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OneSpaWorld

100 hedge funds and large institutions have $889M invested in OneSpaWorld in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 10

37% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 30

10% more funds holding

Funds holding: 91100 (+9)

8% more capital invested

Capital invested by funds: $826M → $889M (+$63.3M)

6.51% more ownership

Funds ownership: 87.61%94.12% (+6.5%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
2.19%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
19
Increased
41
Reduced
30
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$93.9M -$5.02M -320,426 -5%
BlackRock
2
BlackRock
New York
$57.3M +$15.4M +984,110 +36%
Goldman Sachs
3
Goldman Sachs
New York
$54.2M +$5.87M +374,329 +12%
AllianceBernstein
4
AllianceBernstein
Tennessee
$42.1M +$1.51M +96,565 +4%
CCM
5
Channing Capital Management
Illinois
$40.5M +$24M +1,532,305 +143%
GIM
6
Granahan Investment Management
Massachusetts
$38M -$6.99M -445,820 -15%
TCM
7
TimesSquare Capital Management
New York
$35.7M -$1.16M -73,800 -3%
NSCM
8
New South Capital Management
Tennessee
$35M -$402K -25,619 -1%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$34M +$5.05M +322,050 +17%
Ameriprise
10
Ameriprise
Minnesota
$31.2M +$15M +960,086 +91%
GF
11
Greenhouse Funds
Maryland
$27M -$11.3M -722,604 -29%
DC
12
Davenport & Co
Virginia
$25M -$3.13K -200 -0%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$24.3M -$1.04M -66,540 -4%
WRF
14
Waddell & Reed Financial
Kansas
$22.5M +$1.32M +84,475 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$22.4M -$4.83M -308,000 -18%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$22.2M -$5.33M -339,797 -19%
Primecap Management
17
Primecap Management
California
$18.6M
Principal Financial Group
18
Principal Financial Group
Iowa
$17.1M -$254K -16,225 -1%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$15.8M -$3.94M -251,116 -20%
BAMCO Inc
20
BAMCO Inc
New York
$15.7M +$153K +9,750 +1%
DFAM
21
Deep Field Asset Management
California
$15.2M
State Street
22
State Street
Massachusetts
$12.5M +$2.47M +157,487 +24%
DCM
23
Driehaus Capital Management
Illinois
$11.7M +$5.1M +325,213 +76%
Vanguard Group
24
Vanguard Group
Pennsylvania
$11.2M +$818K +52,176 +8%
ClearBridge Investments
25
ClearBridge Investments
New York
$10M +$10.1M +645,950 +179,431%

OSW Hedge Fund Activity: Q3 2019 in Review

100 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q3 2019, worth a combined $889M — up 7.7% from $826M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OSW positions and 10 closed out — a net gain of 9 holders — while 41 added to existing stakes and 30 trimmed.

The largest buyer was Channing Capital Management, adding an estimated $24M. The largest seller was Monashee Investment Management, cutting an estimated $21.2M.

  • 100 institutional investors held OneSpaWorld (OSW) as of Q3 2019, up from 91 in Q2 2019.
  • Funds reported $889M of OneSpaWorld stock for Q3 2019, up 7.7% quarter-over-quarter.
  • 19 funds opened new OneSpaWorld positions in Q3 2019 and 10 closed out, a net change of +9 holders.
  • The largest OneSpaWorld buyer in Q3 2019 was Channing Capital Management, an estimated $24M added.
  • The largest OneSpaWorld seller in Q3 2019 was Monashee Investment Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2019.