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OSH

Oak Street Health, Inc.

Delisted

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

144 hedge funds and large institutions have $10.4B invested in Oak Street Health, Inc. in 2020 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 55 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

451% more call options, than puts

Call options by funds: $5.19M | Put options by funds: $942K

264% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 14

162% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 21

35% more funds holding

Funds holding: 107144 (+37)

22% more capital invested

Capital invested by funds: $8.5B → $10.4B (+$1.89B)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
144
Holders Change
+37
Holders Change %
+34.58%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
55
Reduced
21
Closed
14
Calls
$5.19M
Puts
$942K
Net Calls
+$4.25M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$18.3M
PCM
27
Peregrine Capital Management
Minnesota
$17.4M +$727K +13,854 +5%
SAM
28
Sectoral Asset Management
Quebec, Canada
$15.3M +$13.1M +250,000 New
Neuberger Berman Group
29
Neuberger Berman Group
New York
$15M +$10.9M +207,360 +536%
N
30
Nuveen
North Carolina
$14M +$8.96M +170,757 +290%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$13.7M +$11.8M +224,783 New
Holocene Advisors
32
Holocene Advisors
New York
$13M +$10.8M +206,740 +3,446%
Invesco
33
Invesco
Georgia
$12.5M -$3.05M -58,224 -22%
State Street
34
State Street
Massachusetts
$11.1M +$3.96M +75,550 +71%
First Trust Advisors
35
First Trust Advisors
Illinois
$9.59M +$2.25M +42,792 +38%
Fidelity International
36
Fidelity International
Bermuda
$9.39M +$46.3K +883 +0.6%
APM
37
Avidity Partners Management
Texas
$9.17M +$2.62M +50,000 +50%
ZDA
38
Zweig-DiMenna Associates
New York
$8.47M +$2.62M +50,000 +56%
Northern Trust
39
Northern Trust
Illinois
$8.44M +$715K +13,627 +11%
Ameriprise
40
Ameriprise
Minnesota
$8.16M -$47.4K -904 -0.7%
MGM
41
Miura Global Management
New York
$7.34M +$3.94M +75,100 +167%
NCGI
42
Next Century Growth Investors
Minnesota
$6.51M -$618K -11,773 -10%
Vanguard Group
43
Vanguard Group
Pennsylvania
$4.93M +$172K +3,281 +4%
MIM
44
Monashee Investment Management
Massachusetts
$4.89M +$4.2M +80,000 New
TEC
45
Tiger Eye Capital
Tennessee
$4.67M +$592K +11,276 +17%
PHS
46
PFM Health Sciences
California
$4.43M +$3.8M +72,451 New
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$4.33M +$3.71M +70,737 New
Bank of New York Mellon
48
Bank of New York Mellon
New York
$4.04M +$748K +14,261 +28%
Geode Capital Management
49
Geode Capital Management
Massachusetts
$3.84M +$969K +18,470 +42%
PCM
50
Pinz Capital Management
New York
$3.7M +$3.17M +60,500 New

OSH Hedge Fund Activity: Q4 2020 in Review

144 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q4 2020, worth a combined $10.4B — up 22% from $8.5B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OSH positions and 14 closed out — a net gain of 37 holders — while 55 added to existing stakes and 21 trimmed.

The largest buyer was Capital World Investors, adding an estimated $144M. The largest seller was Diameter Capital Partners, exiting entirely with an estimated $23.9M sold.

  • 144 institutional investors held Oak Street Health, Inc. (OSH) as of Q4 2020, up from 107 in Q3 2020.
  • Funds reported $10.4B of Oak Street Health, Inc. stock for Q4 2020, up 22% quarter-over-quarter.
  • 51 funds opened new Oak Street Health, Inc. positions in Q4 2020 and 14 closed out, a net change of +37 holders.
  • The largest Oak Street Health, Inc. buyer in Q4 2020 was Capital World Investors, an estimated $144M added.
  • The largest Oak Street Health, Inc. seller in Q4 2020 was Diameter Capital Partners, an estimated $23.9M sold.

Based on aggregated 13F filings for Q4 2020.