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OSH

Oak Street Health, Inc.

Delisted

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

272 hedge funds and large institutions have $8.38B invested in Oak Street Health, Inc. in 2023 Q1 according to their latest regulatory filings, with 115 funds opening new positions, 63 increasing their positions, 70 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

271% more funds holding in top 10

Funds holding in top 10: 726 (+19)

105% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 56

71% more capital invested

Capital invested by funds: $4.89B → $8.38B (+$3.49B)

44% more call options, than puts

Call options by funds: $127M | Put options by funds: $88.3M

24% more funds holding

Funds holding: 219272 (+53)

10% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 70

Holders
272
Holders Change
+53
Holders Change %
+24.2%
% of All Funds
4.33%
Holding in Top 10
26
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+271.43%
% of All Funds
0.41%
New
115
Increased
63
Reduced
70
Closed
56
Calls
$127M
Puts
$88.3M
Net Calls
+$38.9M
Net Calls Change
+$13.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
201
Icon Wealth Partners
Texas
$375K +$313K +9,685 New
MSRPS
202
Maryland State Retirement & Pension System
Maryland
$356K +$297K +9,211 New
American Century Companies
203
American Century Companies
Missouri
$353K +$295K +9,125 New
Squarepoint
204
Squarepoint
New York
$340K +$284K +8,799 New
MML Investors Services
205
MML Investors Services
Massachusetts
$333K -$32.7K -1,014 -11%
Franklin Resources
206
Franklin Resources
California
$320K +$267K +8,279 New
Cerity Partners
207
Cerity Partners
New York
$306K +$256K +7,919 New
SC
208
Savant Capital
Illinois
$298K +$249K +7,714 New
GAM
209
Gotham Asset Management
New York
$288K +$240K +7,440 New
Janney Montgomery Scott
210
Janney Montgomery Scott
Pennsylvania
$282K -$673K -20,865 -74%
QC
211
QCM Cayman
Texas
$269K +$224K +6,952 New
LPL Financial
212
LPL Financial
California
$247K +$206K +6,390 New
US Bancorp
213
US Bancorp
Minnesota
$243K -$272K -8,425 -57%
URS
214
Utah Retirement Systems
Utah
$240K -$474K -14,700 -70%
WLPWM
215
Walled Lake Planning & Wealth Management
Illinois
$222K +$186K +5,750 New
Prudential Financial
216
Prudential Financial
New Jersey
$219K -$1.75M -54,074 -91%
Belvedere Trading
217
Belvedere Trading
Illinois
$164K +$137K +4,247 New
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$110K +$66.4K +2,056 +264%
WAM
219
Weiss Asset Management
Massachusetts
$101K +$83.9K +2,600 New
MIM
220
MetLife Investment Management
New Jersey
$93.3K +$161 +5 +0.2%
CG
221
Cutler Group
California
$85K +$14.7K +454 +26%
HIA
222
Harbor Investment Advisory
Maryland
$84.4K
GG
223
Gleason Group
Kentucky
$77.4K
WT
224
Whittier Trust
California
$63.6K +$53.1K +1,644 New
Fifth Third Bancorp
225
Fifth Third Bancorp
Ohio
$58.9K +$1.16K +36 +2%

OSH Hedge Fund Activity: Q1 2023 in Review

272 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oak Street Health, Inc. (OSH) for Q1 2023, worth a combined $8.38B — up 71% from $4.89B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OSH positions and 56 closed out — a net gain of 59 holders — while 63 added to existing stakes and 70 trimmed.

The largest buyer was UBS O'Connor, opening a new position worth an estimated $211M. The largest seller was Fidelity Investments, cutting an estimated $782M.

  • 272 institutional investors held Oak Street Health, Inc. (OSH) as of Q1 2023, up from 219 in Q4 2022.
  • Funds reported $8.38B of Oak Street Health, Inc. stock for Q1 2023, up 71% quarter-over-quarter.
  • 115 funds opened new Oak Street Health, Inc. positions in Q1 2023 and 56 closed out, a net change of +59 holders.
  • The largest Oak Street Health, Inc. buyer in Q1 2023 was UBS O'Connor, an estimated $211M added.
  • The largest Oak Street Health, Inc. seller in Q1 2023 was Fidelity Investments, an estimated $782M sold.

Based on aggregated 13F filings for Q1 2023.