Oak Street Health, Inc.
OSH was delisted on the 1st of May, 2023.
222 hedge funds and large institutions have $7.01B invested in Oak Street Health, Inc. in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 79 reducing their positions, and 54 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
5% less repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 79
9% less funds holding
Funds holding: 245 → 222 (-23)
21% less capital invested
Capital invested by funds: $8.82B → $7.01B (-$1.81B)
37% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 54
46% less call options, than puts
Call options by funds: $19.3M | Put options by funds: $35.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$154M |
| 2 |
MC
Maverick Capital
Dallas,
Texas
|
+$150M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.9M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$69.5M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$48.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
-$77M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$64.5M |
| 3 |
Millennium Management
New York
|
-$50.1M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$44.3M |
| 5 |
William Blair & Company
Chicago,
Illinois
|
-$43.6M |
OSH Hedge Fund Activity: Q4 2021 in Review
222 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q4 2021, worth a combined $7.01B — down 21% from $8.82B a quarter earlier.
Sellers outnumbered buyers: 54 funds closed out of OSH and 34 opened new positions — a net loss of 20 holders — while 79 trimmed existing stakes and 75 added.
The largest buyer was Capital Research Global Investors, adding an estimated $154M. The largest seller was Westfield Capital Management, cutting an estimated $77M.
- 222 institutional investors held Oak Street Health, Inc. (OSH) as of Q4 2021, down from 245 in Q3 2021.
- Funds reported $7.01B of Oak Street Health, Inc. stock for Q4 2021, down 21% quarter-over-quarter.
- 34 funds opened new Oak Street Health, Inc. positions in Q4 2021 and 54 closed out, a net change of -20 holders.
- The largest Oak Street Health, Inc. buyer in Q4 2021 was Capital Research Global Investors, an estimated $154M added.
- The largest Oak Street Health, Inc. seller in Q4 2021 was Westfield Capital Management, an estimated $77M sold.
Based on aggregated 13F filings for Q4 2021.