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OSH

Oak Street Health, Inc.

Delisted

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.

New
Increased
Maintained
Reduced
Closed

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: 107144 (+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: 53 (-2)

Holders
144
Holders Change
+37
Holders Change %
+34.58%
% of All Funds
2.55%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
51
Increased
55
Reduced
21
Closed
14
Calls
$5.19M
Puts
$942K
Net Calls
+$4.25M
Net Calls Change
+$4.25M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
1
General Atlantic
New York
$4.65B
NP
2
Newlight Partners
New York
$3.07B
Fidelity Investments
3
Fidelity Investments
Massachusetts
$649M +$13.4M +255,060 +2%
Capital World Investors
4
Capital World Investors
California
$243M +$144M +2,749,173 +225%
BlackRock
5
BlackRock
New York
$234M +$7.61M +145,075 +4%
Capital International Investors
6
Capital International Investors
California
$217M +$134M +2,551,005 +255%
RG
7
Redmile Group
California
$179M +$14.3M +273,300 +10%
Millennium Management
8
Millennium Management
New York
$125M +$89.9M +1,713,267 +519%
GGHC
9
Gilder Gagnon Howe & Co
New York
$121M -$856K -16,320 -0.8%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$87.1M +$3.24M +61,852 +4%
DM
11
Deerfield Management
New York
$58.2M
Wells Fargo
12
Wells Fargo
California
$54.3M +$46.4M +883,730 +22,918%
Brown Advisory
13
Brown Advisory
Maryland
$48.2M +$7.58M +144,449 +22%
BTP
14
Bloom Tree Partners
New York
$44.5M -$3.71M -70,762 -9%
Franklin Resources
15
Franklin Resources
California
$39.1M +$2.2M +41,940 +7%
ROIC
16
Route One Investment Company
California
$36.7M
JP Morgan Chase
17
JP Morgan Chase
New York
$33.8M +$1.62M +30,837 +6%
O
18
OrbiMed
New York
$27.4M +$5.97M +113,700 +34%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$24.6M +$179K +3,403 +0.9%
MC
20
Maverick Capital
Texas
$24.5M
RSCM
21
Rock Springs Capital Management
Maryland
$22.9M +$3.93M +75,000 +25%
WP
22
Woodline Partners
California
$21.9M +$18.8M +358,250 New
DIG
23
Dragoneer Investment Group
California
$21.4M
Citadel Advisors
24
Citadel Advisors
Florida
$21.4M +$4.42M +84,172 +32%
NIP
25
Nicholas Investment Partners
California
$18.6M +$2.44M +46,492 +18%

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.