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The Oncology Institute

45 hedge funds and large institutions have $38.3M invested in The Oncology Institute in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

81% more capital invested

Capital invested by funds: $21.2M → $38.3M (+$17.1M)

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

25% more funds holding

Funds holding: 3645 (+9)

4.34% more ownership

Funds ownership: 20.71%25.04% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
45
Holders Change
+9
Holders Change %
+25%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
14
Reduced
9
Closed
3
Calls
$171K
Puts
Net Calls
+$171K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$9.7M -$173 -100 -0%
DM
2
Deerfield Management
New York
$6.85M
JAIC
3
Josh Arnold Investment Consultant
Minnesota
$3.79M -$36.7K -21,143 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.63M +$33.6K +19,359 +1%
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$2.56M +$1.41M +815,458 +186%
KLC
6
Kent Lake Capital
Nevada
$2.21M +$1.56M +901,956 +492%
TM
7
Triatomic Management
California
$1.8M -$34.7K -20,000 -2%
CI
8
Cincinnati Insurance
Ohio
$1.43M +$1.21M +699,500 New
TAS
9
TIFF Advisory Services
Pennsylvania
$864K
EPA
10
Element Pointe Advisors
Florida
$812K +$690K +398,052 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$693K +$59.4K +34,266 +11%
BFM
12
Boston Financial Management
Massachusetts
$637K +$16.4K +9,485 New
BlackRock
13
BlackRock
New York
$485K
Millennium Management
14
Millennium Management
New York
$358K +$135K +78,090 +80%
Citadel Advisors
15
Citadel Advisors
Florida
$293K +$175K +101,123 +237%
State Street
16
State Street
Massachusetts
$207K +$40.4K +23,300 +30%
Squarepoint
17
Squarepoint
New York
$198K +$168K +96,862 New
SCM
18
Saba Capital Management
New York
$192K
Renaissance Technologies
19
Renaissance Technologies
New York
$182K +$29.5K +17,000 +24%
FCG
20
Fielder Capital Group
Tennessee
$143K +$122K +70,192 New
FL
21
FreeGulliver LLC
Louisiana
$133K +$113K +65,000 New
Northern Trust
22
Northern Trust
Illinois
$130K +$33.6K +19,355 +43%
DC
23
Diametric Capital
Massachusetts
$119K -$169K -97,249 -63%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$99.4K +$84.5K +48,719 New
Morgan Stanley
25
Morgan Stanley
New York
$97.9K +$73.7K +42,506 +778%