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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
Legal & General Group
51
Legal & General Group
United Kingdom
-$2.81K -4,141 Closed
AIP
52
Ameritas Investment Partners
Nebraska
-$955 -1,409 Closed
Toronto Dominion Bank
53
Toronto Dominion Bank
Ontario, Canada
+$178 +336 New

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.