Oak Street Health, Inc.
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.
271% more funds holding in top 10
Funds holding in top 10: 7 → 26 (+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: 219 → 272 (+53)
10% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 70
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$211M |
| 2 |
HI
HBK Investments
Dallas,
Texas
|
+$161M |
| 3 |
FCM
Farallon Capital Management
San Francisco,
California
|
+$145M |
| 4 |
PCM
Pentwater Capital Management
Naples,
Florida
|
+$135M |
| 5 |
TAL
TIG Advisors LLC
New York
|
+$128M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$782M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$454M |
| 3 |
ROIC
Route One Investment Company
San Francisco,
California
|
-$161M |
| 4 |
MC
Maverick Capital
Dallas,
Texas
|
-$116M |
| 5 |
Holocene Advisors
New York
|
-$107M |
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.