Oak Street Health, Inc.
OSH was delisted on the 1st of May, 2023.
220 hedge funds and large institutions have $5.5B invested in Oak Street Health, Inc. in 2022 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 22 closing their positions.
517% more call options, than puts
Call options by funds: $136M | Put options by funds: $22M
132% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 22
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
52% more capital invested
Capital invested by funds: $3.63B → $5.5B (+$1.87B)
17% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 63
14% more funds holding
Funds holding: 193 → 220 (+27)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$138M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$103M |
| 3 |
SCM
Scopia Capital Management
New York
|
+$50.3M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$46.4M |
| 5 |
SCM
Spyglass Capital Management
San Francisco,
California
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NP
Newlight Partners
New York
|
-$207M |
| 2 |
Holocene Advisors
New York
|
-$43.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$40M |
| 4 |
MP
MFN Partners
Boston,
Massachusetts
|
-$30.9M |
| 5 |
EC
Eminence Capital
New York
|
-$26M |
OSH Hedge Fund Activity: Q3 2022 in Review
220 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q3 2022, worth a combined $5.5B — up 52% from $3.63B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new OSH positions and 22 closed out — a net gain of 29 holders — while 74 added to existing stakes and 63 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $138M. The largest seller was Newlight Partners, cutting an estimated $207M.
- 220 institutional investors held Oak Street Health, Inc. (OSH) as of Q3 2022, up from 193 in Q2 2022.
- Funds reported $5.5B of Oak Street Health, Inc. stock for Q3 2022, up 52% quarter-over-quarter.
- 51 funds opened new Oak Street Health, Inc. positions in Q3 2022 and 22 closed out, a net change of +29 holders.
- The largest Oak Street Health, Inc. buyer in Q3 2022 was Capital World Investors, an estimated $138M added.
- The largest Oak Street Health, Inc. seller in Q3 2022 was Newlight Partners, an estimated $207M sold.
Based on aggregated 13F filings for Q3 2022.