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OneSpaWorld

111 hedge funds and large institutions have $696M invested in OneSpaWorld in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 34 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,879% more call options, than puts

Call options by funds: $31.1M | Put options by funds: $1.57M

47% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 34

9.62% more ownership

Funds ownership: 88.5%98.12% (+9.6%)

7% more capital invested

Capital invested by funds: $652M → $696M (+$44M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 120111 (-9)

36% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 25

Holders
111
Holders Change
-9
Holders Change %
-7.5%
% of All Funds
1.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
50
Reduced
34
Closed
25
Calls
$31.1M
Puts
$1.57M
Net Calls
+$29.5M
Net Calls Change
-$660K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$112M +$20.6M +1,885,775 +19%
Franklin Resources
2
Franklin Resources
California
$54.2M -$4.7M -430,123 -7%
CCM
3
Channing Capital Management
Illinois
$45.1M -$2.28M -208,261 -4%
Capital Research Global Investors
4
Capital Research Global Investors
California
$41.1M +$17.4M +1,590,000 +60%
NSCM
5
New South Capital Management
Tennessee
$36.9M -$516K -47,228 -1%
BlackRock
6
BlackRock
New York
$36M +$1.17M +106,889 +3%
GIM
7
Granahan Investment Management
Massachusetts
$32.5M -$5.03M -460,526 -12%
TCM
8
TimesSquare Capital Management
New York
$31.8M +$9.32M +852,600 +35%
Ameriprise
9
Ameriprise
Minnesota
$29.6M +$17M +1,556,269 +104%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.9M +$927K +84,821 +4%
Select Equity Group
11
Select Equity Group
New York
$19.5M +$17.8M +1,626,898 +419%
PA
12
Pinnacle Associates
New York
$16.2M +$8.69M +795,068 +91%
DFAM
13
Deep Field Asset Management
California
$13.3M -$104K -9,552 -0.7%
Vanguard Group
14
Vanguard Group
Pennsylvania
$12.8M +$1.62M +148,166 +13%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$12M -$154K -14,135 -1%
PCM
16
Palisade Capital Management
New Jersey
$11.8M -$106K -9,729 -0.8%
Goldman Sachs
17
Goldman Sachs
New York
$11.5M +$993K +90,861 +8%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$11M -$1.24M -113,902 -9%
AI
19
Aperture Investors
New York
$10.7M +$1.4M +128,360 +13%
DC
20
Davenport & Co
Virginia
$10.6M +$9.22M +843,554 +336%
PFM
21
Premier Fund Managers
United Kingdom
$10.2M +$1.94M +177,332 +20%
State Street
22
State Street
Massachusetts
$9.2M +$1.11M +101,502 +12%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$8.97M +$1.3M +119,393 +15%
EAM
24
Eagle Asset Management
Florida
$7.92M -$486K -44,500 -5%
SI
25
Scout Investments
Missouri
$7.67M +$795K +72,773 +10%

OSW Hedge Fund Activity: Q2 2021 in Review

111 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q2 2021, worth a combined $696M — up 6.8% from $652M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of OSW and 16 opened new positions — a net loss of 9 holders — while 34 trimmed existing stakes and 50 added.

The largest buyer was Ariel Investments, adding an estimated $20.6M. The largest seller was Granahan Investment Management, cutting an estimated $5.03M.

  • 111 institutional investors held OneSpaWorld (OSW) as of Q2 2021, down from 120 in Q1 2021.
  • Funds reported $696M of OneSpaWorld stock for Q2 2021, up 6.8% quarter-over-quarter.
  • 16 funds opened new OneSpaWorld positions in Q2 2021 and 25 closed out, a net change of -9 holders.
  • The largest OneSpaWorld buyer in Q2 2021 was Ariel Investments, an estimated $20.6M added.
  • The largest OneSpaWorld seller in Q2 2021 was Granahan Investment Management, an estimated $5.03M sold.

Based on aggregated 13F filings for Q2 2021.