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OSH

Oak Street Health, Inc.

Delisted

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

219 hedge funds and large institutions have $4.89B invested in Oak Street Health, Inc. in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $50.5M | Put options by funds: $24.9M

8% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 39

0% less funds holding

Funds holding: 220219 (-1)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

11% less capital invested

Capital invested by funds: $5.5B → $4.89B (-$609M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
219
Holders Change
-1
Holders Change %
-0.45%
% of All Funds
3.52%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.11%
New
42
Increased
70
Reduced
76
Closed
39
Calls
$50.5M
Puts
$24.9M
Net Calls
+$25.7M
Net Calls Change
-$88.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WANY
151
Wealthspire Advisors (New York)
New York
$216K +$732 +35 +0.4%
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$215K +$209K +9,992 New
MML Investors Services
153
MML Investors Services
Massachusetts
$207K +$84 +4 +0%
VAS
154
Vestmark Advisory Solutions
Massachusetts
$207K -$22.8K -1,089 -10%
Mariner
155
Mariner
Kansas
$205K +$200K +9,540 New
SIM
156
Sandia Investment Management
Massachusetts
$161K
HWMA
157
Heritage Wealth Management (Arizona)
Arizona
$151K +$73.5K +3,515 +100%
SG Americas Securities
158
SG Americas Securities
New York
$128K -$177K -8,443 -59%
SOW
159
State of Wyoming
Wyoming
$98.7K +$96K +4,589 New
MIM
160
MetLife Investment Management
New Jersey
$51.8K +$251 +12 +0.5%
HIA
161
Harbor Investment Advisory
Maryland
$46.9K
PFBT
162
Parkside Financial Bank & Trust
Missouri
$46.2K +$63 +3 +0.1%
GG
163
Gleason Group
Kentucky
$43K
BC
164
Burleson & Co
California
$38.7K
CG
165
Cutler Group
California
$37K -$252K -12,058 -87%
BEI
166
Benjamin Edwards Inc
Missouri
$36K +$5.96K +285 +21%
SAM
167
Storebrand Asset Management
Norway
$33.1K
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$32K -$1.38K -66 -4%
S
169
SignatureFD
Georgia
$28.4K +$12.4K +591 +81%
AIG
170
American International Group
New York
$25.8K -$502 -24 -2%
PPC
171
Park Place Capital
Alabama
$23K +$22.3K +1,067 New
TRCT
172
Tower Research Capital (TRC)
New York
$17K -$144K -6,889 -90%
Carson Wealth (CWM LLC)
173
Carson Wealth (CWM LLC)
Nebraska
$17K +$878 +42 +6%
CPG
174
Cornerstone Planning Group
New Jersey
$16.4K +$12.2K +584 New
RTC
175
Riverview Trust Company
Washington
$16K

OSH Hedge Fund Activity: Q4 2022 in Review

219 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q4 2022, worth a combined $4.89B — down 11% from $5.5B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new OSH positions and 39 closed out — a net gain of 3 holders — while 70 added to existing stakes and 76 trimmed.

The largest buyer was Capital World Investors, adding an estimated $86.3M. The largest seller was Capital Research Global Investors, cutting an estimated $30.5M.

  • 219 institutional investors held Oak Street Health, Inc. (OSH) as of Q4 2022, down from 220 in Q3 2022.
  • Funds reported $4.89B of Oak Street Health, Inc. stock for Q4 2022, down 11% quarter-over-quarter.
  • 42 funds opened new Oak Street Health, Inc. positions in Q4 2022 and 39 closed out, a net change of +3 holders.
  • The largest Oak Street Health, Inc. buyer in Q4 2022 was Capital World Investors, an estimated $86.3M added.
  • The largest Oak Street Health, Inc. seller in Q4 2022 was Capital Research Global Investors, an estimated $30.5M sold.

Based on aggregated 13F filings for Q4 2022.