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OraSure Technologies

219 hedge funds and large institutions have $577M invested in OraSure Technologies in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

45% more capital invested

Capital invested by funds: $398M → $577M (+$179M)

41% more call options, than puts

Call options by funds: $425K | Put options by funds: $301K

4.42% more ownership

Funds ownership: 91.34%95.76% (+4.4%)

4% more funds holding

Funds holding: 210219 (+9)

34% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 87

Holders
219
Holders Change
+9
Holders Change %
+4.29%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
57
Reduced
87
Closed
21
Calls
$425K
Puts
$301K
Net Calls
+$124K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$348K +$5.62K +858 +2%
SEI Investments
102
SEI Investments
Pennsylvania
$338K -$38.9K -5,941 -13%
WG
103
Winton Group
United Kingdom
$335K -$184K -28,060 -41%
QPWM
104
Quadrant Private Wealth Management
Pennsylvania
$329K -$202K -30,780 -43%
Franklin Resources
105
Franklin Resources
California
$328K +$1.03K +158 +0.4%
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$325K
AIG
107
American International Group
New York
$322K -$2.15K -328 -0.8%
BFG
108
Bleakley Financial Group
New Jersey
$319K -$7.54K -1,151 -3%
SS
109
Simplicity Solutions
Minnesota
$319K -$7.54K -1,151 -3%
UBS Group
110
UBS Group
Switzerland
$311K +$79.4K +12,115 +47%
EGM
111
Engineers Gate Manager
New York
$309K -$601K -91,781 -71%
LSERS
112
Louisiana State Employees Retirement System
Louisiana
$302K -$3.93K -600 -2%
Mariner
113
Mariner
Kansas
$298K -$38.7K -5,913 -14%
Comerica Bank
114
Comerica Bank
Texas
$285K +$183 +28 +0.1%
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$282K
Corient Private Wealth
116
Corient Private Wealth
Florida
$277K +$12.5K +1,903 +6%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$272K -$229K -34,915 -51%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$249K -$360 -55 -0.2%
OWA
119
One Wealth Advisors
California
$246K
MHP
120
Manatuck Hill Partners
Connecticut
$246K
TRCT
121
Tower Research Capital (TRC)
New York
$245K +$175K +26,769 +876%
Millennium Management
122
Millennium Management
New York
$243K -$520K -79,398 -73%
HSBC Holdings
123
HSBC Holdings
United Kingdom
$233K +$31.5K +4,810 +20%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$232K -$9.93K -1,515 -5%
ECM
125
Everence Capital Management
Indiana
$232K

OSUR Hedge Fund Activity: Q4 2023 in Review

219 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OraSure Technologies (OSUR) for Q4 2023, worth a combined $577M — up 45% from $398M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OSUR positions and 21 closed out — a net gain of 13 holders — while 57 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.6M. The largest seller was Hillsdale Investment Management, exiting entirely with an estimated $4.31M sold.

  • 219 institutional investors held OraSure Technologies (OSUR) as of Q4 2023, up from 210 in Q3 2023.
  • Funds reported $577M of OraSure Technologies stock for Q4 2023, up 45% quarter-over-quarter.
  • 34 funds opened new OraSure Technologies positions in Q4 2023 and 21 closed out, a net change of +13 holders.
  • The largest OraSure Technologies buyer in Q4 2023 was Morgan Stanley, an estimated $12.6M added.
  • The largest OraSure Technologies seller in Q4 2023 was Hillsdale Investment Management, an estimated $4.31M sold.

Based on aggregated 13F filings for Q4 2023.