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The Oncology Institute

41 hedge funds and large institutions have $39.2M invested in The Oncology Institute in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

5% more funds holding

Funds holding: 3941 (+2)

0.14% more ownership

Funds ownership: 32.39%32.52% (+0.14%)

64% less capital invested

Capital invested by funds: $108M → $39.2M (-$69.2M)

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
20
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$19.8M +$4.81K +1,713 +0%
DM
2
Deerfield Management
New York
$5.54M
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.19M +$203K +72,364 +4%
BlackRock
4
BlackRock
New York
$2.64M +$201K +71,634 +5%
RG
5
Redmile Group
California
$2.61M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$873K +$23.4K +8,322 +2%
TM
7
Triatomic Management
California
$854K +$426K +151,800 +42%
State Street
8
State Street
Massachusetts
$691K +$367K +130,850 +45%
N
9
Nuveen
North Carolina
$497K +$9.93K +3,537 +7%
PM
10
Prosight Management
Texas
$455K +$773K +275,561 New
Northern Trust
11
Northern Trust
Illinois
$425K +$5.74K +2,046 +0.8%
JFG
12
Jefferies Financial Group
New York
$318K +$540K +192,452 New
SCM
13
Saba Capital Management
New York
$288K -$487K -173,546 -50%
JAIC
14
Josh Arnold Investment Consultant
Minnesota
$172K +$293K +104,400 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$158K +$26.4K +9,414 +11%
Charles Schwab
16
Charles Schwab
California
$145K
Two Sigma Investments
17
Two Sigma Investments
New York
$83.3K +$142K +50,492 New
AGM
18
Alpine Global Management
New York
$76K +$130K +46,326 New
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$61K +$3.24K +1,154 +3%
Bank of America
20
Bank of America
North Carolina
$52.8K +$45.4K +16,164 +102%
JP Morgan Chase
21
JP Morgan Chase
New York
$32K +$2.46K +875 +5%
Morgan Stanley
22
Morgan Stanley
New York
$30.4K +$47.7K +16,989 +1,192%
AIG
23
American International Group
New York
$27.2K -$166 -59 -0.4%
Deutsche Bank
24
Deutsche Bank
Germany
$25.4K +$646 +230 +2%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$22.9K +$441 +157 +1%

TOI Hedge Fund Activity: Q4 2022 in Review

41 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in The Oncology Institute (TOI) for Q4 2022, worth a combined $39.2M — down 64% from $108M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new TOI positions and 6 closed out — a net gain of 3 holders — while 20 added to existing stakes and 6 trimmed.

The largest buyer was Prosight Management, opening a new position worth an estimated $773K. The largest seller was Velan Capital Investment Management, exiting entirely with an estimated $2.54M sold.

  • 41 institutional investors held The Oncology Institute (TOI) as of Q4 2022, up from 39 in Q3 2022.
  • Funds reported $39.2M of The Oncology Institute stock for Q4 2022, down 64% quarter-over-quarter.
  • 9 funds opened new The Oncology Institute positions in Q4 2022 and 6 closed out, a net change of +3 holders.
  • The largest The Oncology Institute buyer in Q4 2022 was Prosight Management, an estimated $773K added.
  • The largest The Oncology Institute seller in Q4 2022 was Velan Capital Investment Management, an estimated $2.54M sold.

Based on aggregated 13F filings for Q4 2022.