K +10,509 New
SAM
200
Storebrand Asset Management
Norway
$141K +$43.5K +2,700 +35%

OSCR Hedge Fund Activity: Q4 2024 in Review

263 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oscar Health (OSCR) for Q4 2024, worth a combined $2.62B — down 31% from $3.78B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of OSCR and 60 opened new positions — a net loss of 17 holders — while 71 trimmed existing stakes and 98 added.

The largest buyer was JP Morgan Chase, adding an estimated $130M. The largest seller was Citadel Advisors, cutting an estimated $65M.

  • 263 institutional investors held Oscar Health (OSCR) as of Q4 2024, down from 284 in Q3 2024.
  • Funds reported $2.62B of Oscar Health stock for Q4 2024, down 31% quarter-over-quarter.
  • 60 funds opened new Oscar Health positions in Q4 2024 and 77 closed out, a net change of -17 holders.
  • The largest Oscar Health buyer in Q4 2024 was JP Morgan Chase, an estimated $130M added.
  • The largest Oscar Health seller in Q4 2024 was Citadel Advisors, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2024.