OSCR in the 13F filings
Oscar Health Inc · CUSIP 687793109
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 15 May 2025
- latest of these filings; the earliest 7 May 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 6 listed it in both
- Shares listed
- 15,861,503
- combined, among listed positions
- Reported value
- $208m
- combined, at the quarter end
Among the 95 comparable managers: 3 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing OSCR in Q1 2025
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Dragoneer Investment Group LLC | 6,917,448 | $91m | 1.91% | Trimmed | -2,570,446 | 15 May 2025 (the filing on sec.gov) |
| Capital World Investors | 3,622,586 | $47m | under 0.1% | Held | 0 | 12 May 2025 (the filing on sec.gov) |
| Southeastern Asset Management Inc | 2,096,785 | $27m | 1.47% | Trimmed | -1,034,299 | 15 May 2025 (the filing on sec.gov) |
| Holocene Advisors LP | 1,298,942 | $17m | under 0.1% | Added | +173,032 | 15 May 2025 (the filing on sec.gov) |
| Baillie Gifford & Co | 822,088 | $11m | under 0.1% | Held | 0 | 7 May 2025 (the filing on sec.gov) |
| Glenview Capital Management LLC | 798,981 | $10m | 0.26% | New | new | 15 May 2025 (the filing on sec.gov) |
| PDT Partners LLC | 293,673 | $3.9m | 0.27% | New | new | 15 May 2025 (the filing on sec.gov) |
| Farallon Capital Management LLC | 11,000 | $144k | under 0.1% | Held | 0 | 15 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Glenview Capital Management LLCnew position · 798,981 shares now+798,981
- PDT Partners LLCnew position · 293,673 shares now+293,673
- Holocene Advisors LPexisting position · 1,298,942 shares now+173,032
Reductions
- Dragoneer Investment Group LLCexisting position · 6,917,448 shares now-2,570,446
- Southeastern Asset Management Incexisting position · 2,096,785 shares now-1,034,299
New positions and exits
New (2)
Exited (2)
- Viking Global Investors LPwas $41m
- Scion Asset Management LLCwas $2.7m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2021 | 10 | $987m | n.a. | n.a. |
| Q2 2021 | 6 | $645m | n.a. | n.a. |
| Q3 2021 | 5 | $541m | n.a. | n.a. |
| Q4 2021 | 6 | $302m | n.a. | n.a. |
| Q1 2022 | 6 | $389m | n.a. | n.a. |
| Q2 2022 | 4 | $153m | n.a. | n.a. |
| Q3 2022 | 4 | $178m | n.a. | n.a. |
| Q4 2022 | 4 | $49m | n.a. | n.a. |
| Q1 2023 | 7 | $186m | n.a. | n.a. |
| Q2 2023 | 8 | $203m | n.a. | n.a. |
| Q3 2023 | 6 | $123m | n.a. | n.a. |
| Q4 2023 | 9 | $266m | 3 | 4 |
| Q1 2024 | 12 | $490m | 6 | 4 |
| Q2 2024 | 12 | $538m | 6 | 2 |
| Q3 2024 | 13 | $667m | 6 | 5 |
| Q4 2024 | 11 | $351m | 5 | 3 |
| Q1 2025 | 8 | $208m | 3 | 4 |
| Q2 2025 | 10 | $229m | 6 | 3 |
| Q3 2025 | 8 | $210m | 5 | 5 |
| Q4 2025 | 13 | $282m | 17 | 20 |
| Q1 2026 | 4 | $42m | 12 | 23 |
| Q2 2026 | 8 | $631m | 22 | 14 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
OSCR and UNH →OSCR and ELV →OSCR and CI →Choose a stock to compare with OSCR →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own OSCR, latest filings →Back to the 13F Explorer →