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Oscar Health

77 hedge funds and large institutions have $2.89B invested in Oscar Health in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

247% more call options, than puts

Call options by funds: $13.9M | Put options by funds: $4M

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

2.5% less ownership

Funds ownership: 80.44%77.94% (-2.5%)

13% less funds holding

Funds holding: 8877 (-11)

21% less capital invested

Capital invested by funds: $3.65B → $2.89B (-$753M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
77
Holders Change
-11
Holders Change %
-12.5%
% of All Funds
1.34%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
21
Increased
21
Reduced
21
Closed
32
Calls
$13.9M
Puts
$4M
Net Calls
+$9.88M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Alphabet Inc
California
$517M
GCGM
2
General Catalyst Group Management
Massachusetts
$311M
Baillie Gifford & Co
3
Baillie Gifford & Co
United Kingdom
$276M +$13.4M +559,947 +5%
VS
4
VK Services
California
$266M
FFIM
5
Founders Fund IV Management
California
$221M
F
6
Formation8
California
$158M
Wellington Management Group
7
Wellington Management Group
Massachusetts
$143M -$1.31M -54,535 -0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$139M -$8.89M -371,365 -5%
Coatue Management
9
Coatue Management
New York
$136M -$384K -16,028 -0.3%
Tiger Global Management
10
Tiger Global Management
New York
$133M +$14.8M +619,419 +11%
FFVM
11
Founders Fund V Management
California
$124M +$219K +9,171 +0.2%
Vanguard Group
12
Vanguard Group
Pennsylvania
$77.1M +$17.2M +719,400 +25%
DIG
13
Dragoneer Investment Group
California
$54.7M
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$41M -$5.15M -215,156 -10%
Capital World Investors
15
Capital World Investors
California
$39.1M -$16.3M -679,877 -27%
XEA
16
XN Exponent Advisors
New York
$24.7M
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$24.7M +$26.8M +1,118,500 New
DFO
18
Duquesne Family Office
New York
$21.4M
Morgan Stanley
19
Morgan Stanley
New York
$19.7M +$8.87M +370,639 +68%
LI
20
Lakestar II
Guernsey
$17.8M -$39.6M -1,655,261 -67%
BG
21
Bellevue Group
Switzerland
$14.9M +$5.73M +239,562 +53%
BlackRock
22
BlackRock
New York
$14.3M +$15.9M +664,201 New
LM
23
Luminus Management
Texas
$12M -$6.07M -253,771 -31%
Mitsubishi UFJ Trust & Banking
24
Mitsubishi UFJ Trust & Banking
Japan
$11.4M -$237K -9,890 -2%
GEH
25
General Equity Holdings
New York
$8.39M +$969K +40,474 +12%

OSCR Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Oscar Health (OSCR) for Q2 2021, worth a combined $2.89B — down 21% from $3.65B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OSCR and 21 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $26.8M. The largest seller was Lakestar II, cutting an estimated $39.6M.

  • 77 institutional investors held Oscar Health (OSCR) as of Q2 2021, down from 88 in Q1 2021.
  • Funds reported $2.89B of Oscar Health stock for Q2 2021, down 21% quarter-over-quarter.
  • 21 funds opened new Oscar Health positions in Q2 2021 and 32 closed out, a net change of -11 holders.
  • The largest Oscar Health buyer in Q2 2021 was Bank of Montreal, an estimated $26.8M added.
  • The largest Oscar Health seller in Q2 2021 was Lakestar II, an estimated $39.6M sold.

Based on aggregated 13F filings for Q2 2021.