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OneSpaWorld

102 hedge funds and large institutions have $760M invested in OneSpaWorld in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 45 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,786% more call options, than puts

Call options by funds: $26.7M | Put options by funds: $924K

36% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 33

9% more capital invested

Capital invested by funds: $696M → $760M (+$64.3M)

5.96% more ownership

Funds ownership: 98.12%104.08% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 111102 (-9)

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

Holders
102
Holders Change
-9
Holders Change %
-8.11%
% of All Funds
1.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
45
Reduced
33
Closed
18
Calls
$26.7M
Puts
$924K
Net Calls
+$25.7M
Net Calls Change
-$3.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$140M +$24.1M +2,449,367 +21%
Capital Research Global Investors
2
Capital Research Global Investors
California
$59.7M +$17.3M +1,750,560 +41%
Franklin Resources
3
Franklin Resources
California
$55M -$797K -80,859 -1%
CCM
4
Channing Capital Management
Illinois
$51.4M +$5M +507,445 +11%
BlackRock
5
BlackRock
New York
$36.8M -$202K -20,479 -0.6%
NSCM
6
New South Capital Management
Tennessee
$34.4M -$3.49M -354,251 -9%
Ameriprise
7
Ameriprise
Minnesota
$31.2M +$680K +69,053 +2%
GIM
8
Granahan Investment Management
Massachusetts
$30.2M -$3.21M -325,349 -10%
TCM
9
TimesSquare Capital Management
New York
$26.5M -$6.17M -626,158 -19%
Select Equity Group
10
Select Equity Group
New York
$24.2M +$4.06M +412,508 +20%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$22.4M +$22.2M +2,250,000 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$21.6M +$78.6K +7,973 +0.4%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$17.5M +$6.1M +619,527 +55%
PA
14
Pinnacle Associates
New York
$17.1M +$454K +46,100 +3%
DFAM
15
Deep Field Asset Management
California
$15.2M +$1.41M +143,226 +10%
Vanguard Group
16
Vanguard Group
Pennsylvania
$14.2M +$961K +97,518 +7%
PCM
17
Palisade Capital Management
New Jersey
$13.1M +$1.02M +103,099 +8%
Goldman Sachs
18
Goldman Sachs
New York
$12M +$117K +11,867 +1%
AI
19
Aperture Investors
New York
$11.1M
DC
20
Davenport & Co
Virginia
$10.9M -$11.6K -1,178 -0.1%
PFM
21
Premier Fund Managers
United Kingdom
$10.6M
State Street
22
State Street
Massachusetts
$10.1M +$660K +66,963 +7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.23M +$2.86K +290 +0%
SI
24
Scout Investments
Missouri
$7.81M -$85.7K -8,697 -1%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$7.77M -$4.57M -463,771 -37%

OSW Hedge Fund Activity: Q3 2021 in Review

102 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q3 2021, worth a combined $760M — up 9.2% from $696M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of OSW and 10 opened new positions — a net loss of 8 holders — while 33 trimmed existing stakes and 45 added.

The largest buyer was Ariel Investments, adding an estimated $24.1M. The largest seller was TimesSquare Capital Management, cutting an estimated $6.17M.

  • 102 institutional investors held OneSpaWorld (OSW) as of Q3 2021, down from 111 in Q2 2021.
  • Funds reported $760M of OneSpaWorld stock for Q3 2021, up 9.2% quarter-over-quarter.
  • 10 funds opened new OneSpaWorld positions in Q3 2021 and 18 closed out, a net change of -8 holders.
  • The largest OneSpaWorld buyer in Q3 2021 was Ariel Investments, an estimated $24.1M added.
  • The largest OneSpaWorld seller in Q3 2021 was TimesSquare Capital Management, an estimated $6.17M sold.

Based on aggregated 13F filings for Q3 2021.