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 ($2.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $21.43. Options: 27 managers hold calls ($260.3m notional), 23 hold puts ($236.3m).
Trends to Q2 2025
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 |
| Q1 2025 | 295 |
| Q2 2025 | 332 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 97 | 60 |
| Q4 2023 | 104 | 86 |
| Q1 2024 | 136 | 92 |
| Q2 2024 | 165 | 93 |
| Q3 2024 | 161 | 123 |
| Q4 2024 | 142 | 148 |
| Q1 2025 | 166 | 112 |
| Q2 2025 | 210 | 141 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $94.2m | $37.8m | 0.40 |
| Q4 2024 | $78.0m | $56.2m | 0.72 |
| Q1 2025 | $69.2m | $52.3m | 0.76 |
| Q2 2025 | $260.3m | $236.3m | 0.91 |
Biggest buyers
| MORGAN STANLEY | Added | +1.7m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +1.5m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.4m |
| Jump Financial, LLC | Added | +1.3m |
| GOLDMAN SACHS GROUP INC | Added | +1.0m |
| Bienville Capital Management, LLC | New | +989.0k |
| AMERICAN CENTURY COMPANIES INC | Added | +875.4k |
| T. Rowe Price Investment Management, Inc. | Added | +825.0k |
| TWO SIGMA INVESTMENTS, LP | Added | +644.6k |
| D. E. Shaw & Co., Inc. | Added | +615.2k |
Biggest sellers
| Dragoneer Investment Group, LLC | Reduced | -5.6m |
| JPMORGAN CHASE & CO | Reduced | -3.9m |
| BIT Capital GmbH | Reduced | -3.6m |
| Ancient Art, L.P. | Sold out | -3.0m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -2.6m |
| Capital International Investors | Sold out | -2.4m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.6m |
| GILDER GAGNON HOWE & CO LLC | Reduced | -1.4m |
| Holocene Advisors, LP | Sold out | -1.3m |
| Park West Asset Management LLC | Sold out | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $58.4m2.7m shares |
| CITADEL ADVISORS LLC | Added | $41.7m1.9m shares |
| JANE STREET GROUP, LLC | Added | $32.2m1.5m shares |
| SIMPLEX TRADING, LLC | Added | $18.4m858.8k shares |
| JPMORGAN CHASE & CO | Added | $18.2m848.7k shares |
| Caption Management, LLC | Reduced | $17.6m822.7k shares |
| GROUP ONE TRADING LLC | Added | $15.1m704.7k shares |
| WOLVERINE TRADING, LLC | Added | $13.8m675.5k shares |
| IMC-Chicago, LLC | Added | $13.1m609.7k shares |
| Walleye Trading LLC | Added | $9.3m432.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $53.1m2.5m shares |
| CITADEL ADVISORS LLC | Added | $43.8m2.0m shares |
| JANE STREET GROUP, LLC | Added | $21.5m1.0m shares |
| SIMPLEX TRADING, LLC | Added | $21.5m1.0m shares |
| Iron Triangle Partners LP | New | $19.3m900.0k shares |
| Walleye Trading LLC | Added | $18.5m864.9k shares |
| GROUP ONE TRADING LLC | Added | $11.6m539.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $8.8m408.5k shares |
| Caption Management, LLC | Reduced | $8.6m400.5k shares |
| IMC-Chicago, LLC | Added | $8.1m375.5k 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 1 | $410.8k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-05-12 | Robinson Elbert O. Jr. Director | Sold | $410.8k25.0k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 19.7m $423.2m | Added +38.8k |
| BlackRock, Inc. 0.01% of their portfolio | 15.8m $337.9m | Reduced -827.8k |
| T. Rowe Price Investment Management, Inc. 0.17% of their portfolio | 12.7m $271.2m | Added +825.0k |
| DEERFIELD MANAGEMENT COMPANY, L.P. 4.53% of their portfolio | 11.6m $249.8m | Reduced -191.2k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 9.9m $212.8m | Reduced -3.9m |
| Thrive Capital Management, LLC 57.61% of their portfolio | 6.3m $136.0m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 5.4m $115.8m | Reduced -383.6k |
| GILDER GAGNON HOWE & CO LLC 1.12% of their portfolio | 4.9m $105.3m | Reduced -1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.5m $96.6m | Reduced -178.3k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.7m $79.0m | Added +115.9k |
| Capital World Investors 0.01% of their portfolio | 3.6m $77.7m | Unchanged |
| GLYNN CAPITAL MANAGEMENT LLC 14.51% of their portfolio | 3.0m $64.5m | Reduced -105.4k |
| HENNESSY ADVISORS INC 2.05% of their portfolio | 2.9m $61.6m | Reduced -934.5k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 2.8m $60.1m | Added +875.4k |
| MORGAN STANLEY 0.00% of their portfolio | 2.7m $58.6m | Added +1.7m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 2.2m $47.0m | Added +1.4m |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 2.1m $45.4m | Added +1.0m |
| General Catalyst Group Management, LLC 1.05% of their portfolio | 2.1m $45.2m | Unchanged |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 2.0m $43.0m | Added +527.6k |
| Nuveen, LLC 0.01% of their portfolio | 1.8m $38.9m | Reduced -449.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.8m $37.8m | Reduced -157.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.6m $35.2m | Reduced -2.2k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 0.14% of their portfolio | 1.5m $31.6m | Added +1.5m |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.5m $31.4m | Added +512.1k |
| Clearbridge Investments, LLC 0.03% of their portfolio | 1.4m $31.1m | Reduced -8.6k |
| Jump Financial, LLC 0.38% of their portfolio | 1.4m $30.9m | Added +1.3m |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 1.4m $29.3m | Added +644.6k |
| Dragoneer Investment Group, LLC 0.59% of their portfolio | 1.3m $28.9m | Reduced -5.6m |
| Bienville Capital Management, LLC 4.18% of their portfolio | 989.0k $21.2m | New |
| UBS Group AG 0.00% of their portfolio | 985.6k $21.1m | Reduced -80.0k |
| BIT Capital GmbH 1.34% of their portfolio | 961.1k $20.6m | Reduced -3.6m |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 910.7k $19.5m | Added +615.2k |
| Connor, Clark & Lunn Investment Management Ltd. 0.07% of their portfolio | 884.3k $19.0m | Added +382.3k |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ 0.95% of their portfolio | 881.9k $18.9m | Reduced -1.2m |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 869.7k $18.6m | Reduced -433.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 823.8k $17.7m | Added +270.5k |
| BAILLIE GIFFORD & CO 0.01% of their portfolio | 822.1k $17.6m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 812.2k $17.4m | Reduced -219.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 794.4k $17.0m | Added +508.4k |
| PFM Health Sciences, LP 1.37% of their portfolio | 735.0k $15.8m | Reduced -125.8k |
| Rock Springs Capital Management LP 0.94% of their portfolio | 700.0k $15.0m | Reduced -350.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 680.4k $14.6m | Reduced -2.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 635.7k $13.6m | Added +165.1k |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 599.5k $12.9m | Added +584.4k |
| TUDOR INVESTMENT CORP ET AL 0.10% of their portfolio | 595.9k $12.8m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 589.0k $12.6m | Added +91.8k |
| OBERWEIS ASSET MANAGEMENT INC/ 0.54% of their portfolio | 578.4k $12.4m | Added +10.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 576.2k $12.4m | Reduced -1.6m |
| HRT FINANCIAL LP 0.06% of their portfolio | 542.5k $11.6m | Added +509.1k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 516.1k $11.1m | Added +111.3k |
| Sessa Capital IM, L.P. 0.33% of their portfolio | 500.0k $10.7m | New |
| Quadrature Capital Ltd 0.18% of their portfolio | 499.8k $10.7m | Added +475.7k |
| Alphabet Inc. 0.48% of their portfolio | 482.0k $10.3m | Unchanged |
| Brevan Howard Capital Management LP 0.11% of their portfolio | 465.2k $10.0m | Added +419.9k |
| Fiduciary Alliance LLC 0.73% of their portfolio | 453.6k $9.7m | Added +441.2k |
| RBF Capital, LLC 0.48% of their portfolio | 449.6k $9.6m | Unchanged |
| PDT Partners, LLC 0.51% of their portfolio | 424.6k $9.1m | Added +130.9k |
| FMR LLC 0.00% of their portfolio | 399.9k $8.6m | Added +122.1k |
| Verition Fund Management LLC 0.05% of their portfolio | 395.5k $8.5m | Added +361.3k |
| BCS Private Wealth Management, Inc. 3.02% of their portfolio | 374.6k $8.0m | First filing |
| FRED ALGER MANAGEMENT, LLC 0.04% of their portfolio | 372.3k $8.0m | Reduced -202.2k |
| BARCLAYS PLC 0.00% of their portfolio | 369.2k $7.9m | Added +96.2k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 356.8k $7.6m | Added +118.6k |
| IMC-Chicago, LLC 0.19% of their portfolio | 348.7k $7.5m | Added +192.3k |
| TD Asset Management Inc 0.01% of their portfolio | 332.5k $7.1m | Reduced -340.7k |
| Swiss National Bank 0.00% of their portfolio | 328.2k $7.0m | Unchanged |
| Rhenman & Partners Asset Management AB 0.85% of their portfolio | 312.1k $6.7m | Reduced -710.7k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 298.6k $6.4m | Reduced -19.9k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 292.3k $6.3m | Added +18.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 283.3k $6.1m | Reduced -4.2k |
| Skandinaviska Enskilda Banken AB (publ) 0.03% of their portfolio | 281.5k $6.0m | Added +103.5k |
| GROUP ONE TRADING LLC 0.20% of their portfolio | 281.4k $6.0m | Added +177.5k |
| General Equity Holdings LP 4.38% of their portfolio | 270.0k $5.8m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 252.8k $5.4m | Added +7.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 240.7k $5.2m | Reduced -2.6k |
| Walleye Trading LLC 0.12% of their portfolio | 237.6k $5.1m | Added +24.3k |
| Trexquant Investment LP 0.06% of their portfolio | 235.1k $5.0m | Reduced -442.7k |
| Y-Intercept (Hong Kong) Ltd 0.12% of their portfolio | 234.2k $5.0m | New |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.02% of their portfolio | 231.7k $5.0m | Added +27.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 226.7k $4.9m | Added +48.2k |
| Lane Generational LLC 4.48% of their portfolio | 223.9k $4.8m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 217.9k $4.7m | Added +145.6k |
| MAVERICK CAPITAL LTD 0.07% of their portfolio | 213.1k $4.6m | New |
| Halter Ferguson Financial Inc. 1.68% of their portfolio | 212.1k $4.5m | New |
| SIMPLEX TRADING, LLC 0.12% of their portfolio | 210.8k $4.5m | New |
| Legal & General Group Plc 0.00% of their portfolio | 204.3k $4.4m | Added +12.3k |
| SkyView Investment Advisors, LLC 0.56% of their portfolio | 190.5k $3.9m | Added +2.2k |
| Graham Capital Management, L.P. 0.12% of their portfolio | 190.3k $4.1m | Reduced -4.6k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 190.1k $4.1m | Reduced -13.1k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 187.0k $4.0m | Added +138.5k |
| 12 West Capital Management LP 0.42% of their portfolio | 186.9k $4.0m | Unchanged |
| NewEdge Advisors, LLC 0.02% of their portfolio | 184.4k $4.0m | Reduced -3.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 183.4k $3.9m | Reduced -32.3k |
| Lingotto Investment Management LLP 0.08% of their portfolio | 180.0k $3.9m | Reduced -199.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 179.2k $3.8m | Added +25.0k |
| LPL Financial LLC 0.00% of their portfolio | 178.8k $3.8m | Added +163.9k |
| IVY LANE CAPITAL MANAGEMENT, LLC 2.07% of their portfolio | 175.0k $3.8m | Added +50.0k |
| Venture Visionary Partners LLC 0.13% of their portfolio | 164.2k $3.5m | New |
| CITIGROUP INC 0.00% of their portfolio | 158.9k $3.4m | Added +116 |
| Fortis Group Advisors, LLC 0.40% of their portfolio | 156.6k $2.2m | New |