THE ONCOLOGY INSTITUTE INC STLN
COM · Common Stock · CUSIP 68236X100
- SectorHealth care
- IndustryServices-Offices & Clinics of Doctors of Medicine
- HeadquartersCerritos, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Shares outstanding: 74.3m as of 2024-03-19, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $1.63.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 39 |
| Q4 2022 | 41 |
| Q1 2023 | 40 |
| Q2 2023 | 39 |
| Q3 2023 | 37 |
| Q4 2023 | 46 |
| Q1 2024 | 48 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 25 | 12 |
| Q1 2023 | 24 | 15 |
| Q2 2023 | 18 | 33 |
| Q3 2023 | 20 | 21 |
| Q4 2023 | 25 | 12 |
| Q1 2024 | 21 | 17 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $0 | $0 | — |
| Q4 2023 | $171.1k | $0 | 0.00 |
| Q1 2024 | $0 | $0 | — |
Biggest buyers
| Balyasny Asset Management L.P. | Added | +472.5k |
| FourWorld Capital Management LLC | New | +250.4k |
| MORGAN STANLEY | Added | +163.7k |
| FreeGulliver LLC | Added | +123.2k |
| Kent Lake Capital LLC | Added | +101.5k |
| QUATTRO FINANCIAL ADVISORS LLC | New | +56.0k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +50.8k |
| Lee Financial Co | New | +28.0k |
| HighTower Advisors, LLC | New | +28.0k |
| NWAM LLC | New | +27.7k |
Biggest sellers
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | Sold out | -1.9m |
| ELEMENT POINTE ADVISORS, LLC | Reduced | -199.0k |
| CITADEL ADVISORS LLC | Reduced | -113.7k |
| BlackRock Inc. | Reduced | -88.4k |
| MARSHALL WACE, LLP | Sold out | -39.3k |
| Diametric Capital, LP | Reduced | -35.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -28.3k |
| JANE STREET GROUP, LLC | Sold out | -28.2k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -27.1k |
| PRELUDE CAPITAL MANAGEMENT, LLC | Sold out | -19.6k |
Insider purchases and sales in Q1 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 1 | $70.0k | 6 | $87.2k | — |
| Q1 2023 | 1 | $27.5k | 0 | — | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 1 | $127.0k | 1 | $174.4k | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-01-29 | Havencrest Healthcare Partners, L.P. +2 10% owner · See footnote | Sold | $18.3k8.6k shares |
| 2024-01-26 | Havencrest Healthcare Partners, L.P. +2 10% owner · See footnote | Sold | $14.9k7.0k shares |
| 2024-01-25 | Havencrest Healthcare Partners, L.P. +2 10% owner · See footnote | Sold | $24.6k11.9k shares |
| 2024-01-24 | Havencrest Healthcare Partners, L.P. +2 10% owner · See footnote | Sold | $57.3k24.9k shares |
| 2024-01-23 | Havencrest Healthcare Partners, L.P. +2 10% owner · See footnote | Sold | $11.3k5.3k shares |
| 2024-01-22 | Havencrest Healthcare Partners, L.P. +2 10% owner · See footnote | Sold | $21.8k10.3k shares |
| 2024-01-19 | Havencrest Healthcare Partners, L.P. +2 10% owner · See footnote | Sold | $25.5k12.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.00% of their portfolio | 4.8m $7.5m | Reduced -535 |
| DEERFIELD MANAGEMENT COMPANY, L.P. 0.09% of their portfolio | 3.4m $5.3m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.8m $2.8m | Added +6.1k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 1.7m $2.7m | Added +472.5k |
| Kent Lake Capital LLC 0.82% of their portfolio | 1.2m $1.9m | Added +101.5k |
| Triatomic Management LP 16.31% of their portfolio | 884.7k $1.4m | Unchanged |
| CINCINNATI INSURANCE CO 0.02% of their portfolio | 699.5k $1.1m | Unchanged |
| TIFF ADVISORY SERVICES, LLC 0.29% of their portfolio | 423.4k $669.0k | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 354.1k $559.6k | Added +14.3k |
| FourWorld Capital Management LLC 0.37% of their portfolio | 250.4k $395.6k | New |
| MORGAN STANLEY 0.00% of their portfolio | 211.7k $334.4k | Added +163.7k |
| ELEMENT POINTE ADVISORS, LLC 0.08% of their portfolio | 199.0k $314.5k | Reduced -199.0k |
| FreeGulliver LLC 0.26% of their portfolio | 188.2k $297.3k | Added +123.2k |
| BlackRock Inc. 0.00% of their portfolio | 149.4k $236.1k | Reduced -88.4k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 148.3k $234.3k | Reduced -27.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 140.1k $221.0k | Added +50.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 105.8k $167.2k | Added +9.0k |
| STATE STREET CORP 0.00% of their portfolio | 101.3k $160.1k | Unchanged |
| Saba Capital Management, L.P. 0.00% of their portfolio | 94.3k $148.9k | Unchanged |
| Fielder Capital Group LLC 0.05% of their portfolio | 70.2k $110.9k | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 65.0k $102.7k | Added +1.1k |
| QUATTRO FINANCIAL ADVISORS LLC 0.03% of their portfolio | 56.0k $88.4k | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 45.1k $71.2k | Reduced -3.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.00% of their portfolio | 38.6k $60.0k | Unchanged |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 31.0k $49.0k | Added +14.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 30.1k $47.6k | Reduced -113.7k |
| Lee Financial Co 0.01% of their portfolio | 28.0k $44.2k | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 28.0k $44.0k | New |
| NWAM LLC 0.00% of their portfolio | 27.7k $24.5k | New |
| XTX Topco Ltd 0.01% of their portfolio | 27.5k $43.5k | Added +9.5k |
| WealthShield Partners, LLC 0.01% of their portfolio | 24.1k $38.1k | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 23.8k $37.6k | Unchanged |
| Diametric Capital, LP 0.02% of their portfolio | 22.2k $35.1k | Reduced -35.9k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 19.0k $30.0k | Reduced -1.7k |
| BROWN ADVISORY INC 0.00% of their portfolio | 18.7k $29.5k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 18.3k $28.9k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 17.5k $27.7k | Added +17.3k |
| CITIGROUP INC 0.00% of their portfolio | 12.9k $20.3k | Added +12.4k |
| UBS Group AG 0.00% of their portfolio | 10.3k $16.3k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 9.4k $14.9k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 7.8k $12.2k | Reduced -4.3k |
| BOSTON FINANCIAL MANGEMENT LLC 0.02% of their portfolio | 7.4k $651.6k | Reduced -2.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 3.9k $6.2k | Reduced -28.3k |
| KIRR MARBACH & CO LLC /IN/ 0.08% of their portfolio | 2.7k $330.7k | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 2.2k $3.4k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 248 $392 | Added +4 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 55 $0 | Reduced -978 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |