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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.45. Options: 20 managers hold calls ($78.0m notional), 18 hold puts ($56.2m).
Trends to Q4 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 |
| Q3 2024 | 285 |
| Q4 2024 | 264 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 72 | 60 |
| Q2 2023 | 102 | 50 |
| Q3 2023 | 97 | 60 |
| Q4 2023 | 104 | 86 |
| Q1 2024 | 136 | 92 |
| Q2 2024 | 165 | 93 |
| Q3 2024 | 161 | 123 |
| Q4 2024 | 142 | 148 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $43.9m | $19.7m | 0.45 |
| Q2 2024 | $90.3m | $39.2m | 0.43 |
| Q3 2024 | $94.2m | $37.8m | 0.40 |
| Q4 2024 | $78.0m | $56.2m | 0.72 |
Biggest buyers
| JPMORGAN CHASE & CO | Added | +5.7m |
| BIT Capital GmbH | Added | +4.4m |
| DEERFIELD MANAGEMENT COMPANY, L.P. | Added | +4.0m |
| HENNESSY ADVISORS INC | Added | +3.5m |
| GILDER GAGNON HOWE & CO LLC | Added | +2.2m |
| Thrive Capital Management, LLC | Added | +1.6m |
| Clearbridge Investments, LLC | New | +1.4m |
| Man Group plc | Added | +1.4m |
| Ancient Art, L.P. | Added | +1.2m |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | Added | +1.1m |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -4.0m |
| VIKING GLOBAL INVESTORS LP | Reduced | -3.1m |
| Iron Triangle Partners LP | Sold out | -1.6m |
| Driehaus Capital Management LLC | Sold out | -1.4m |
| First Light Asset Management, LLC | Reduced | -1.2m |
| Point72 Asset Management, L.P. | Sold out | -1.2m |
| TWO SIGMA ADVISERS, LP | Reduced | -1.0m |
| Cubist Systematic Strategies, LLC | Sold out | -999.8k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -886.4k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -818.3k |
Biggest calls
| Caption Management, LLC | Added | $15.8m1.2m shares |
| JANE STREET GROUP, LLC | Added | $12.0m891.6k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $10.8m802.5k shares |
| SIMPLEX TRADING, LLC | Added | $8.2m609.8k shares |
| CITADEL ADVISORS LLC | Added | $6.0m445.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $5.2m386.0k shares |
| GROUP ONE TRADING LLC | Added | $5.2m385.2k shares |
| WOLVERINE TRADING, LLC | Added | $3.4m247.0k shares |
| IMC-Chicago, LLC | Added | $3.0m221.5k shares |
| CAPITAL FUND MANAGEMENT S.A. | Reduced | $1.9m144.6k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $19.0m1.4m shares |
| Caption Management, LLC | Added | $6.6m491.9k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $5.7m425.3k shares |
| Walleye Capital LLC | Added | $5.6m413.1k shares |
| JANE STREET GROUP, LLC | Added | $4.4m327.8k shares |
| Walleye Trading LLC | Reduced | $4.3m322.2k shares |
| ROYAL BANK OF CANADA | New | $2.4m180.0k shares |
| IMC-Chicago, LLC | Added | $1.7m128.1k shares |
| GROUP ONE TRADING LLC | Added | $1.4m101.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m98.1k 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)
Insider purchases and sales in Q4 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2024 | 0 | — | 6 | $7.6m | — |
| Q4 2024 | 2 | $23.1m | 7 | $3.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-06 | Blackley Richard Scott Chief Financial Officer | Sold | $483.7k29.9k shares |
| 2024-12-06 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $271.3k16.8k shares |
| 2024-12-02 | Quane Alessandrea C. EVP, Chief Insurance Officer | Sold | $486.2k26.9k shares |
| 2024-12-02 | Blackley Richard Scott Chief Financial Officer | Sold | $457.0k25.3k shares |
| 2024-12-02 | Wolin Steven Chief Operating Officer | Sold | $354.0k19.6k shares |
| 2024-12-02 | Bopitiya Ranmali EVP & Chief Legal Officer | Sold | $346.3k19.2k shares |
| 2024-12-02 | Baltrus Victoria Chief Accounting Officer | Sold | $146.0k8.1k shares |
| 2024-12-02 | Schlosser Mario President of Technology & CTO, director | Sold | $117.8k6.5k shares |
| 2024-11-21 | Kushner Joshua Co-Founder and Vice Chairman, director · See footnote | Bought | $1.7m100.0k shares |
| 2024-11-21 | Thrive Capital Partners VII Growth, L.P. +3 Director · See footnote | Bought | $1.7m100.0k shares |
| 2024-11-20 | Kushner Joshua Co-Founder and Vice Chairman, director · See footnote | Bought | $1.5m88.4k shares |
| 2024-11-20 | Thrive Capital Partners VII Growth, L.P. +3 Director · See footnote | Bought | $1.5m88.4k shares |
| 2024-11-20 | Robinson Elbert O. Jr. Director | Sold | $426.2k25.0k shares |
| 2024-11-14 | Kushner Joshua Co-Founder and Vice Chairman, director · See footnote | Bought | $5.4m344.5k shares |
| 2024-11-14 | Thrive Capital Partners VII Growth, L.P. +3 Director · See footnote | Bought | $5.4m344.5k shares |
| 2024-11-13 | Thrive Capital Partners VII Growth, L.P. +3 Director · See footnote | Bought | $4.9m358.6k shares |
| 2024-11-13 | Kushner Joshua Co-Founder and Vice Chairman, director · See footnote | Bought | $4.9m358.6k shares |
| 2024-11-12 | Thrive Capital Partners VII Growth, L.P. +3 Director · See footnote | Bought | $5.8m420.8k shares |
| 2024-11-12 | Kushner Joshua Co-Founder and Vice Chairman, director · See footnote | Bought | $5.8m420.8k shares |
| 2024-11-11 | Thrive Capital Partners VII Growth, L.P. +3 Director · See footnote | Bought | $3.7m276.0k shares |
| 2024-11-11 | Kushner Joshua Co-Founder and Vice Chairman, director · See footnote | Bought | $3.7m276.0k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 19.0m $255.3m | Added +586.6k |
| BlackRock, Inc. 0.00% of their portfolio | 16.2m $218.0m | Added +753.2k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 3.03% of their portfolio | 11.8m $159.1m | Added +4.0m |
| T. Rowe Price Investment Management, Inc. 0.09% of their portfolio | 11.4m $152.7m | Reduced -302.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 10.4m $139.2m | Added +5.7m |
| Dragoneer Investment Group, LLC 2.23% of their portfolio | 9.5m $127.5m | Unchanged |
| Thrive Capital Management, LLC 14.58% of their portfolio | 6.3m $85.3m | Added +1.6m |
| GILDER GAGNON HOWE & CO LLC 0.92% of their portfolio | 6.3m $85.2m | Added +2.2m |
| STATE STREET CORP 0.00% of their portfolio | 5.9m $79.5m | Added +783.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 4.7m $63.8m | Reduced -643.2k |
| BIT Capital GmbH 5.26% of their portfolio | 4.5m $60.1m | Added +4.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.5m $60.1m | Added +128.5k |
| HENNESSY ADVISORS INC 1.67% of their portfolio | 4.2m $56.3m | Added +3.5m |
| Capital World Investors 0.01% of their portfolio | 3.6m $48.7m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 3.4m $46.4m | Added +313.2k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 1.99% of their portfolio | 3.1m $42.1m | Added +1.1m |
| VIKING GLOBAL INVESTORS LP 0.13% of their portfolio | 3.1m $41.3m | Reduced -3.1m |
| Ancient Art, L.P. 8.44% of their portfolio | 3.0m $39.7m | Added +1.2m |
| GLYNN CAPITAL MANAGEMENT LLC 8.66% of their portfolio | 2.7m $36.7m | Added +817.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 2.7m $36.0m | Reduced -886.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 2.4m $31.7m | Added +23.2k |
| General Catalyst Group Management, LLC 2.48% of their portfolio | 2.1m $28.3m | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 2.0m $27.0m | Added +534.3k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.12% of their portfolio | 2.0m $26.9m | Added +704.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.9m $26.2m | Added +174.1k |
| Man Group plc 0.07% of their portfolio | 1.8m $24.4m | Added +1.4m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.08% of their portfolio | 1.7m $23.4m | Added +477.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.7m $22.2m | Added +54.7k |
| Capital International Investors 0.00% of their portfolio | 1.6m $21.8m | Unchanged |
| Clearbridge Investments, LLC 0.02% of their portfolio | 1.4m $19.1m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 1.4m $18.5m | Reduced -103.2k |
| Rhenman & Partners Asset Management AB 1.88% of their portfolio | 1.4m $18.3m | Reduced -8.7k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 1.3m $17.3m | Added +835.1k |
| UBS Group AG 0.00% of their portfolio | 1.2m $16.1m | Added +447.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.2m $15.8m | Added +255.5k |
| MORGAN STANLEY 0.00% of their portfolio | 1.2m $15.7m | Reduced -375.8k |
| JUPITER ASSET MANAGEMENT LTD 0.15% of their portfolio | 1.2m $15.5m | Added +313.8k |
| Holocene Advisors, LP 0.05% of their portfolio | 1.1m $15.1m | Added +398.3k |
| ARDSLEY ADVISORY PARTNERS LP 2.93% of their portfolio | 1.1m $15.1m | Added +22.4k |
| Rock Springs Capital Management LP 0.54% of their portfolio | 1.1m $14.1m | Added +38.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 976.6k $13.1m | Added +945.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 958.2k $12.9m | Added +801.2k |
| Park West Asset Management LLC 1.03% of their portfolio | 925.0k $12.4m | Added +602.6k |
| PFM Health Sciences, LP 0.88% of their portfolio | 860.8k $11.6m | Unchanged |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 822.1k $11.0m | Unchanged |
| TD Asset Management Inc 0.01% of their portfolio | 722.4k $9.7m | Added +4.9k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 707.5k $9.5m | Reduced -818.3k |
| Integral Health Asset Management, LLC 0.83% of their portfolio | 700.0k $9.4m | New |
| Amundi 0.00% of their portfolio | 690.7k $10.6m | Added +482.8k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 680.7k $9.1m | Reduced -613.6k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.38% of their portfolio | 593.9k $8.0m | Added +17.0k |
| Aspen Grove Capital, LLC 1.64% of their portfolio | 577.0k $7.8m | New |
| FMR LLC 0.00% of their portfolio | 566.1k $7.6m | Added +457.1k |
| Jump Financial, LLC 0.16% of their portfolio | 562.4k $7.6m | Added +205.0k |
| First Light Asset Management, LLC 0.70% of their portfolio | 546.8k $7.3m | Reduced -1.2m |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 492.0k $6.6m | First filing |
| Alphabet Inc. 0.38% of their portfolio | 482.0k $6.5m | Unchanged |
| RBF Capital, LLC 0.31% of their portfolio | 449.6k $6.0m | Unchanged |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 432.7k $5.8m | Reduced -541.1k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 428.6k $5.8m | Reduced -4.0m |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 422.0k $5.7m | New |
| BARCLAYS PLC 0.00% of their portfolio | 361.1k $4.9m | Added +35.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 355.8k $4.8m | Added +2.8k |
| GDS Wealth Management 0.42% of their portfolio | 345.8k $4.6m | Added +324.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 338.4k $4.5m | Reduced -15.1k |
| Swiss National Bank 0.00% of their portfolio | 324.8k $4.4m | Added +9.9k |
| Atika Capital Management LLC 0.56% of their portfolio | 322.3k $4.3m | Reduced -10.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 290.2k $3.9m | Reduced -265.0k |
| AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 289.2k $3.9m | Added +125.0k |
| Trexquant Investment LP 0.04% of their portfolio | 279.9k $3.8m | Reduced -378.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 278.6k $3.7m | Reduced -168.1k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 271.2k $3.6m | Added +6.5k |
| General Equity Holdings LP 2.85% of their portfolio | 270.0k $3.6m | Added +40.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 259.9k $3.5m | Added +96.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 246.0k $3.3m | Added +216.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 243.2k $3.3m | Added +2.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 231.1k $3.1m | Added +172.7k |
| BANTAMAC CAPITAL, LLC 1.33% of their portfolio | 219.7k $3.0m | Reduced -42.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 216.8k $2.9m | Added +84.0k |
| Invesco Ltd. 0.00% of their portfolio | 214.0k $2.9m | Reduced -597.5k |
| Walleye Capital LLC 0.03% of their portfolio | 212.5k $2.9m | Added +168.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 207.4k $2.8m | Added +162.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 206.8k $2.8m | Reduced -2.2k |
| Squarepoint Ops LLC 0.01% of their portfolio | 206.1k $2.8m | Added +144.7k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 205.9k $2.8m | Reduced -26.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 204.6k $2.7m | Reduced -126.1k |
| Scion Asset Management, LLC 3.47% of their portfolio | 200.0k $2.7m | New |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 195.0k $2.6m | Reduced -42.6k |
| DNB Asset Management AS 0.01% of their portfolio | 194.8k $2.6m | New |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 190.2k $2.6m | New |
| Legal & General Group Plc 0.00% of their portfolio | 189.6k $2.5m | Added +6.9k |
| Lingotto Investment Management LLP 0.07% of their portfolio | 189.2k $2.5m | New |
| 12 West Capital Management LP 0.26% of their portfolio | 186.9k $2.5m | Unchanged |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 176.3k $2.4m | Reduced -193.4k |
| SkyView Investment Advisors, LLC 0.37% of their portfolio | 173.9k $2.3m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 172.1k $2.3m | Added +58.3k |
| TWO SIGMA ADVISERS, LP 0.01% of their portfolio | 168.7k $2.3m | Reduced -1.0m |
| CITIGROUP INC 0.00% of their portfolio | 168.0k $2.3m | Added +21.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 157.1k $2.1m | Added +122.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 156.9k $2.1m | Added +1.8k |