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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$6.66M +$103 +100 +0%
DM
2
Deerfield Management
New York
$4.7M
JAIC
3
Josh Arnold Investment Consultant
Minnesota
$2.65M +$848K +819,321 +77%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.46M -$5.09K -4,916 -0.3%
TM
5
Triatomic Management
California
$1.27M
Balyasny Asset Management
6
Balyasny Asset Management
Illinois
$613K +$453K +437,579 New
TAS
7
TIFF Advisory Services
Pennsylvania
$593K +$438K +423,405 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$428K +$46.7K +45,082 +17%
BlackRock
9
BlackRock
New York
$333K +$91.5K +88,415 +59%
KLC
10
Kent Lake Capital
Nevada
$257K +$190K +183,215 New
DC
11
Diametric Capital
Massachusetts
$217K +$27.9K +26,952 +21%
Millennium Management
12
Millennium Management
New York
$136K -$109K -105,356 -52%
SCM
13
Saba Capital Management
New York
$132K -$78.8K -76,114 -45%
State Street
14
State Street
Massachusetts
$109K +$6.21K +6,000 +8%
Renaissance Technologies
15
Renaissance Technologies
New York
$101K -$3.46K -3,342 -4%
PCM
16
Prelude Capital Management
New York
$69.8K +$8.96K +8,652 +21%
XT
17
XTX Topco
Cayman Islands
$64.5K +$47.7K +46,100 New
Northern Trust
18
Northern Trust
Illinois
$62.4K -$3.65K -3,522 -7%
Citadel Advisors
19
Citadel Advisors
Florida
$59.8K +$44.2K +42,717 New
PI
20
PineBridge Investments
New York
$41.7K +$30.8K +29,779 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$29.8K -$50.9K -49,217 -70%
VPIM
22
Vanguard Personalized Indexing Management
California
$29.8K +$22K +21,269 New
Brown Advisory
23
Brown Advisory
Maryland
$26.1K
Mariner
24
Mariner
Kansas
$25.6K +$1.44K +1,391 +8%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$25.6K

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.