Oak Street Health, Inc.
OSH was delisted on the 1st of May, 2023.
193 hedge funds and large institutions have $3.63B invested in Oak Street Health, Inc. in 2022 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 36 closing their positions.
265% more call options, than puts
Call options by funds: $115M | Put options by funds: $31.5M
7% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 67
8% less funds holding
Funds holding: 209 → 193 (-16)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
38% less capital invested
Capital invested by funds: $5.81B → $3.63B (-$2.18B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$39.3M |
| 2 |
MP
MFN Partners
Boston,
Massachusetts
|
+$32.7M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$23.2M |
| 4 |
Holocene Advisors
New York
|
+$22.1M |
| 5 |
EC
Eminence Capital
New York
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$76.3M |
| 2 |
NPCM
North Peak Capital Management
New York
|
-$40.4M |
| 3 |
Goldman Sachs
New York
|
-$15.4M |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$5.35M |
| 5 |
RPAM
Rhenman & Partners Asset Management
Stockholm,
Sweden
|
-$4.03M |
OSH Hedge Fund Activity: Q2 2022 in Review
193 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q2 2022, worth a combined $3.63B — down 38% from $5.81B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of OSH and 26 opened new positions — a net loss of 10 holders — while 67 trimmed existing stakes and 72 added.
The largest buyer was Capital Research Global Investors, adding an estimated $39.3M. The largest seller was Capital International Investors, cutting an estimated $76.3M.
- 193 institutional investors held Oak Street Health, Inc. (OSH) as of Q2 2022, down from 209 in Q1 2022.
- Funds reported $3.63B of Oak Street Health, Inc. stock for Q2 2022, down 38% quarter-over-quarter.
- 26 funds opened new Oak Street Health, Inc. positions in Q2 2022 and 36 closed out, a net change of -10 holders.
- The largest Oak Street Health, Inc. buyer in Q2 2022 was Capital Research Global Investors, an estimated $39.3M added.
- The largest Oak Street Health, Inc. seller in Q2 2022 was Capital International Investors, an estimated $76.3M sold.
Based on aggregated 13F filings for Q2 2022.