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 ($6.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.87. Options: 14 managers hold calls ($43.9m notional), 14 hold puts ($19.7m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 134 |
| Q4 2022 | 134 |
| Q1 2023 | 135 |
| Q2 2023 | 163 |
| Q3 2023 | 178 |
| Q4 2023 | 190 |
| Q1 2024 | 221 |
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 |
| Q3 2023 | 97 | 60 |
| Q4 2023 | 104 | 86 |
| Q1 2024 | 136 | 92 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $6.2m | $1.5m | 0.25 |
| Q3 2023 | $3.8m | $1.3m | 0.34 |
| Q4 2023 | $12.4m | $4.6m | 0.38 |
| Q1 2024 | $43.9m | $19.7m | 0.45 |
Biggest buyers
| T. Rowe Price Investment Management, Inc. | New | +8.5m |
| VIKING GLOBAL INVESTORS LP | New | +4.7m |
| MORGAN STANLEY | Added | +4.2m |
| JPMORGAN CHASE & CO | Added | +2.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +2.4m |
| PRUDENTIAL FINANCIAL INC | Added | +1.6m |
| GILDER GAGNON HOWE & CO LLC | Added | +1.4m |
| Rock Springs Capital Management LP | Added | +1.4m |
| STATE STREET CORP | Added | +1.2m |
| First Light Asset Management, LLC | Added | +1.1m |
Biggest sellers
| VK Services, LLC | Sold out | -6.8m |
| Formation8 GP, LLC | Sold out | -5.2m |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Reduced | -2.6m |
| BlackRock Inc. | Reduced | -2.2m |
| CITADEL ADVISORS LLC | Reduced | -2.1m |
| Point72 Asset Management, L.P. | Sold out | -2.0m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Reduced | -1.9m |
| Ancient Art, L.P. | Reduced | -1.7m |
| Alphabet Inc. | Reduced | -1.1m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -886.1k |
Biggest calls
| Caption Management, LLC | Added | $14.9m1.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.5m573.7k shares |
| CITADEL ADVISORS LLC | Added | $6.4m428.7k shares |
| JANE STREET GROUP, LLC | Added | $4.6m306.6k shares |
| GROUP ONE TRADING LLC | Added | $3.2m216.0k shares |
| Cubist Systematic Strategies, LLC | Added | $2.2m145.1k shares |
| SIMPLEX TRADING, LLC | Added | $1.8m119.4k shares |
| PEAK6 Investments LLC | New | $1.1m76.5k shares |
| IMC-Chicago, LLC | New | $579.9k39.0k shares |
| SYMMETRY PEAK MANAGEMENT LLC | New | $232.0k15.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.4m294.2k shares |
| Caption Management, LLC | Reduced | $3.5m233.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.4m230.4k shares |
| JANE STREET GROUP, LLC | Added | $3.1m205.5k shares |
| PEAK6 Investments LLC | New | $1.3m86.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.2m83.2k shares |
| GROUP ONE TRADING LLC | Added | $1.1m70.9k shares |
| IMC-Chicago, LLC | New | $826.8k55.6k shares |
| Cubist Systematic Strategies, LLC | New | $498.1k33.5k shares |
| Walleye Capital LLC | Added | $264.7k17.8k 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)
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 | — | 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 |
| Q3 2023 | 0 | — | 6 | $3.2m | $1.5m |
| Q4 2023 | 0 | — | 5 | $3.7m | $2.8m |
| Q1 2024 | 0 | — | 4 | $3.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-06 | Blackley Richard Scott Chief Financial Officer | Sold | $381.8k27.0k shares |
| 2024-03-06 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $186.8k13.2k shares |
| 2024-03-04 | Baltrus Victoria Chief Accounting Officer | Sold | $535.3k33.7k shares |
| 2024-03-04 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $252.9k15.9k shares |
| 2024-03-04 | Blackley Richard Scott Chief Financial Officer | Sold | $227.8k14.3k shares |
| 2024-03-04 | Bopitiya Ranmali EVP & Chief Legal Officer | Sold | $181.4k11.4k shares |
| 2024-02-16 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $991.1k55.0k shares |
| 2024-02-16 | Bopitiya Ranmali EVP & Chief Legal Officer | Sold | $772.9k42.9k 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 |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 14.6m $216.8m | Added +337.9k |
| Dragoneer Investment Group, LLC 4.38% of their portfolio | 12.7m $189.2m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 12.2m $181.3m | Reduced -2.2m |
| DEERFIELD MANAGEMENT COMPANY, L.P. 2.42% of their portfolio | 9.4m $139.4m | Reduced -1.9m |
| T. Rowe Price Investment Management, Inc. 0.08% of their portfolio | 8.5m $127.0m | New |
| MORGAN STANLEY 0.00% of their portfolio | 7.7m $114.6m | Added +4.2m |
| Thrive Capital Management, LLC 10.03% of their portfolio | 4.8m $70.7m | Unchanged |
| VIKING GLOBAL INVESTORS LP 0.26% of their portfolio | 4.7m $70.4m | New |
| STATE STREET CORP 0.00% of their portfolio | 4.7m $69.2m | Added +1.2m |
| GILDER GAGNON HOWE & CO LLC 0.78% of their portfolio | 4.2m $62.8m | Added +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 4.0m $59.2m | Added +2.4m |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.7m $55.3m | Added +2.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.4m $50.1m | Added +160.0k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.75% of their portfolio | 3.1m $45.7m | Reduced -2.6m |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 3.0m $44.3m | Reduced -886.1k |
| RENAISSANCE TECHNOLOGIES LLC 0.07% of their portfolio | 3.0m $43.9m | Added +106.5k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.9m $42.6m | Reduced -300.1k |
| Capital World Investors 0.01% of their portfolio | 2.8m $40.9m | Unchanged |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 2.3m $34.3m | Added +5.8k |
| Rock Springs Capital Management LP 0.80% of their portfolio | 2.1m $31.4m | Added +1.4m |
| General Catalyst Group Management, LLC 2.41% of their portfolio | 2.1m $31.3m | Unchanged |
| First Light Asset Management, LLC 2.39% of their portfolio | 2.1m $31.3m | Added +1.1m |
| Ancient Art, L.P. 5.97% of their portfolio | 2.0m $29.6m | Reduced -1.7m |
| GLYNN CAPITAL MANAGEMENT LLC 5.34% of their portfolio | 1.9m $28.5m | Unchanged |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 1.9m $28.0m | Added +1.6m |
| Rhenman & Partners Asset Management AB 2.38% of their portfolio | 1.7m $25.2m | Added +499.5k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 1.6m $23.1m | Reduced -214.8k |
| Assenagon Asset Management S.A. 0.06% of their portfolio | 1.5m $22.9m | Added +806.8k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 1.5m $22.5m | Reduced -326.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio | 1.5m $22.0m | Added +958.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $21.0m | Reduced -25.0k |
| ARDSLEY ADVISORY PARTNERS LP 2.95% of their portfolio | 1.4m $20.6m | Added +50.4k |
| Iron Triangle Partners LP 2.05% of their portfolio | 1.3m $19.8m | Reduced -718.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.2m $17.8m | Added +33.4k |
| 8 KNOTS MANAGEMENT, LLC 1.59% of their portfolio | 1.0m $16.5m | Added +795.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 975.0k $14.5m | Added +554.7k |
| PFM Health Sciences, LP 0.64% of their portfolio | 860.8k $12.8m | Added +524.7k |
| Parkman Healthcare Partners LLC 1.52% of their portfolio | 831.3k $12.4m | New |
| Driehaus Capital Management LLC 0.12% of their portfolio | 825.2k $12.3m | New |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 822.1k $12.2m | Unchanged |
| Cubist Systematic Strategies, LLC 0.14% of their portfolio | 804.7k $12.0m | Added +150.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 748.6k $11.1m | Reduced -2.1m |
| Park West Asset Management LLC 0.83% of their portfolio | 742.6k $11.0m | Added +68.5k |
| Holocene Advisors, LP 0.04% of their portfolio | 738.8k $11.0m | New |
| Beck Bode, LLC 2.01% of their portfolio | 662.8k $9.9m | New |
| UBS Group AG 0.00% of their portfolio | 643.6k $9.6m | Reduced -505.1k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 642.6k $9.6m | Added +541.7k |
| Schonfeld Strategic Advisors LLC 0.07% of their portfolio | 625.1k $9.3m | New |
| Alpha Square Group S LLC 17.19% of their portfolio | 618.2k $9.2m | Added +25.0k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 594.9k $8.8m | Added +160.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 532.8k $7.9m | Reduced -104.3k |
| Trexquant Investment LP 0.16% of their portfolio | 529.5k $7.9m | New |
| Integral Health Asset Management, LLC 0.73% of their portfolio | 500.0k $7.4m | New |
| TD Asset Management Inc 0.01% of their portfolio | 492.8k $7.3m | Added +297.2k |
| Alphabet Inc. 0.29% of their portfolio | 482.0k $7.2m | Reduced -1.1m |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 480.4k $7.1m | Added +154.0k |
| RBF Capital, LLC 0.38% of their portfolio | 449.6k $6.7m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 400.2k $6.0m | New |
| Hillsdale Investment Management Inc. 0.46% of their portfolio | 386.9k $5.8m | Reduced -162.1k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 378.4k $5.6m | New |
| FRED ALGER MANAGEMENT, LLC 0.02% of their portfolio | 320.6k $4.8m | Added +131.2k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 311.8k $4.6m | Added +154.4k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 307.0k $4.6m | Reduced -276.6k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 297.0k $4.4m | Added +181.0k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 295.9k $4.4m | Added +188 |
| OBERWEIS ASSET MANAGEMENT INC/ 0.32% of their portfolio | 295.0k $4.4m | New |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 276.9k $4.1m | New |
| Swiss National Bank 0.00% of their portfolio | 263.8k $3.9m | Added +6.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 256.4k $3.8m | Added +78.5k |
| Atika Capital Management LLC 0.42% of their portfolio | 254.2k $3.8m | New |
| BANTAMAC CAPITAL, LLC 2.11% of their portfolio | 248.8k $3.7m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 248.6k $3.7m | Added +6.8k |
| Gunderson Capital Management LLC 1.69% of their portfolio | 244.3k $3.6m | Added +66.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 236.4k $3.5m | New |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 221.3k $3.3m | Reduced -648 |
| Invesco Ltd. 0.00% of their portfolio | 203.6k $3.0m | Reduced -329.3k |
| Engineers Gate Manager LP 0.08% of their portfolio | 198.9k $3.0m | Reduced -88.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 189.4k $2.8m | Reduced -86.6k |
| 12 West Capital Management LP 0.25% of their portfolio | 186.9k $2.8m | New |
| SEVEN EIGHT CAPITAL, LP 0.28% of their portfolio | 180.8k $2.7m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 175.1k $2.6m | Added +30.8k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 166.5k $2.5m | New |
| ALGERT GLOBAL LLC 0.09% of their portfolio | 154.6k $2.3m | Added +22.6k |
| BARCLAYS PLC 0.00% of their portfolio | 153.9k $2.3m | Reduced -183.7k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.01% of their portfolio | 150.0k $2.2m | New |
| Concentric Capital Strategies, LP 0.14% of their portfolio | 149.1k $2.2m | New |
| BIT Capital GmbH 0.19% of their portfolio | 147.2k $2.2m | New |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 142.2k $2.1m | Added +1.5k |
| Legal & General Group Plc 0.00% of their portfolio | 140.3k $2.1m | Added +26.2k |
| Cinctive Capital Management LP 0.11% of their portfolio | 140.2k $2.1m | Reduced -3.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 136.3k $2.0m | Reduced -6.1k |
| ClariVest Asset Management LLC 0.21% of their portfolio | 133.7k $2.0m | Reduced -74.5k |
| FMR LLC 0.00% of their portfolio | 128.5k $1.9m | Reduced -128.7k |
| Squarepoint Ops LLC 0.01% of their portfolio | 110.7k $1.6m | Reduced -22.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 98.3k $1.5m | Added +62.5k |
| KETTLE HILL CAPITAL MANAGEMENT, LLC 0.32% of their portfolio | 88.5k $1.3m | Reduced -3.2k |
| Quadrature Capital Ltd 0.02% of their portfolio | 88.2k $1.3m | New |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.01% of their portfolio | 84.2k $1.3m | Added +39.8k |
| Nebula Research & Development LLC 0.27% of their portfolio | 83.9k $1.2m | Added +73.0k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 82.2k $1.2m | Unchanged |