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OneSpaWorld

215 hedge funds and large institutions have $1.6B invested in OneSpaWorld in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

750% more call options, than puts

Call options by funds: $17K | Put options by funds: $2K

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

5% more capital invested

Capital invested by funds: $1.52B → $1.6B (+$76M)

1% more funds holding

Funds holding: 212215 (+3)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1.93% less ownership

Funds ownership: 94.42%92.49% (-1.9%)

Holders
215
Holders Change
+3
Holders Change %
+1.42%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
25
Increased
83
Reduced
78
Closed
21
Calls
$17K
Puts
$2K
Net Calls
+$15K
Net Calls Change
-$550K
Name Holding Trade Value Shares
Change
Change in
Stake
AI
1
Ariel Investments
Illinois
$156M -$5.51M -348,261 -4%
BlackRock
2
BlackRock
New York
$133M +$4.95M +312,428 +4%
Select Equity Group
3
Select Equity Group
New York
$85.3M -$26.1M -1,646,084 -24%
Franklin Resources
4
Franklin Resources
California
$68.4M -$6.86M -433,505 -10%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$68.3M +$23M +1,451,283 +54%
DC
6
Davenport & Co
Virginia
$52.3M +$2.1M +132,698 +4%
CCM
7
Channing Capital Management
Illinois
$47.8M -$2.63M -166,370 -5%
RIM
8
Ranger Investment Management
Texas
$45.1M +$1.8M +113,733 +4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$42.8M +$3.74M +236,196 +10%
NSCM
10
New South Capital Management
Tennessee
$42.8M -$34.7K -2,190 -0.1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$41.1M +$672K +42,443 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$39.9M +$2.24M +141,578 +6%
Macquarie Group
13
Macquarie Group
Australia
$38.5M -$692K -43,732 -2%
Capital International Investors
14
Capital International Investors
California
$35.5M
State Street
15
State Street
Massachusetts
$35.5M +$975K +61,568 +3%
PA
16
Pinnacle Associates
New York
$33.5M +$1.31M +82,618 +4%
DCM
17
Driehaus Capital Management
Illinois
$31.1M +$238K +15,029 +0.8%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$29.6M +$5.01M +316,207 +21%
William Blair Investment Management
19
William Blair Investment Management
Illinois
$28M +$1.74M +110,148 +7%
PCM
20
Palisade Capital Management
New Jersey
$27M -$1.64M -103,880 -6%
Renaissance Technologies
21
Renaissance Technologies
New York
$24.9M +$2.85M +179,700 +13%
N
22
Nuveen
North Carolina
$19M -$638K -40,289 -3%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$18.6M -$907K -57,297 -5%
Morgan Stanley
24
Morgan Stanley
New York
$16.8M -$4.62M -291,588 -22%
FAM
25
Fenimore Asset Management
New York
$15M +$71.8K +4,532 +0.5%

OSW Hedge Fund Activity: Q3 2024 in Review

215 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in OneSpaWorld (OSW) for Q3 2024, worth a combined $1.6B — up 5% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OSW positions and 21 closed out — a net gain of 4 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $23M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $31M sold.

  • 215 institutional investors held OneSpaWorld (OSW) as of Q3 2024, up from 212 in Q2 2024.
  • Funds reported $1.6B of OneSpaWorld stock for Q3 2024, up 5% quarter-over-quarter.
  • 25 funds opened new OneSpaWorld positions in Q3 2024 and 21 closed out, a net change of +4 holders.
  • The largest OneSpaWorld buyer in Q3 2024 was Fidelity Investments, an estimated $23M added.
  • The largest OneSpaWorld seller in Q3 2024 was Eagle Asset Management, an estimated $31M sold.

Based on aggregated 13F filings for Q3 2024.