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 ($12.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.83. Options: 16 managers hold calls ($90.3m notional), 15 hold puts ($39.2m).
Trends to Q2 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 |
| Q2 2024 | 262 |
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 |
| Q2 2024 | 165 | 93 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $3.8m | $1.3m | 0.34 |
| Q4 2023 | $12.4m | $4.6m | 0.38 |
| Q1 2024 | $43.9m | $19.7m | 0.45 |
| Q2 2024 | $90.3m | $39.2m | 0.43 |
Biggest buyers
| VANGUARD GROUP INC | Added | +2.8m |
| T. Rowe Price Investment Management, Inc. | Added | +2.7m |
| BlackRock Inc. | Added | +2.0m |
| Capital International Investors | New | +1.6m |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | +1.2m |
| VIKING GLOBAL INVESTORS LP | Added | +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +978.3k |
| Man Group plc | New | +937.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +934.6k |
| Point72 Asset Management, L.P. | New | +930.2k |
Biggest sellers
| MORGAN STANLEY | Reduced | -6.1m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Reduced | -2.4m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.3m |
| JPMORGAN CHASE & CO | Reduced | -979.0k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -916.1k |
| Ancient Art, L.P. | Reduced | -914.4k |
| Rock Springs Capital Management LP | Reduced | -858.5k |
| Parkman Healthcare Partners LLC | Sold out | -831.3k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Reduced | -670.3k |
| Schonfeld Strategic Advisors LLC | Reduced | -575.4k |
Biggest calls
| Caption Management, LLC | Added | $37.4m2.4m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $12.3m776.4k shares |
| JANE STREET GROUP, LLC | Added | $9.5m597.8k shares |
| CITADEL ADVISORS LLC | Added | $8.0m507.0k shares |
| GROUP ONE TRADING LLC | Added | $3.8m242.0k shares |
| WOLVERINE TRADING, LLC | New | $3.2m202.2k shares |
| SIMPLEX TRADING, LLC | Added | $3.0m192.7k shares |
| Walleye Trading LLC | Added | $3.0m187.8k shares |
| Cubist Systematic Strategies, LLC | Added | $3.0m187.6k shares |
| Walleye Capital LLC | Added | $1.9m120.9k shares |
Biggest puts
| Caption Management, LLC | Added | $9.2m583.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.1m325.2k shares |
| CITADEL ADVISORS LLC | Reduced | $4.5m284.1k shares |
| Walleye Capital LLC | Added | $3.5m221.6k shares |
| JANE STREET GROUP, LLC | Reduced | $3.2m202.8k shares |
| Walleye Trading LLC | Added | $3.1m196.4k shares |
| SIMPLEX TRADING, LLC | Added | $2.8m178.1k shares |
| IMC-Chicago, LLC | Added | $2.0m123.7k shares |
| PEAK6 Investments LLC | Added | $1.7m107.6k shares |
| WOLVERINE TRADING, LLC | New | $1.4m91.1k 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), Flynn James E (0.0%, 2025-11-13)
Insider purchases and sales in Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2024 | 0 | — | 6 | $2.9m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-06 | Blackley Richard Scott Chief Financial Officer | Sold | $587.0k30.0k shares |
| 2024-06-06 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $328.8k16.8k shares |
| 2024-06-04 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $12.8k668 shares |
| 2024-06-04 | Blackley Richard Scott Chief Financial Officer | Sold | $12.0k626 shares |
| 2024-06-04 | Wolin Steven Chief Operating Officer | Sold | $9.3k486 shares |
| 2024-06-04 | Bopitiya Ranmali EVP & Chief Legal Officer | Sold | $8.5k447 shares |
| 2024-06-04 | Baltrus Victoria Chief Accounting Officer | Sold | $3.8k199 shares |
| 2024-06-04 | Schlosser Mario President of Technology & CTO, director | Sold | $2.9k152 shares |
| 2024-06-03 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $497.2k25.6k shares |
| 2024-06-03 | Blackley Richard Scott Chief Financial Officer | Sold | $467.4k24.0k shares |
| 2024-06-03 | Wolin Steven Chief Operating Officer | Sold | $362.1k18.6k shares |
| 2024-06-03 | Bopitiya Ranmali EVP & Chief Legal Officer | Sold | $334.1k17.2k shares |
| 2024-06-03 | Baltrus Victoria Chief Accounting Officer | Sold | $149.3k7.7k shares |
| 2024-06-03 | Schlosser Mario President of Technology & CTO, director | Sold | $113.0k5.8k 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 17.4m $275.0m | Added +2.8m |
| BlackRock Inc. 0.01% of their portfolio | 14.2m $224.2m | Added +2.0m |
| Dragoneer Investment Group, LLC 3.85% of their portfolio | 12.7m $201.3m | Unchanged |
| T. Rowe Price Investment Management, Inc. 0.11% of their portfolio | 11.3m $178.5m | Added +2.7m |
| DEERFIELD MANAGEMENT COMPANY, L.P. 1.83% of their portfolio | 7.0m $110.1m | Reduced -2.4m |
| VIKING GLOBAL INVESTORS LP 0.36% of their portfolio | 5.9m $93.8m | Added +1.2m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 5.0m $78.4m | Added +978.3k |
| STATE STREET CORP 0.00% of their portfolio | 4.8m $76.6m | Added +186.9k |
| Thrive Capital Management, LLC 8.82% of their portfolio | 4.8m $75.2m | Unchanged |
| GILDER GAGNON HOWE & CO LLC 0.94% of their portfolio | 4.7m $74.9m | Added +513.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 3.9m $61.5m | Added +934.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.9m $61.5m | Added +516.9k |
| Capital World Investors 0.01% of their portfolio | 2.8m $43.5m | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 2.7m $43.4m | Reduced -979.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.7m $42.0m | Reduced -209.2k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.65% of their portfolio | 2.4m $38.0m | Reduced -670.3k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 2.3m $37.1m | Added +35.0k |
| General Catalyst Group Management, LLC 2.87% of their portfolio | 2.1m $33.3m | Unchanged |
| Assenagon Asset Management S.A. 0.08% of their portfolio | 2.0m $32.4m | Added +507.0k |
| GLYNN CAPITAL MANAGEMENT LLC 6.12% of their portfolio | 1.9m $30.3m | Unchanged |
| Rhenman & Partners Asset Management AB 2.90% of their portfolio | 1.9m $30.2m | Added +215.1k |
| First Light Asset Management, LLC 2.59% of their portfolio | 1.9m $29.5m | Reduced -236.6k |
| Iron Triangle Partners LP 3.04% of their portfolio | 1.8m $29.0m | Added +497.8k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 1.7m $26.9m | Added +147.9k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.7m $26.1m | Reduced -1.3m |
| Capital International Investors 0.01% of their portfolio | 1.6m $25.7m | New |
| MORGAN STANLEY 0.00% of their portfolio | 1.6m $25.6m | Reduced -6.1m |
| PRUDENTIAL FINANCIAL INC 0.04% of their portfolio | 1.5m $24.2m | Reduced -353.3k |
| Holocene Advisors, LP 0.10% of their portfolio | 1.4m $22.8m | Added +700.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.4m $22.0m | Added +860.2k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $21.9m | Reduced -30.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $21.0m | Added +136.1k |
| TWO SIGMA ADVISERS, LP 0.05% of their portfolio | 1.3m $20.8m | Reduced -200.1k |
| ARDSLEY ADVISORY PARTNERS LP 3.72% of their portfolio | 1.3m $20.6m | Reduced -101.9k |
| Rock Springs Capital Management LP 0.60% of their portfolio | 1.3m $19.8m | Reduced -858.5k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 1.2m $19.6m | New |
| Trexquant Investment LP 0.29% of their portfolio | 1.2m $19.2m | Added +686.4k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.2m $18.8m | Added +442.9k |
| Driehaus Capital Management LLC 0.18% of their portfolio | 1.2m $18.7m | Added +357.6k |
| Ancient Art, L.P. 4.35% of their portfolio | 1.1m $17.0m | Reduced -914.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $16.8m | Added +88.0k |
| 8 KNOTS MANAGEMENT, LLC 1.59% of their portfolio | 1.0m $16.5m | Unchanged |
| Man Group plc 0.04% of their portfolio | 937.4k $14.8m | New |
| Point72 Asset Management, L.P. 0.05% of their portfolio | 930.2k $14.7m | New |
| Invesco Ltd. 0.00% of their portfolio | 880.7k $13.9m | Added +677.2k |
| PFM Health Sciences, LP 0.74% of their portfolio | 860.8k $13.6m | Unchanged |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 842.5k $13.3m | Added +199.9k |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 822.1k $13.0m | Unchanged |
| COOKSON PEIRCE & CO INC 0.56% of their portfolio | 735.8k $11.6m | New |
| Park West Asset Management LLC 0.84% of their portfolio | 677.6k $10.7m | Reduced -65.0k |
| TD Asset Management Inc 0.01% of their portfolio | 669.7k $10.6m | Added +176.9k |
| Cubist Systematic Strategies, LLC 0.18% of their portfolio | 661.9k $10.5m | Reduced -142.8k |
| UBS Group AG 0.00% of their portfolio | 616.7k $9.8m | Reduced -26.9k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 589.7k $9.3m | New |
| Alpha Square Group S LLC 17.22% of their portfolio | 588.2k $9.3m | Reduced -30.0k |
| HENNESSY ADVISORS INC 0.34% of their portfolio | 571.9k $9.0m | New |
| Beck Bode, LLC 1.79% of their portfolio | 564.3k $8.9m | Reduced -98.5k |
| JUPITER ASSET MANAGEMENT LTD 0.08% of their portfolio | 562.0k $8.9m | Added +518.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 560.9k $8.9m | Reduced -916.1k |
| Integral Health Asset Management, LLC 0.79% of their portfolio | 500.0k $7.9m | Unchanged |
| Alphabet Inc. 0.39% of their portfolio | 482.0k $7.6m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 454.3k $7.2m | Reduced -26.1k |
| RBF Capital, LLC 0.41% of their portfolio | 449.6k $7.1m | Unchanged |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 412.3k $6.5m | Reduced -182.6k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.40% of their portfolio | 407.5k $6.4m | Added +112.5k |
| TWINBEECH CAPITAL LP 0.13% of their portfolio | 406.8k $6.4m | New |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 383.7k $6.1m | Added +233.7k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 329.1k $5.2m | Added +72.8k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 319.0k $5.0m | Added +22.0k |
| Eversept Partners, LP 0.38% of their portfolio | 310.9k $4.9m | New |
| Hillsdale Investment Management Inc. 0.37% of their portfolio | 296.6k $4.7m | Reduced -90.3k |
| Engineers Gate Manager LP 0.11% of their portfolio | 296.4k $4.7m | Added +97.5k |
| AGF MANAGEMENT LTD 0.02% of their portfolio | 282.7k $4.5m | New |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 281.8k $4.5m | Reduced -14.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 273.7k $4.3m | Added +98.6k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 270.3k $4.3m | Added +21.7k |
| Swiss National Bank 0.00% of their portfolio | 267.4k $4.2m | Added +3.6k |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 254.8k $4.0m | Added +33.5k |
| FRED ALGER MANAGEMENT, LLC 0.02% of their portfolio | 253.9k $4.0m | Reduced -66.7k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 244.0k $5.0m | New |
| Gunderson Capital Management LLC 1.65% of their portfolio | 243.4k $3.8m | Reduced -937 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 240.6k $3.8m | Reduced -71.3k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 228.5k $3.6m | Added +201.8k |
| ALGERT GLOBAL LLC 0.12% of their portfolio | 226.3k $3.6m | Added +71.7k |
| BANTAMAC CAPITAL, LLC 2.14% of their portfolio | 225.4k $3.6m | Reduced -23.4k |
| Global IMC LLC 0.75% of their portfolio | 210.1k $3.3m | New |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 202.7k $3.2m | Added +187.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 200.2k $3.2m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 194.3k $3.1m | First filing |
| SG Americas Securities, LLC 0.02% of their portfolio | 190.0k $3.0m | Added +171.0k |
| D L CARLSON INVESTMENT GROUP INC 0.58% of their portfolio | 188.3k $3.0m | New |
| 12 West Capital Management LP 0.30% of their portfolio | 186.9k $3.0m | Unchanged |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 157.0k $2.5m | Reduced -79.4k |
| Informed Momentum Co LLC 0.40% of their portfolio | 155.2k $2.5m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 155.0k $2.5m | Added +112.0k |
| BIT Capital GmbH 0.22% of their portfolio | 154.2k $2.4m | Added +7.0k |
| Graham Capital Management, L.P. 0.08% of their portfolio | 154.1k $2.4m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 152.6k $2.4m | Added +54.3k |
| Legal & General Group Plc 0.00% of their portfolio | 152.6k $2.4m | Added +12.4k |
| Moody Aldrich Partners LLC 0.47% of their portfolio | 151.2k $2.4m | New |