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The Oncology Institute

36 hedge funds and large institutions have $21.2M invested in The Oncology Institute in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more capital invested

Capital invested by funds: $7.66M → $21.2M (+$13.5M)

10% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 10

2.24% more ownership

Funds ownership: 18.47%20.71% (+2.2%)

5% less funds holding

Funds holding: 3836 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
36
Holders Change
-2
Holders Change %
-5.26%
% of All Funds
0.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
11
Reduced
10
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VF
26
Virtu Financial
New York
$20K +$14.5K +14,044 New
Prudential Financial
27
Prudential Financial
New Jersey
$18.2K +$13.5K +13,000 New
Deutsche Bank
28
Deutsche Bank
Germany
$13.2K -$11.3K -10,936 -54%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$11K +$112 +108 +1%
Morgan Stanley
30
Morgan Stanley
New York
$7.65K -$4.18K -4,038 -43%
Bank of America
31
Bank of America
North Carolina
$5.47K -$2 -2 -0.1%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$3.04K -$10.4K -10,037 -82%
Citigroup
33
Citigroup
New York
$697
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$470
Wells Fargo
35
Wells Fargo
California
$321 +$46 +44 +24%
JP Morgan Chase
36
JP Morgan Chase
New York
$140 +$60 +58 +138%
PM
37
Prosight Management
Texas
-$251K -455,302 Closed
YIH
38
Y-Intercept (HK)
Hong Kong
-$76.4K -138,899 Closed
OMC
39
Old Mission Capital
Illinois
-$29K -52,740 Closed
CSS
40
Cubist Systematic Strategies
Connecticut
-$19.6K -35,621 Closed
Jane Street
41
Jane Street
New York
-$12.6K -22,974 Closed
NL
42
NWAM LLC
Washington
-$11K -20,000 Closed
Point72 Asset Management
43
Point72 Asset Management
Connecticut
-$7.78K -14,147 Closed
TRCT
44
Tower Research Capital (TRC)
New York
-$2K -3,640 Closed
PMEF
45
Point72 Middle East FZE
United Arab Emirates
-$1.77K -3,226 Closed
UBS Group
46
UBS Group
Switzerland
-$1.33K -2,414 Closed
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
-$170 -309 Closed

TOI Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in The Oncology Institute (TOI) for Q3 2023, worth a combined $21.2M — up 176% from $7.66M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of TOI and 9 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 11 added.

The largest buyer was Josh Arnold Investment Consultant, adding an estimated $848K. The largest seller was Prosight Management, exiting entirely with an estimated $251K sold.

  • 36 institutional investors held The Oncology Institute (TOI) as of Q3 2023, down from 38 in Q2 2023.
  • Funds reported $21.2M of The Oncology Institute stock for Q3 2023, up 176% quarter-over-quarter.
  • 9 funds opened new The Oncology Institute positions in Q3 2023 and 11 closed out, a net change of -2 holders.
  • The largest The Oncology Institute buyer in Q3 2023 was Josh Arnold Investment Consultant, an estimated $848K added.
  • The largest The Oncology Institute seller in Q3 2023 was Prosight Management, an estimated $251K sold.

Based on aggregated 13F filings for Q3 2023.