Oak Street Health, Inc.
OSH was delisted on the 1st of May, 2023.
177 hedge funds and large institutions have $10.2B invested in Oak Street Health, Inc. in 2021 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 77 increasing their positions, 14 reducing their positions, and 32 closing their positions.
1,024% more call options, than puts
Call options by funds: $19.3M | Put options by funds: $1.71M
450% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 14
103% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 32
23% more funds holding
Funds holding: 144 → 177 (+33)
2% less capital invested
Capital invested by funds: $10.4B → $10.2B (-$181M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$322M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$255M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$234M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$225M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$76.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
-$413M |
| 2 |
NP
Newlight Partners
New York
|
-$273M |
| 3 |
DM
Deerfield Management
New York
|
-$58.2M |
| 4 |
BTP
Bloom Tree Partners
New York
|
-$44.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$35.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
201
Advisory Services Network
Atlanta,
Georgia
| – | -$8K | -136 | Closed |
|
|
IA
202
IFP Advisors
Tampa,
Florida
| – | -$5.01K | -90 | Closed |
|
|
CCA
203
Childress Capital Advisors
Houston,
Texas
| – | -$1K | -22 | Closed |
|
|
VCG
204
Vantage Consulting Group
Virginia Beach,
Virginia
| – | -$1K | -11 | Closed |
|
205
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$334 | -6 | -35% |
|
|
TWA
206
TCI Wealth Advisors
Tucson,
Arizona
| – | +$445 | +8 | New |
|
OSH Hedge Fund Activity: Q1 2021 in Review
177 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q1 2021, worth a combined $10.2B — down 1.7% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new OSH positions and 32 closed out — a net gain of 33 holders — while 77 added to existing stakes and 14 trimmed.
The largest buyer was Vanguard Group, adding an estimated $322M. The largest seller was General Atlantic, cutting an estimated $413M.
- 177 institutional investors held Oak Street Health, Inc. (OSH) as of Q1 2021, up from 144 in Q4 2020.
- Funds reported $10.2B of Oak Street Health, Inc. stock for Q1 2021, down 1.7% quarter-over-quarter.
- 65 funds opened new Oak Street Health, Inc. positions in Q1 2021 and 32 closed out, a net change of +33 holders.
- The largest Oak Street Health, Inc. buyer in Q1 2021 was Vanguard Group, an estimated $322M added.
- The largest Oak Street Health, Inc. seller in Q1 2021 was General Atlantic, an estimated $413M sold.
Based on aggregated 13F filings for Q1 2021.