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OneSpaWorld

154 hedge funds and large institutions have $879M invested in OneSpaWorld in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 66 increasing their positions, 35 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

602% more call options, than puts

Call options by funds: $344K | Put options by funds: $49K

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

89% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 35

26% more capital invested

Capital invested by funds: $696M → $879M (+$183M)

13% more funds holding

Funds holding: 136154 (+18)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.05% less ownership

Funds ownership: 95.8%92.74% (-3.1%)

Holders
154
Holders Change
+18
Holders Change %
+13.24%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
66
Reduced
35
Closed
14
Calls
$344K
Puts
$49K
Net Calls
+$295K
Net Calls Change
-$543K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$165M -$24.2M -2,222,721 -14%
Select Equity Group
2
Select Equity Group
New York
$88.4M +$4.28M +393,244 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$57.6M +$831K +76,276 +2%
BlackRock
4
BlackRock
New York
$57.2M +$556K +51,076 +1%
Franklin Resources
5
Franklin Resources
California
$55.5M -$3.27M -300,537 -6%
CCM
6
Channing Capital Management
Illinois
$50.7M -$21M -1,926,902 -31%
NSCM
7
New South Capital Management
Tennessee
$31.8M -$2.2M -201,556 -7%
PA
8
Pinnacle Associates
New York
$29.2M -$467K -42,911 -2%
EAM
9
Eagle Asset Management
Florida
$20.4M +$12.2M +1,119,500 +193%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$18.5M +$4.41M +405,104 +36%
DC
11
Davenport & Co
Virginia
$17.1M +$968K +88,913 +7%
Millennium Management
12
Millennium Management
New York
$15.8M +$2.8M +256,752 +24%
New York State Common Retirement Fund
13
New York State Common Retirement Fund
New York
$15.8M -$4.65M -426,866 -24%
Vanguard Group
14
Vanguard Group
Pennsylvania
$15.8M +$116K +10,689 +0.8%
State Street
15
State Street
Massachusetts
$15.3M +$403K +36,955 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$14.5M +$621K +57,000 +5%
PCM
17
Palisade Capital Management
New Jersey
$13.9M +$156K +14,342 +1%
IP
18
Interval Partners
New York
$9.45M +$8.58M +788,108 New
SI
19
Scout Investments
Missouri
$8.91M -$92.1K -8,455 -1%
MAM
20
Madison Asset Management
Wisconsin
$8.18M +$1.41M +129,436 +23%
Axa
21
Axa
France
$8.02M +$778K +71,459 +12%
PC
22
Pier Capital
Connecticut
$7.76M +$2.7M +247,659 +62%
Northern Trust
23
Northern Trust
Illinois
$7.4M +$75.2K +6,907 +1%
1C
24
1060 Capital
Colorado
$7.15M +$6.5M +596,455 New
DCM
25
Driehaus Capital Management
Illinois
$6.73M +$6.11M +561,386 New

OSW Hedge Fund Activity: Q1 2023 in Review

154 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q1 2023, worth a combined $879M — up 26% from $696M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new OSW positions and 14 closed out — a net gain of 20 holders — while 66 added to existing stakes and 35 trimmed.

The largest buyer was Eagle Asset Management, adding an estimated $12.2M. The largest seller was Ariel Investments, cutting an estimated $24.2M.

  • 154 institutional investors held OneSpaWorld (OSW) as of Q1 2023, up from 136 in Q4 2022.
  • Funds reported $879M of OneSpaWorld stock for Q1 2023, up 26% quarter-over-quarter.
  • 34 funds opened new OneSpaWorld positions in Q1 2023 and 14 closed out, a net change of +20 holders.
  • The largest OneSpaWorld buyer in Q1 2023 was Eagle Asset Management, an estimated $12.2M added.
  • The largest OneSpaWorld seller in Q1 2023 was Ariel Investments, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2023.