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The Oncology Institute

41 hedge funds and large institutions have $39.2M invested in The Oncology Institute in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 3941 (+2)

0.14% more ownership

Funds ownership: 32.39%32.52% (+0.14%)

64% less capital invested

Capital invested by funds: $108M → $39.2M (-$69.2M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
20
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
26
Corient Private Wealth
Florida
$21K +$35.1K +12,500 New
Invesco
27
Invesco
Georgia
$18.4K -$4.17K -1,485 -12%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$18.3K +$379 +135 +1%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$17.6K -$657 -234 -2%
Barclays
30
Barclays
United Kingdom
$15.4K +$22.1K +7,868 +533%
TRCT
31
Tower Research Capital (TRC)
New York
$12K +$15K +5,345 +319%
Federated Hermes
32
Federated Hermes
Pennsylvania
$11.1K +$18.8K +6,697 New
UBS Group
33
UBS Group
Switzerland
$10.2K +$12.8K +4,577 +289%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$10K +$15.1K +5,376 +893%
AB
35
Amalgamated Bank
New York
$8K
Legal & General Group
36
Legal & General Group
United Kingdom
$6.83K
AIP
37
Ameritas Investment Partners
Nebraska
$2.03K
Citigroup
38
Citigroup
New York
$388 -$825 -294 -56%
EI
39
Ellevest Inc
New York
$15 +$25 +9 New
CS
40
Credit Suisse
Switzerland
$2 -$539 -192 -99%
VCIM
41
Velan Capital Investment Management
Georgia
-$2.54M -548,841 Closed
ZCM
42
Zebra Capital Management
Connecticut
-$127K -27,484 Closed
JMPWA
43
JP Morgan Private Wealth Advisors
California
-$85K -18,300 Closed
VOYA Investment Management
44
VOYA Investment Management
Georgia
-$63.8K -13,781 Closed
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
-$49K -10,525 Closed
Wells Fargo
46
Wells Fargo
California
-$3K -568 Closed
Nisa Investment Advisors
47
Nisa Investment Advisors
Missouri
+$36 +13 New

TOI Hedge Fund Activity: Q4 2022 in Review

41 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in The Oncology Institute (TOI) for Q4 2022, worth a combined $39.2M — down 64% from $108M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TOI positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Prosight Management, opening a new position worth an estimated $773K. The largest seller was Velan Capital Investment Management, exiting entirely with an estimated $2.54M sold.

  • 41 institutional investors held The Oncology Institute (TOI) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $39.2M of The Oncology Institute stock for Q4 2022, down 64% quarter-over-quarter.
  • 9 funds opened new The Oncology Institute positions in Q4 2022 and 6 closed out, a net change of +3 holders.
  • The largest The Oncology Institute buyer in Q4 2022 was Prosight Management, an estimated $773K added.
  • The largest The Oncology Institute seller in Q4 2022 was Velan Capital Investment Management, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2022.