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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
GA
1
General Atlantic
New York
$1.32B
NP
2
Newlight Partners
New York
$700M -$2.53M -120,879 -0.4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$523M -$20.8M -996,726 -4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$351M -$30.5M -1,455,922 -8%
Vanguard Group
5
Vanguard Group
Pennsylvania
$258M +$23M +1,099,745 +10%
Capital World Investors
6
Capital World Investors
California
$201M +$86.3M +4,126,350 +79%
ROIC
7
Route One Investment Company
California
$149M
Capital International Investors
8
Capital International Investors
California
$120M +$12K +576 +0%
MC
9
Maverick Capital
Texas
$116M +$1.45M +69,553 +1%
BlackRock
10
BlackRock
New York
$106M +$3.33M +159,039 +3%
EC
11
Eminence Capital
New York
$77.2M +$20M +953,984 +36%
Holocene Advisors
12
Holocene Advisors
New York
$71.9M +$1.15M +54,805 +2%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$64.1M
SCM
14
Scopia Capital Management
New York
$59.2M +$17.7M +848,605 +45%
RP
15
Riverbridge Partners
Minnesota
$56.1M -$2.53M -121,138 -4%
SCM
16
Spyglass Capital Management
California
$53.8M +$24.3M +1,162,851 +87%
Morgan Stanley
17
Morgan Stanley
New York
$40.4M +$10.4M +495,821 +36%
State Street
18
State Street
Massachusetts
$39.6M -$82.2K -3,930 -0.2%
Citadel Advisors
19
Citadel Advisors
Florida
$39M -$809K -38,676 -2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$33.6M +$1.47M +70,262 +5%
RG
21
Redmile Group
California
$30.6M +$7.52M +359,322 +34%
Millennium Management
22
Millennium Management
New York
$27.4M +$17.9M +857,198 +207%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$24.3M -$5.02M -240,062 -18%
CFM
24
Coronation Fund Managers
South Africa
$24M +$17.5M +838,205 +302%
DG
25
Daventry Group
New York
$18M +$6.44M +308,011 +58%

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.