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The Oncology Institute

38 hedge funds and large institutions have $7.66M invested in The Oncology Institute in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 4 increasing their positions, 18 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

3% less funds holding

Funds holding: 3938 (-1)

10.99% less ownership

Funds ownership: 29.46%18.47% (-11%)

50% less capital invested

Capital invested by funds: $15.3M → $7.66M (-$7.69M)

78% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 18

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
4
Reduced
18
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$7.78K +$7.49K +14,147 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$6.72K -$14K -26,388 -68%
Morgan Stanley
28
Morgan Stanley
New York
$5.23K -$4.5K -8,506 -47%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$4K +$3.04K +5,753 +286%
Bank of America
30
Bank of America
North Carolina
$2.15K -$11K -20,704 -84%
TRCT
31
Tower Research Capital (TRC)
New York
$2K -$5.84K -11,041 -75%
PMEF
32
Point72 Middle East FZE
United Arab Emirates
$1.77K +$1.71K +3,226 New
UBS Group
33
UBS Group
Switzerland
$1.33K -$4.83K -9,124 -79%
Citigroup
34
Citigroup
New York
$274 +$263 +498 New
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$170 -$5.71K -10,800 -97%
Wells Fargo
36
Wells Fargo
California
$102 -$3.53K -6,673 -97%
JP Morgan Chase
37
JP Morgan Chase
New York
$23 -$14.5K -27,497 -100%
RG
38
Redmile Group
California
-$216K -318,082 Closed
Bank of New York Mellon
39
Bank of New York Mellon
New York
-$63.5K -93,656 Closed
Charles Schwab
40
Charles Schwab
California
-$59.4K -87,594 Closed
N
41
Nuveen
North Carolina
-$497K -52,343 Closed
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
-$29.8K -44,019 Closed
Two Sigma Investments
43
Two Sigma Investments
New York
-$29K -42,775 Closed
Allspring Global Investments
44
Allspring Global Investments
North Carolina
-$24.2K -35,744 Closed
Barclays
45
Barclays
United Kingdom
-$13.4K -19,840 Closed
AIG
46
American International Group
New York
-$11.7K -17,324 Closed
SG Americas Securities
47
SG Americas Securities
New York
-$10K -14,740 Closed
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
-$9.05K -13,345 Closed
Invesco
49
Invesco
Georgia
-$7.73K -11,398 Closed
AB
50
Amalgamated Bank
New York
-$3K -5,104 Closed

TOI Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in The Oncology Institute (TOI) for Q2 2023, worth a combined $7.66M — down 50% from $15.3M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of TOI and 14 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 4 added.

The largest buyer was Josh Arnold Investment Consultant, adding an estimated $498K. The largest seller was Fidelity Investments, cutting an estimated $3.83M.

  • 38 institutional investors held The Oncology Institute (TOI) as of Q2 2023, down from 39 in Q1 2023.
  • Funds reported $7.66M of The Oncology Institute stock for Q2 2023, down 50% quarter-over-quarter.
  • 14 funds opened new The Oncology Institute positions in Q2 2023 and 15 closed out, a net change of -1 holder.
  • The largest The Oncology Institute buyer in Q2 2023 was Josh Arnold Investment Consultant, an estimated $498K added.
  • The largest The Oncology Institute seller in Q2 2023 was Fidelity Investments, an estimated $3.83M sold.

Based on aggregated 13F filings for Q2 2023.