Oak Street Health, Inc.
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.
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: 107 → 144 (+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: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$144M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$134M |
| 3 |
Millennium Management
New York
|
+$89.9M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$46.4M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
Diameter Capital Partners
New York
|
-$23.9M |
| 2 |
PC
PointState Capital
New York
|
-$12M |
| 3 |
DKCM
Davidson Kempner Capital Management
New York
|
-$8.18M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$7.55M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$6.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
HighTower Advisors
Chicago,
Illinois
| – | -$293K | -5,470 | Closed |
|
|
EAM
152
Eventide Asset Management
Boston,
Massachusetts
| – | -$267K | -5,000 | Closed |
|
153
Jane Street
New York
| – | -$238K | -4,451 | Closed |
|
154
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$20.1K | -383 | -96% |
|
155
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$997 | -19 | -73% |
|
|
FHA
156
First Horizon Advisors
Memphis,
Tennessee
| – | +$157 | +3 | New |
|
|
RPWA
157
Regent Peak Wealth Advisors
Atlanta,
Georgia
| – | +$157 | +3 | 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.