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OneSpaWorld

162 hedge funds and large institutions have $1.02B invested in OneSpaWorld in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 44 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

543% more call options, than puts

Call options by funds: $418K | Put options by funds: $65K

68% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 44

44% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 18

16% more capital invested

Capital invested by funds: $879M → $1.02B (+$145M)

5% more funds holding

Funds holding: 154162 (+8)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.78% less ownership

Funds ownership: 92.74%86.97% (-5.8%)

Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
74
Reduced
44
Closed
18
Calls
$418K
Puts
$65K
Net Calls
+$353K
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$166M -$829K -71,701 -0.5%
Select Equity Group
2
Select Equity Group
New York
$109M +$18.9M +1,633,586 +22%
BlackRock
3
BlackRock
New York
$64.4M +$6.43M +555,946 +12%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$60.9M +$2.65M +229,276 +5%
Franklin Resources
5
Franklin Resources
California
$55.7M -$324K -28,069 -0.6%
CCM
6
Channing Capital Management
Illinois
$43.8M -$7.06M -610,622 -14%
Citadel Advisors
7
Citadel Advisors
Florida
$30.5M +$27.3M +2,362,405 +1,465%
NSCM
8
New South Capital Management
Tennessee
$29.9M -$2.12M -183,369 -7%
PA
9
Pinnacle Associates
New York
$28.9M -$584K -50,532 -2%
RIM
10
Ranger Investment Management
Texas
$27.2M +$22.4M +1,937,939 +626%
DC
11
Davenport & Co
Virginia
$23.1M +$5.46M +472,202 +33%
EAM
12
Eagle Asset Management
Florida
$22M +$1.32M +114,395 +7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$20.9M +$2.18M +188,595 +12%
DCM
14
Driehaus Capital Management
Illinois
$20.8M +$13.4M +1,161,123 +207%
Vanguard Group
15
Vanguard Group
Pennsylvania
$17.6M +$1.61M +139,059 +11%
State Street
16
State Street
Massachusetts
$16.7M +$1.21M +104,774 +8%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$16.3M +$1.58M +137,080 +11%
PCM
18
Palisade Capital Management
New Jersey
$14.7M +$573K +49,553 +4%
Axa
19
Axa
France
$14.1M +$5.72M +495,000 +74%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$14.1M -$1.8M -155,718 -12%
Millennium Management
21
Millennium Management
New York
$13.6M -$2.26M -195,501 -15%
IP
22
Interval Partners
New York
$10.2M +$659K +56,994 +7%
Morgan Stanley
23
Morgan Stanley
New York
$9.49M +$4.08M +352,973 +82%
MAM
24
Madison Asset Management
Wisconsin
$9.11M +$818K +70,768 +10%
PC
25
Pier Capital
Connecticut
$9.08M +$1.2M +103,861 +16%

OSW Hedge Fund Activity: Q2 2023 in Review

162 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q2 2023, worth a combined $1.02B — up 16% from $879M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new OSW positions and 18 closed out — a net gain of 8 holders — while 74 added to existing stakes and 44 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.3M. The largest seller was Channing Capital Management, cutting an estimated $7.06M.

  • 162 institutional investors held OneSpaWorld (OSW) as of Q2 2023, up from 154 in Q1 2023.
  • Funds reported $1.02B of OneSpaWorld stock for Q2 2023, up 16% quarter-over-quarter.
  • 26 funds opened new OneSpaWorld positions in Q2 2023 and 18 closed out, a net change of +8 holders.
  • The largest OneSpaWorld buyer in Q2 2023 was Citadel Advisors, an estimated $27.3M added.
  • The largest OneSpaWorld seller in Q2 2023 was Channing Capital Management, an estimated $7.06M sold.

Based on aggregated 13F filings for Q2 2023.