We are live on ! Find out more
OSCR icon

Oscar Health

220 hedge funds and large institutions have $2.34B invested in Oscar Health in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 74 increasing their positions, 61 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $43.9M | Put options by funds: $19.7M

100% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 32

67% more capital invested

Capital invested by funds: $1.4B → $2.34B (+$940M)

21% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 61

17% more funds holding

Funds holding: 188220 (+32)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

0.92% more ownership

Funds ownership: 79.92%80.84% (+0.92%)

Holders
220
Holders Change
+32
Holders Change %
+17.02%
% of All Funds
3.17%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.13%
New
64
Increased
74
Reduced
61
Closed
32
Calls
$43.9M
Puts
$19.7M
Net Calls
+$24.2M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$20.4K -$7.3K -533 -31%
LC
202
Lindbrook Capital
California
$16.7K +$41 +3 +0.3%
SPM
203
Symmetry Peak Management
Pennsylvania
$14.9K -$716K -52,298 -98%
AF
204
Allworth Financial
California
$6.14K
BTI
205
Blue Trust Inc
Georgia
$6.14K -$2.41K -176 -30%
Comerica Bank
206
Comerica Bank
Texas
$4.31K +$2.67K +195 +205%
AWM
207
Avior Wealth Management
Nebraska
$2.85K +$2.63K +192 New
PS
208
Principal Securities
Iowa
$2.63K +$1.01K +74 +72%
CPG
209
Cornerstone Planning Group
New Jersey
$1.55K
DA
210
Denali Advisors
California
$1.53K -$1.88K -137 -57%
PA
211
Parallel Advisors
California
$1.49K
QCG
212
Quadrant Capital Group
Ohio
$1.49K
TCOV
213
Trust Company of Vermont
Vermont
$1.49K
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$729 +$671 +49 New
AF
215
Advisornet Financial
Minnesota
$446
RIL
216
Rothschild Investment LLC
Illinois
$297 +$274 +20 New
BBHC
217
Brown Brothers Harriman & Co
New York
$164 +$151 +11 New
FIA
218
FNY Investment Advisers
New York
$53 +$29.2K +2,132 +148%
FFA
219
Farther Finance Advisors
California
$29
VS
220
VK Services
California
-$62.7M -6,848,783 Closed
F
221
Formation8
California
-$47.5M -5,189,028 Closed
Point72 Asset Management
222
Point72 Asset Management
Connecticut
-$18.3M -2,004,730 Closed
WP
223
Woodline Partners
California
-$6.85M -749,103 Closed
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
-$5.92M -647,235 Closed
AR
225
Advisory Research
Illinois
-$4.97M -543,138 Closed

OSCR Hedge Fund Activity: Q1 2024 in Review

220 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oscar Health (OSCR) for Q1 2024, worth a combined $2.34B — up 67% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new OSCR positions and 32 closed out — a net gain of 32 holders — while 74 added to existing stakes and 61 trimmed.

The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $117M. The largest seller was VK Services, exiting entirely with an estimated $62.7M sold.

  • 220 institutional investors held Oscar Health (OSCR) as of Q1 2024, up from 188 in Q4 2023.
  • Funds reported $2.34B of Oscar Health stock for Q1 2024, up 67% quarter-over-quarter.
  • 64 funds opened new Oscar Health positions in Q1 2024 and 32 closed out, a net change of +32 holders.
  • The largest Oscar Health buyer in Q1 2024 was T. Rowe Price Investment Management, an estimated $117M added.
  • The largest Oscar Health seller in Q1 2024 was VK Services, an estimated $62.7M sold.

Based on aggregated 13F filings for Q1 2024.