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The Oncology Institute

39 hedge funds and large institutions have $15.3M invested in The Oncology Institute in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

3.06% less ownership

Funds ownership: 32.52%29.46% (-3.1%)

5% less funds holding

Funds holding: 4139 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

61% less capital invested

Capital invested by funds: $39.2M → $15.3M (-$23.9M)

Holders
39
Holders Change
-2
Holders Change %
-4.88%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
17
Reduced
9
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$12.4K +$23.3K +18,300 New
Morgan Stanley
27
Morgan Stanley
New York
$12.2K -$520 -408 -2%
AIG
28
American International Group
New York
$11.7K +$1.1K +865 +5%
TRCT
29
Tower Research Capital (TRC)
New York
$10K +$9.77K +7,660 +109%
SG Americas Securities
30
SG Americas Securities
New York
$10K +$18.8K +14,740 New
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$9.05K -$697 -546 -4%
UBS Group
32
UBS Group
Switzerland
$7.82K +$6.86K +5,377 +87%
Invesco
33
Invesco
Georgia
$7.73K +$307 +241 +2%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$7.53K
Wells Fargo
35
Wells Fargo
California
$4.65K +$8.75K +6,858 New
AB
36
Amalgamated Bank
New York
$3K +$307 +241 +5%
Legal & General Group
37
Legal & General Group
United Kingdom
$2.81K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$1K -$5.06K -3,969 -66%
AIP
39
Ameritas Investment Partners
Nebraska
$955
JFG
40
Jefferies Financial Group
New York
-$318K -192,452 Closed
AGM
41
Alpine Global Management
New York
-$76K -46,326 Closed
Corient Private Wealth
42
Corient Private Wealth
Florida
-$21K -12,500 Closed
Federated Hermes
43
Federated Hermes
Pennsylvania
-$11.1K -6,697 Closed
Citigroup
44
Citigroup
New York
-$388 -235 Closed
EI
45
Ellevest Inc
New York
-$15 -9 Closed
CS
46
Credit Suisse
Switzerland
-$2 -1 Closed