Vault-13

THE ONCOLOGY INSTITUTE INC STLN

COM · Common Stock · CUSIP 68236X100

44 institutional holders +12 vs Q4 2024
17,051,93217.1m shares reported held*
22.5% of all shares outstanding*
$19.4mreported value*
15 new 8 added 7 reduced 3 sold out net bought ≈ $2.7m (+2.3m shares)

* 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: 75.8m as of 2025-03-10, 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 ≈ $1.14.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 39Q4 22: 41Q1 23: 40Q2 23: 39Q3 23: 37Q4 23: 46Q1 24: 48Q2 24: 40Q3 24: 35Q4 24: 32Q1 25: 4444Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202239
Q4 202241
Q1 202340
Q2 202339
Q3 202337
Q4 202346
Q1 202448
Q2 202440
Q3 202435
Q4 202432
Q1 202544

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 23: 18 bought or addedQ2 23: 33 cut or sold outQ3 23: 20 bought or addedQ3 23: 21 cut or sold outQ3 23Q4 23: 25 bought or addedQ4 23: 12 cut or sold outQ1 24: 21 bought or addedQ1 24: 17 cut or sold outQ1 24Q2 24: 13 bought or addedQ2 24: 25 cut or sold outQ3 24: 13 bought or addedQ3 24: 13 cut or sold outQ3 24Q4 24: 14 bought or addedQ4 24: 11 cut or sold outQ1 25: 23 bought or addedQ1 25: 10 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20231833
Q3 20232021
Q4 20232512
Q1 20242117
Q2 20241325
Q3 20241313
Q4 20241411
Q1 20252310

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10k$20k$30k$40kQ2 24 calls: $38.6kQ2 24 puts: $0Q2 24P/C 0.00Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$38.6k$00.00
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$0—

Biggest buyers

JOSH ARNOLD INVESTMENT CONSULTANT, LLC New +1,988,900+2.0m
Balyasny Asset Management L.P. Added +421,770+421.8k
Manatuck Hill Partners, LLC New +350,000+350.0k
BRC Group Holdings, Inc. New +150,000+150.0k
GOLDMAN SACHS GROUP INC New +115,140+115.1k
Massar Capital Management, LP New +100,000+100.0k
WealthShield Partners, LLC New +70,154+70.2k
RENAISSANCE TECHNOLOGIES LLC Added +65,600+65.6k
CITIZENS FINANCIAL GROUP INC/RI New +62,700+62.7k
GEODE CAPITAL MANAGEMENT, LLC Added +38,400+38.4k

Biggest sellers

CINCINNATI INSURANCE CO Reduced -793,250-793.2k
Virtu Financial LLC Sold out -131,759-131.8k
JANE STREET GROUP, LLC Sold out -127,659-127.7k
FreeGulliver LLC Reduced -56,386-56.4k
UBS Group AG Reduced -51,884-51.9k
Scientech Research LLC Sold out -21,198-21.2k
Tower Research Capital LLC (TRC) Reduced -3,997-4.0k
VANGUARD GROUP INC Reduced -3,672-3.7k
CITIGROUP INC Reduced -631-631
JPMORGAN CHASE & CO Reduced -112-112

Insider purchases and sales in Q1 2025

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)

BuyingSelling
10010Q2 23: 0 buyingQ2 23: 0 sellingQ3 23: 0 buyingQ3 23: 0 sellingQ3 23Q4 23: 1 buyingQ4 23: 1 sellingQ1 24: 0 buyingQ1 24: 0 sellingQ1 24Q2 24: 0 buyingQ2 24: 0 sellingQ3 24: 0 buyingQ3 24: 0 sellingQ3 24Q4 24: 1 buyingQ4 24: 0 sellingQ1 25: 8 buyingQ1 25: 0 sellingQ1 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q2 20230—0——
Q3 20230—0——
Q4 20231$127.0k1$174.4k—
Q1 20240—0——
Q2 20240—0——
Q3 20240—0——
Q4 20241$50.0k0——
Q1 20258$1.6m0——
DateInsiderTradeSharesPrice ValueTheir holding
2025-03-26 BARASCH RICHARD A Director · By LLC Bought 1,358,448 $1.04 $1.4m1.4m shares +326%
2025-03-26 Pacala Mark L Director · By LLC Bought 90,562 $1.04 $94.2k90.6k shares +67%
2025-03-26 Hively Brad Director Bought 45,280 $1.04 $47.1k45.3k shares +7%
2025-03-26 Johnson Karen Marie Director Bought 36,224 $1.04 $37.7k36.2k shares +22%
2025-03-26 Virnich Daniel Chief Executive Officer Bought 22,640 $1.04 $23.5k22.6k shares +3%
2025-03-26 Castle Jeremy Chief Operating Officer Bought 9,056 $1.04 $9.4k9.1k shares +11%
2025-03-26 Podnos Yale Chief Medical Officer Bought 9,056 $1.04 $9.4k9.1k shares +13%
2025-03-26 Carter Robert Ross Chief Financial Officer Bought 9,056 $1.04 $9.4k9.1k shares +30%

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 DEERFIELD MANAGEMENT COMPANY, L.P. 0.08% of their portfolio New York, NY 3,360,0523.4m $3.8m $3.8m 0.08% Unchanged
2 TIFF ADVISORY SERVICES, LLC 0.81% of their portfolio RADNOR, PA 2,979,1413.0m $3.4m $3.4m 0.81% Unchanged
3 Balyasny Asset Management L.P. 0.01% of their portfolio Chicago, IL 2,147,3322.1m $2.4m $2.4m 0.01% Added +421.8k +421,770
4 JOSH ARNOLD INVESTMENT CONSULTANT, LLC 1.89% of their portfolio EDINA, MN 1,988,9002.0m $2.3m $2.3m 1.89% New
5 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,750,7141.8m $2.0m $2.0m 0.00% Reduced -3.7k -3,672
6 CINCINNATI INSURANCE CO 0.02% of their portfolio FAIRFIELD, OH 1,240,7951.2m $1.4m $1.4m 0.02% Reduced -793.2k -793,250
7 FreeGulliver LLC 0.31% of their portfolio NEW ORLEANS, LA 544,361544.4k $620.6k $620.6k 0.31% Reduced -56.4k -56,386
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 385,747385.7k $439.9k $439.9k 0.00% Added +38.4k +38,400
9 Manatuck Hill Partners, LLC 0.18% of their portfolio WESTPORT, CT 350,000350.0k $399.0k $399.0k 0.18% New
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 262,350262.4k $299.1k $299.1k 0.00% Added +8.8k +8,759
11 FourWorld Capital Management LLC 0.20% of their portfolio NEW YORK, NY 257,000257.0k $293.0k $293.0k 0.20% Unchanged
12 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 247,600247.6k $282.3k $282.3k 0.00% Added +65.6k +65,600
13 QUATTRO FINANCIAL ADVISORS LLC 0.06% of their portfolio The Woodlands, TX 162,724162.7k $185.5k $185.5k 0.06% Unchanged
14 BRC Group Holdings, Inc. 0.22% of their portfolio LOS ANGELES, CA 150,000150.0k $171.0k $171.0k 0.22% New
15 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 125,141125.1k $142.7k $142.7k 0.00% Unchanged
16 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 115,140115.1k $131.3k $131.3k 0.00% New
17 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 101,300101.3k $115.5k $115.5k 0.00% Unchanged
18 Massar Capital Management, LP 0.14% of their portfolio STAMFORD, CT 100,000100.0k $114.0k $114.0k 0.14% New
19 Saba Capital Management, L.P. 0.00% of their portfolio NEW YORK, NY 94,26494.3k $107.5k $107.5k 0.00% Unchanged
20 Lee Financial Co 0.01% of their portfolio Dallas, TX 81,36281.4k $92.8k $92.8k 0.01% Unchanged
21 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 81,36281.4k $92.8k $92.8k 0.00% Unchanged
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 76,99377.0k $87.8k $87.8k 0.00% Added +12.1k +12,091
23 Fielder Capital Group LLC 0.02% of their portfolio NASHVILLE, TN 70,19270.2k $80.0k $80.0k 0.02% Unchanged
24 WealthShield Partners, LLC 0.01% of their portfolio CARY, NC 70,15470.2k $80.0k $80.0k 0.01% New
25 CITIZENS FINANCIAL GROUP INC/RI 0.00% of their portfolio PROVIDENCE, RI 62,70062.7k $71.5k $71.5k 0.00% New
26 XTX Topco Ltd 0.00% of their portfolio LONDON, X0 55,69855.7k $63.5k $63.5k 0.00% Added +18.4k +18,448
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 30,48830.5k $34.8k $34.8k 0.00% Added +96 +96
28 GSA CAPITAL PARTNERS LLP 0.00% of their portfolio LONDON, X0 28,52928.5k $33.0k $33.0k 0.00% New
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 22,38822.4k $25.5k $25.5k 0.00% New
30 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 16,65816.7k $18.0k $18.0k 0.00% New
31 Jain Global LLC 0.00% of their portfolio NEW YORK, NY 15,90015.9k $18.1k $18.1k 0.00% New
32 Hudson Bay Capital Management LP 0.00% of their portfolio STAMFORD, CT 15,20015.2k $17.3k $17.3k 0.00% New
33 TWO SIGMA SECURITIES, LLC 0.00% of their portfolio NEW YORK, NY 14,71314.7k $16.8k $16.8k 0.00% New
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 13,00013.0k $14.8k $14.8k 0.00% New
35 UBS Group AG 0.00% of their portfolio ZURICH, V8 10,07710.1k $11.5k $11.5k 0.00% Reduced -51.9k -51,884
36 AMG National Trust Bank 0.00% of their portfolio GREENWOOD VILLAGE, CO 10,00010.0k $11.4k $11.4k 0.00% Unchanged
37 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 9,5439.5k $10.9k $10.9k 0.00% Reduced -4.0k -3,997
38 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 2,9332.9k $3.3k $3.3k 0.00% Added +15 +15
39 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 1,2191.2k $1.0k $1.0k 0.00% Unchanged
40 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 200200 $228 $228 0.00% New
41 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5454 $62 $62 0.00% Reduced -112 -112
42 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 55 $6 $6 0.00% First filing
43 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 33 $3 $3 0.00% Reduced -631 -631
44 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged