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OraSure Technologies

197 hedge funds and large institutions have $972M invested in OraSure Technologies in 2018 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 76 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 18

5% more funds holding

Funds holding: 187197 (+10)

0.03% less ownership

Funds ownership: 94.37%94.34% (-0.03%)

10% less capital invested

Capital invested by funds: $1.08B → $972M (-$108M)

32% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 76

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

65% less call options, than puts

Call options by funds: $1.88M | Put options by funds: $5.39M

Holders
197
Holders Change
+10
Holders Change %
+5.35%
% of All Funds
4.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
31
Increased
52
Reduced
76
Closed
18
Calls
$1.88M
Puts
$5.39M
Net Calls
-$3.5M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$130M -$1.12M -59,127 -0.8%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$112M +$63.4M +3,343,009 +102%
Vanguard Group
3
Vanguard Group
Pennsylvania
$75.8M -$14.4M -761,604 -15%
Renaissance Technologies
4
Renaissance Technologies
New York
$68.8M +$1.35M +71,203 +2%
DCM
5
Daruma Capital Management
New York
$49.6M -$1.97M -103,803 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$47.9M -$1.56M -82,224 -3%
State Street
7
State Street
Massachusetts
$28.4M +$1.85M +97,346 +6%
FAM
8
Fred Alger Management
New York
$28M +$10.9M +572,598 +53%
Balyasny Asset Management
9
Balyasny Asset Management
Illinois
$23.7M +$12.5M +658,519 +88%
Primecap Management
10
Primecap Management
California
$21.4M
TA
11
Teachers Advisors
New York
$16.1M -$206K -10,841 -1%
PCM
12
Peregrine Capital Management
Minnesota
$16.1M +$18M +951,634 New
Norges Bank
13
Norges Bank
Norway
$13.8M -$5.08M -267,722 -25%
Northern Trust
14
Northern Trust
Illinois
$12.8M +$85.6K +4,514 +0.6%
IECM
15
Intrinsic Edge Capital Management
Illinois
$12.6M -$9.04M -477,013 -39%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$12.6M +$323K +17,048 +2%
EA
17
Emerald Advisers
Pennsylvania
$11.4M +$221K +11,636 +2%
Morgan Stanley
18
Morgan Stanley
New York
$10.2M +$8.49M +447,777 +290%
Fisher Asset Management
19
Fisher Asset Management
Washington
$10.1M -$573K -30,244 -5%
Wells Fargo
20
Wells Fargo
California
$9.75M -$279K -14,695 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$9.27M -$250K -13,165 -2%
EMFAT
22
Emerald Mutual Fund Advisers Trust
Pennsylvania
$9.25M +$240K +12,680 +2%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$8.91M +$2.38M +125,523 +31%
Deutsche Bank
24
Deutsche Bank
Germany
$8.88M +$6.89M +363,500 +224%
Ameriprise
25
Ameriprise
Minnesota
$8.82M -$1.13M -59,669 -10%

OSUR Hedge Fund Activity: Q1 2018 in Review

197 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in OraSure Technologies (OSUR) for Q1 2018, worth a combined $972M — down 10% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new OSUR positions and 18 closed out — a net gain of 13 holders — while 52 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $63.4M. The largest seller was Millennium Management, cutting an estimated $21.8M.

  • 197 institutional investors held OraSure Technologies (OSUR) as of Q1 2018, up from 187 in Q4 2017.
  • Funds reported $972M of OraSure Technologies stock for Q1 2018, down 10% quarter-over-quarter.
  • 31 funds opened new OraSure Technologies positions in Q1 2018 and 18 closed out, a net change of +13 holders.
  • The largest OraSure Technologies buyer in Q1 2018 was Wellington Management Group, an estimated $63.4M added.
  • The largest OraSure Technologies seller in Q1 2018 was Millennium Management, an estimated $21.8M sold.

Based on aggregated 13F filings for Q1 2018.