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OneSpaWorld

172 hedge funds and large institutions have $1.29B invested in OneSpaWorld in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 58 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

32,733% more call options, than puts

Call options by funds: $985K | Put options by funds: $3K

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

32% more capital invested

Capital invested by funds: $974M → $1.29B (+$314M)

6% more funds holding

Funds holding: 163172 (+9)

4.16% more ownership

Funds ownership: 87.28%91.45% (+4.2%)

7% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 58

Holders
172
Holders Change
+9
Holders Change %
+5.52%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
30
Increased
62
Reduced
58
Closed
20
Calls
$985K
Puts
$3K
Net Calls
+$982K
Net Calls Change
+$870K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$189M -$4.54M -390,394 -3%
Select Equity Group
2
Select Equity Group
New York
$119M -$5.72M -491,499 -5%
BlackRock
3
BlackRock
New York
$96.8M +$5.97M +513,157 +8%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.8M +$5.05M +434,530 +10%
Franklin Resources
5
Franklin Resources
California
$62.1M -$1.73M -148,545 -3%
RIM
6
Ranger Investment Management
Texas
$40.9M +$1.37M +117,765 +4%
CCM
7
Channing Capital Management
Illinois
$40.5M -$7.67M -659,155 -19%
NSCM
8
New South Capital Management
Tennessee
$33.9M -$653K -56,123 -2%
PA
9
Pinnacle Associates
New York
$33.5M +$47.1K +4,048 +0.2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$31.9M +$3.69M +316,905 +16%
DC
11
Davenport & Co
Virginia
$31.4M +$1.15M +98,877 +5%
Capital International Investors
12
Capital International Investors
California
$30.3M
Vanguard Group
13
Vanguard Group
Pennsylvania
$29.5M +$1.42M +121,758 +6%
EAM
14
Eagle Asset Management
Florida
$28.1M +$1.81M +155,517 +8%
DCM
15
Driehaus Capital Management
Illinois
$26.4M -$1.34M -115,612 -6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$26.2M +$1.19M +101,970 +6%
State Street
17
State Street
Massachusetts
$25.5M +$3.56M +305,935 +20%
Macquarie Group
18
Macquarie Group
Australia
$23.7M +$19.5M +1,679,440 New
Morgan Stanley
19
Morgan Stanley
New York
$22.6M +$11M +946,908 +145%
Citadel Advisors
20
Citadel Advisors
Florida
$21M +$13.2M +1,134,037 +319%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$20.6M +$2.53M +217,847 +18%
PCM
22
Palisade Capital Management
New Jersey
$19.2M +$1.71M +147,278 +12%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$15M -$1.21M -104,303 -9%
Axa
24
Axa
France
$13.4M -$2.28M -196,384 -17%
Renaissance Technologies
25
Renaissance Technologies
New York
$12.5M -$458K -39,387 -4%

OSW Hedge Fund Activity: Q4 2023 in Review

172 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q4 2023, worth a combined $1.29B — up 32% from $974M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new OSW positions and 20 closed out — a net gain of 10 holders — while 62 added to existing stakes and 58 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $19.5M. The largest seller was Channing Capital Management, cutting an estimated $7.67M.

  • 172 institutional investors held OneSpaWorld (OSW) as of Q4 2023, up from 163 in Q3 2023.
  • Funds reported $1.29B of OneSpaWorld stock for Q4 2023, up 32% quarter-over-quarter.
  • 30 funds opened new OneSpaWorld positions in Q4 2023 and 20 closed out, a net change of +10 holders.
  • The largest OneSpaWorld buyer in Q4 2023 was Macquarie Group, an estimated $19.5M added.
  • The largest OneSpaWorld seller in Q4 2023 was Channing Capital Management, an estimated $7.67M sold.

Based on aggregated 13F filings for Q4 2023.