OSCAR HEALTH INC OSCR
CL A · Common Stock · CUSIP 687793109 · ISIN US6877931096
U.S. health insurance company
- SectorHealth care
- IndustryHospital & Medical Service Plans
- HeadquartersNew York, NY
- Founded2012
- Websitehioscar.com
- 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 ($5.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $8.06. Options: 10 managers hold calls ($6.2m notional), 7 hold puts ($1.5m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 134 |
| Q4 2022 | 134 |
| Q1 2023 | 135 |
| Q2 2023 | 163 |
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 | 71 | 57 |
| Q1 2023 | 72 | 60 |
| Q2 2023 | 102 | 50 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $2.5m | $581.0k | 0.23 |
| Q4 2022 | $1.2m | $155.7k | 0.14 |
| Q1 2023 | $4.0m | $371.3k | 0.09 |
| Q2 2023 | $6.2m | $1.5m | 0.25 |
Biggest buyers
| RENAISSANCE TECHNOLOGIES LLC | Added | +1.5m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.2m |
| BlackRock Inc. | Added | +1.2m |
| GILDER GAGNON HOWE & CO LLC | Added | +1.1m |
| Invesco Ltd. | Added | +803.0k |
| Nuveen Asset Management, LLC | Added | +652.0k |
| Watchtower Advisors, LP | New | +595.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +582.0k |
| ADVISORY RESEARCH INC | Added | +557.4k |
| Assenagon Asset Management S.A. | Added | +500.7k |
Biggest sellers
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Reduced | -5.0m |
| General Catalyst Group Management, LLC | Reduced | -3.5m |
| Balyasny Asset Management L.P. | Reduced | -1.8m |
| CITADEL ADVISORS LLC | Reduced | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.0m |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | Sold out | -900.0k |
| INDUSTRY VENTURES, L.L.C. | Reduced | -632.1k |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -544.3k |
| Point72 Asset Management, L.P. | Reduced | -469.5k |
| UBS Group AG | Reduced | -459.6k |
Biggest calls
| GROUP ONE TRADING LLC | Added | $1.9m231.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.5m184.7k shares |
| CITADEL ADVISORS LLC | Reduced | $1.2m148.4k shares |
| SIMPLEX TRADING, LLC | Added | $598.0k74.2k shares |
| JANE STREET GROUP, LLC | Added | $453.0k56.2k shares |
| WOLVERINE TRADING, LLC | New | $433.2k52.7k shares |
| Cubist Systematic Strategies, LLC | New | $88.7k11.0k shares |
| Belvedere Trading LLC | New | $70.9k8.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $0100 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $642.4k79.7k shares |
| CITADEL ADVISORS LLC | Added | $601.3k74.6k shares |
| SIMPLEX TRADING, LLC | Added | $202.0k25.1k shares |
| GROUP ONE TRADING LLC | Reduced | $54.8k6.8k shares |
| Belvedere Trading LLC | New | $24.2k3.0k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | Reduced | $0300 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Thrive Capital Partners III, L.P. 13D · may seek influence filed 2026-09-18 | 12.1% |
| BlackRock, Inc. 13G · institution filed 2025-07-17 | 6.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27), Dragoneer Investment Group, LLC (0.3%, 2026-02-17), T. Rowe Price Investment Management, Inc. (3.7%, 2025-11-14)
Insider purchases and sales in Q2 2023
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 |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 3 | $66.6k | — |
| Q1 2022 | 0 | — | 4 | $658.9k | — |
| Q2 2022 | 0 | — | 5 | $217.5k | — |
| Q3 2022 | 0 | — | 4 | $347.3k | — |
| Q4 2022 | 0 | — | 5 | $237.9k | — |
| Q1 2023 | 0 | — | 5 | $820.8k | — |
| Q2 2023 | 0 | — | 5 | $1.6m | $1.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-06 | Blackley Richard Scott Chief Transformation Officer | Sold plan | $201.0k24.0k shares |
| 2023-06-06 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold plan | $99.5k11.9k shares |
| 2023-06-02 | Sankaran Sid Interim CFO, director | Sold plan | $985.5k137.8k shares |
| 2023-06-02 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold plan | $116.7k16.3k shares |
| 2023-06-02 | Blackley Richard Scott Chief Transformation Officer | Sold plan | $105.0k14.7k shares |
| 2023-06-02 | Bopitiya Ranmali EVP & Chief Legal Officer | Sold plan | $82.9k11.6k shares |
| 2023-06-02 | Baltrus Victoria Chief Accounting Officer | Sold plan | $37.7k5.3k 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Alphabet Inc. 10.41% of their portfolio | 24.0m $193.8m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 12.4m $99.9m | Added +1.2m |
| VANGUARD GROUP INC 0.00% of their portfolio | 11.9m $96.0m | Added +161.2k |
| VK Services, LLC 10.72% of their portfolio | 11.7m $94.3m | Unchanged |
| General Catalyst Group Management, LLC 7.07% of their portfolio | 11.0m $88.4m | Reduced -3.5m |
| Dragoneer Investment Group, LLC 1.36% of their portfolio | 8.1m $65.7m | Added +383.6k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.68% of their portfolio | 5.9m $47.7m | Reduced -5.0m |
| Thrive Capital Management, LLC 11.19% of their portfolio | 4.8m $38.3m | Unchanged |
| Point72 Asset Management, L.P. 0.10% of their portfolio | 3.4m $27.5m | Reduced -469.5k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 3.3m $26.6m | Reduced -1.0m |
| STATE STREET CORP 0.00% of their portfolio | 3.2m $25.9m | Added +361.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 3.0m $23.8m | Added +1.5m |
| Capital World Investors 0.00% of their portfolio | 2.8m $22.2m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.6m $21.2m | Added +416.6k |
| GILDER GAGNON HOWE & CO LLC 0.22% of their portfolio | 2.0m $16.2m | Added +1.1m |
| GLYNN CAPITAL MANAGEMENT LLC 3.43% of their portfolio | 1.9m $15.4m | Unchanged |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 1.8m $14.6m | Added +652.0k |
| TWO SIGMA ADVISERS, LP 0.04% of their portfolio | 1.8m $14.5m | Added +60.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.8m $14.2m | Added +1.2m |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 1.5m $11.8m | Added +582.0k |
| Woodline Partners LP 0.14% of their portfolio | 1.5m $11.8m | Added +191.0k |
| Ancient Art, L.P. 2.49% of their portfolio | 1.5m $11.7m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $11.5m | Added +376.9k |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 1.1m $8.9m | Reduced -4.3k |
| INDUSTRY VENTURES, L.L.C. 11.99% of their portfolio | 1.1m $8.5m | Reduced -632.1k |
| DUMAC, INC. 27.65% of their portfolio | 1.0m $8.4m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 1.0m $8.4m | Added +803.0k |
| MORGAN STANLEY 0.00% of their portfolio | 994.3k $8.0m | Added +417.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 943.1k $7.6m | Added +88.1k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 883.0k $7.1m | Added +301.9k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 841.3k $6.8m | Added +400.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 827.3k $6.7m | Reduced -1.1m |
| UBS Group AG 0.00% of their portfolio | 806.4k $6.5m | Reduced -459.6k |
| Alpha Square Group S LLC 5.78% of their portfolio | 793.2k $6.4m | Reduced -170.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 719.4k $5.8m | Reduced -424.4k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 712.1k $5.7m | Added +500.7k |
| ACADIAN ASSET MANAGEMENT LLC 0.02% of their portfolio | 637.5k $5.1m | Reduced -43.3k |
| ADVISORY RESEARCH INC 0.64% of their portfolio | 614.6k $5.0m | Added +557.4k |
| Watchtower Advisors, LP 2.58% of their portfolio | 595.0k $4.8m | New |
| Cubist Systematic Strategies, LLC 0.05% of their portfolio | 579.0k $4.7m | Added +202.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 544.4k $4.4m | Added +168.5k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 504.3k $4.1m | Reduced -226.6k |
| Hillsdale Investment Management Inc. 0.36% of their portfolio | 483.0k $3.9m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 466.4k $3.8m | Added +312.6k |
| RBF Capital, LLC 0.23% of their portfolio | 449.6k $3.6m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 418.8k $3.4m | Added +257.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.00% of their portfolio | 405.3k $3.3m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 359.7k $2.9m | Added +339.9k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 356.6k $2.9m | New |
| PFM Health Sciences, LP 0.11% of their portfolio | 336.2k $2.7m | New |
| Informed Momentum Co LLC 0.44% of their portfolio | 297.0k $2.4m | New |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 268.7k $2.2m | Added +1.1k |
| Swiss National Bank 0.00% of their portfolio | 256.5k $2.1m | Added +159.6k |
| Numerai GP LLC 0.39% of their portfolio | 236.5k $1.9m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 234.9k $1.9m | Added +49.2k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 218.2k $1.8m | New |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 216.9k $1.7m | Reduced -1.8m |
| G2 Investment Partners Management LLC 0.42% of their portfolio | 214.4k $1.7m | New |
| Gunderson Capital Management LLC 1.02% of their portfolio | 190.7k $1.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 174.0k $1.4m | Added +99.0k |
| Trexquant Investment LP 0.03% of their portfolio | 165.4k $1.3m | New |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.05% of their portfolio | 164.6k $1.3m | Unchanged |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 155.1k $1.3m | Added +70.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 154.5k $1.2m | Added +8.2k |
| FRED ALGER MANAGEMENT, LLC 0.01% of their portfolio | 152.9k $1.2m | New |
| O'Neil Global Advisors, Inc. 0.25% of their portfolio | 152.7k $1.2m | New |
| Brookfield Corp /ON/ 0.00% of their portfolio | 143.2k $1.2m | Reduced -43.7k |
| Engineers Gate Manager LP 0.04% of their portfolio | 126.5k $1.0m | Added +39.6k |
| FMR LLC 0.00% of their portfolio | 124.2k $1.0m | Reduced -433.7k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 123.0k $991.0k | Added +87.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 118.5k $954.8k | Reduced -131.7k |
| Ratan Capital Management LP 1.12% of their portfolio | 100.0k $806.0k | New |
| Legal & General Group Plc 0.00% of their portfolio | 98.2k $791.3k | Added +73.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 84.5k $552.6k | Unchanged |
| JENNISON ASSOCIATES LLC 0.00% of their portfolio | 83.4k $671.8k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 82.2k $662.7k | Added +16.5k |
| Atom Investors LP 0.24% of their portfolio | 79.6k $641.8k | New |
| AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio | 74.5k $600.1k | Added +16.2k |
| Dynamic Technology Lab Private Ltd 0.07% of their portfolio | 72.0k $580.0k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 71.5k $576.4k | Unchanged |
| Quantbot Technologies LP 0.04% of their portfolio | 70.2k $565.9k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 68.7k $553.8k | Added +37.6k |
| New York Life Investment Management LLC 0.01% of their portfolio | 63.0k $507.9k | Reduced -10.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 62.1k $500.8k | Added +2.0k |
| Squarepoint Ops LLC 0.00% of their portfolio | 61.6k $496.5k | Added +41.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 61.3k $494.1k | Added +10.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 61.0k $491.8k | Reduced -544.3k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 57.5k $463.9k | Added +34.0k |
| ALGERT GLOBAL LLC 0.02% of their portfolio | 56.7k $457.2k | Reduced -97.0k |
| BARCLAYS PLC 0.00% of their portfolio | 52.0k $419.2k | Reduced -9.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 52.0k $419.2k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 50.6k $409.0k | Added +5.6k |
| Cambria Investment Management, L.P. 0.03% of their portfolio | 50.5k $407.2k | New |
| CITIGROUP INC 0.00% of their portfolio | 49.1k $395.6k | Added +48.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 46.4k $374.2k | Reduced -130.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 43.9k $354.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 37.2k $300.0k | Added +3.5k |
| Nebula Research & Development LLC 0.21% of their portfolio | 34.6k $278.9k | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 33.4k $269.5k | Reduced -69.9k |
| ARIZONA STATE RETIREMENT SYSTEM 0.00% of their portfolio | 33.1k $266.6k | Added +20.1k |