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The Oncology Institute

47 hedge funds and large institutions have $28.2M invested in The Oncology Institute in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

4% more funds holding

Funds holding: 4547 (+2)

1.64% less ownership

Funds ownership: 25.04%23.4% (-1.6%)

26% less capital invested

Capital invested by funds: $38.3M → $28.2M (-$10.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
14
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.51M -$1.02K -535 -0%
DM
2
Deerfield Management
New York
$5.31M
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.82M +$11.5K +6,061 +0.3%
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$2.73M +$898K +472,525 +38%
KLC
5
Kent Lake Capital
Nevada
$1.88M +$193K +101,542 +9%
TM
6
Triatomic Management
California
$1.4M
CI
7
Cincinnati Insurance
Ohio
$1.11M
TAS
8
TIFF Advisory Services
Pennsylvania
$669K
BFM
9
Boston Financial Management
Massachusetts
$652K -$4.05K -2,130 -22%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$560K +$27.2K +14,331 +4%
FCM
11
FourWorld Capital Management
New York
$396K +$476K +250,359 New
KMC
12
Kirr Marbach & Co
Indiana
$331K +$5.18K +2,725 New
EPA
13
Element Pointe Advisors
Florida
$314K -$378K -199,026 -50%
FL
14
FreeGulliver LLC
Louisiana
$297K +$234K +123,169 +189%
BlackRock
15
BlackRock
New York
$236K -$168K -88,415 -37%
Millennium Management
16
Millennium Management
New York
$234K -$51.6K -27,148 -15%
Renaissance Technologies
17
Renaissance Technologies
New York
$221K +$96.6K +50,800 +57%
Squarepoint
18
Squarepoint
New York
$167K +$17K +8,962 +9%
State Street
19
State Street
Massachusetts
$160K
SCM
20
Saba Capital Management
New York
$149K
Morgan Stanley
21
Morgan Stanley
New York
$111K +$42.9K +22,586 +47%
FCG
22
Fielder Capital Group
Tennessee
$111K
Northern Trust
23
Northern Trust
Illinois
$103K +$2K +1,053 +2%
QFA
24
Quattro Financial Advisors
Texas
$88.4K +$106K +55,960 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$71.2K -$6.94K -3,651 -7%