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OSH

Oak Street Health, Inc.

Delisted

OSH was delisted on the 1st of May, 2023.

272 hedge funds and large institutions have $8.38B invested in Oak Street Health, Inc. in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more funds holding in top 10

Funds holding in top 10: 726 (+19)

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

71% more capital invested

Capital invested by funds: $4.89B → $8.38B (+$3.49B)

44% more call options, than puts

Call options by funds: $127M | Put options by funds: $88.3M

24% more funds holding

Funds holding: 219272 (+53)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
272
Holders Change
+53
Holders Change %
+24.2%
% of All Funds
4.33%
Holding in Top 10
26
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+271.43%
% of All Funds
0.41%
New
115
Increased
63
Reduced
70
Closed
56
Calls
$127M
Puts
$88.3M
Net Calls
+$38.9M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Allworth Financial
California
$2.48K +$2.07K +64 New
SIC
252
SJS Investment Consulting
Ohio
$2.36K +$258 +8 +15%
CWA
253
Clearview Wealth Advisors
Oregon
$2.32K +$1.94K +60 New
LC
254
Lindbrook Capital
California
$2.09K
PA
255
Parallel Advisors
California
$1.93K -$516 -16 -24%
HI
256
Harbour Investments
Wisconsin
$1.9K +$1.58K +49 New
BIA
257
Bell Investment Advisors
California
$1.7K +$452 +14 +47%
TWA
258
TCI Wealth Advisors
Arizona
$1.39K +$65 +2 +6%
CAL
259
Capital Advisors Ltd
Ohio
$1K
Lazard Asset Management
260
Lazard Asset Management
New York
$1K
Toronto Dominion Bank
261
Toronto Dominion Bank
Ontario, Canada
$1K
VF
262
VitalStone Financial
Texas
$1K +$678 +21 New
BTI
263
Blue Trust Inc
Georgia
$1K +$742 +23 +88%
JWA
264
JFS Wealth Advisors
Pennsylvania
$774 +$387 +12 +150%
SC
265
Schubert & Co
Texas
$619 +$226 +7 +78%
CFO
266
CVA Family Office
Colorado
$387
DI
267
Disciplined Investments
Oklahoma
$309 +$161 +5 +167%
Russell Investments Group
268
Russell Investments Group
United Kingdom
$309 +$258 +8 New
TFM
269
TFC Financial Management
Massachusetts
$233 +$194 +6 New
AF
270
Advisornet Financial
Minnesota
$232 +$97 +3 +100%
NA
271
NewEdge Advisors
Louisiana
$193
MC
272
Maverick Capital
Texas
-$116M -5,413,420 Closed
EC
273
Eminence Capital
New York
-$77.2M -3,587,928 Closed
SCM
274
Spyglass Capital Management
California
-$53.8M -2,498,841 Closed
CFM
275
Coronation Fund Managers
South Africa
-$24M -1,116,074 Closed

OSH Hedge Fund Activity: Q1 2023 in Review

272 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q1 2023, worth a combined $8.38B — up 71% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OSH positions and 56 closed out — a net gain of 59 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was UBS O'Connor, opening a new position worth an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $782M.

  • 272 institutional investors held Oak Street Health, Inc. (OSH) as of Q1 2023, up from 219 in Q4 2022.
  • Funds reported $8.38B of Oak Street Health, Inc. stock for Q1 2023, up 71% quarter-over-quarter.
  • 115 funds opened new Oak Street Health, Inc. positions in Q1 2023 and 56 closed out, a net change of +59 holders.
  • The largest Oak Street Health, Inc. buyer in Q1 2023 was UBS O'Connor, an estimated $211M added.
  • The largest Oak Street Health, Inc. seller in Q1 2023 was Fidelity Investments, an estimated $782M sold.

Based on aggregated 13F filings for Q1 2023.