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The Oncology Institute

39 hedge funds and large institutions have $8.83M invested in The Oncology Institute in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.72% more ownership

Funds ownership: 23.4%25.12% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less funds holding

Funds holding: 4739 (-8)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

67% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 12

69% less capital invested

Capital invested by funds: $28.2M → $8.83M (-$19.4M)

Holders
39
Holders Change
-8
Holders Change %
-17.02%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
13
Closed
12
Calls
$39K
Puts
Net Calls
+$39K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$13K
LF
27
Lee Financial
Texas
$12.9K
CAM
28
Cresset Asset Management
Illinois
$8.42K +$15.6K +18,300 New
VPIM
29
Vanguard Personalized Indexing Management
California
$8.27K -$832 -975 -5%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$7.2K -$13.1K -15,368 -50%
XT
31
XTX Topco
Cayman Islands
$5.27K -$13.7K -16,048 -58%
Mariner
32
Mariner
Kansas
$5.01K -$6.33K -7,418 -41%
ANTB
33
AMG National Trust Bank
Colorado
$4.6K +$8.54K +10,000 New
TRCT
34
Tower Research Capital (TRC)
New York
$4.52K +$1.77K +2,080 +27%
Bank of America
35
Bank of America
North Carolina
$1.23K -$1.05K -1,235 -32%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1K
JP Morgan Chase
37
JP Morgan Chase
New York
$78 -$7.34K -8,596 -98%
Citigroup
38
Citigroup
New York
$18 -$10.9K -12,814 -100%
EPA
39
Element Pointe Advisors
Florida
-$314K -199,026 Closed
Squarepoint
40
Squarepoint
New York
-$167K -105,824 Closed
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
-$60K -38,639 Closed
NL
42
NWAM LLC
Washington
-$24.5K -27,679 Closed
WP
43
WealthShield Partners
North Carolina
-$38.1K -24,126 Closed
Prudential Financial
44
Prudential Financial
New Jersey
-$37.6K -23,800 Closed
DC
45
Diametric Capital
Massachusetts
-$35.1K -22,201 Closed
Brown Advisory
46
Brown Advisory
Maryland
-$29.5K -18,674 Closed
UBS Group
47
UBS Group
Switzerland
-$16.3K -10,326 Closed
Deutsche Bank
48
Deutsche Bank
Germany
-$14.9K -9,435 Closed
KMC
49
Kirr Marbach & Co
Indiana
-$331K -2,725 Closed
Wells Fargo
50
Wells Fargo
California
-$392 -248 Closed