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Oak Street Health, Inc.

OSHDelisted May 2, 2023
Industry
Services-Health Services
SEC CIK
0001564406

Oak Street Health, Inc. was delisted on May 2, 2023; its insiders filed their last Form 4 on May 4, 2023; 273 institutions reported holding it in 13F filings for Q1 2023, worth $8.37B in total; no superinvestor held it.

13F holders, Q3 2021

Institutional positions in Oak Street Health, Inc. as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
245
+21 vs. Q2 2021
Shares held
207.4M
+15.4M (+8.0%) vs. Q2 2021
Total value
$8.83B
−$2.42B (−21.5%) vs. Q2 2021
New holders
69
78 more added
Sold out
48
58 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting OSH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2021: 245 institutions
Q1 2021: 177 institutionsQ2 2021: 226 institutionsQ3 2021: 245 institutionsQ4 2021: 222 institutionsQ1 2022: 210 institutionsQ2 2022: 194 institutionsQ3 2022: 220 institutionsQ4 2022: 219 institutionsQ1 2023: 273 institutionsQ2 2023: 3 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ3 2021: $8.83B
Q1 2021: $10.2BQ2 2021: $11.3BQ3 2021: $8.83BQ4 2021: $7.01BQ1 2022: $5.82BQ2 2022: $3.63BQ3 2022: $5.50BQ4 2022: $4.89BQ1 2023: $8.37BQ2 2023: $8.50MQ3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding OSH and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20233$8.50M
Q1 2023273$8.37B
Q4 2022219$4.89B
Q3 2022220$5.50B
Q2 2022194$3.63B
Q1 2022210$5.82B
Q4 2021222$7.01B
Q3 2021245$8.83B
Q2 2021226$11.3B
Q1 2021177$10.2B

Institutions, Q3 2021

Shares, value and share of portfolio for each institution holding Oak Street Health, Inc.; share changes are against Q2 2021.

Institutions holding OSH in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
General Atlantic LLC61,384,475$2.61B15.29%00.0%Unchanged
Newlight Partners LP40,509,640$1.72B74.60%00.0%Unchanged
FMR LLC15,193,816$646.2M0.05%−90,960−0.6%Reduced
Capital International Investors13,832,370$588.6M0.13%+4,957,021+55.9%Added
Vanguard Group Inc9,893,787$420.8M0.01%+1,210,953+13.9%Added
BlackRock Inc.7,308,774$310.8M0.01%+1,854,780+34.0%Added
Wellington Management Group LLP6,710,394$285.4M0.05%+253,224+3.9%Added
Capital World Investors4,129,727$175.6M0.03%−830,147−16.7%Reduced
Capital Research Global Investors3,287,220$139.8M0.03%+3,287,220New
Nuveen Asset Management, LLC2,841,426$120.8M0.04%−281,944−9.0%Reduced
Route One Investment Company, L.P.2,222,250$94.5M2.43%+959,500+76.0%Added
State Street Corp2,059,699$87.6M0.00%+543,638+35.9%Added
Westfield Capital Management Co LP2,049,183$87.2M0.53%+350,689+20.6%Added
Goldman Sachs Group Inc2,019,050$85.9M0.02%+1,224,590+154.1%Added
Wells Fargo & Company1,928,416$82.0M0.02%+300,741+18.5%Added
Redmile Group, LLC1,878,520$79.9M1.39%−424,133−18.4%Reduced
Price T Rowe Associates Inc1,735,363$73.8M0.01%+11,108+0.6%Added
Riverbridge Partners LLC1,645,285$70.0M0.70%+1,645,285New
Millennium Management LLC1,481,702$63.0M0.08%+1,294,810+692.8%Added
Morgan Stanley1,437,126$61.1M0.01%+231,568+19.2%Added
Geode Capital Management, LLC1,423,840$60.5M0.01%+1,131,553+387.1%Added
OrbiMed Advisors LLC1,328,300$56.5M0.63%00.0%Unchanged
Blair William & Co1,270,160$54.0M0.18%+56,014+4.6%Added
Brown Advisory Inc1,095,895$46.6M0.07%−307,114−21.9%Reduced
Eaton Vance Management908,222$38.6M0.05%+123,000+15.7%Added
Northern Trust Corp771,187$32.8M0.01%+418,430+118.6%Added
Charles Schwab Investment Management Inc729,447$31.0M0.01%+708,032+3,306.2%Added
Schroder Investment Management Group715,257$30.4M0.05%+171,279+31.5%Added
Norges Bank703,197$29.9M0.01%−51,420−6.8%Reduced
Deutsche Bank AG691,631$29.4M0.01%−115,201−14.3%Reduced
Royal Bank of Canada627,796$26.7M0.01%+83,847+15.4%Added
Gilder Gagnon Howe & Co LLC551,620$23.5M0.12%−748,469−57.6%Reduced
Rock Springs Capital Management LP441,000$18.8M0.39%+66,000+17.6%Added
Holocene Advisors, LP432,840$18.4M0.11%−440,715−50.5%Reduced
Citadel Advisors LLC411,723$17.5M0.02%+323,276+365.5%Added
Swiss National Bank381,500$16.2M0.01%−10,700−2.7%Reduced
C WorldWide Group Holding A/S374,933$15.9M0.16%+147,000+64.5%Added
Rheos Capital Works Inc.365,600$15.5M0.80%00.0%Unchanged
1832 Asset Management L.P.334,080$15.0M0.03%+279,080+507.4%Added
Dragoneer Investment Group, LLC350,019$14.9M0.20%00.0%Unchanged
Bank of New York Mellon Corp304,817$13.0M0.00%+84,573+38.4%Added
CapWealth Advisors, LLC300,272$12.8M1.40%00.0%Unchanged
Federated Hermes, Inc.300,000$12.8M0.02%00.0%Unchanged
Peregrine Capital Management LLC277,344$11.8M0.24%−3,040−1.1%Reduced
Nicholas Investment Partners, LP276,596$11.8M0.86%−106,794−27.9%Reduced
UBS Group AG273,977$11.7M0.00%+81,179+42.1%Added
Diversified Trust Co270,954$11.5M0.41%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital270,000$11.5M0.13%00.0%Unchanged
Legal & General Group Plc267,218$11.4M0.00%+19,704+8.0%Added
Bank of America Corp266,470$11.3M0.00%+177,282+198.8%Added
Sumitomo Mitsui Trust Holdings, Inc.259,688$11.0M0.01%+2,025+0.8%Added
Envestnet Asset Management Inc257,437$10.9M0.01%+246,973+2,360.2%Added
UBS Asset Management Americas Inc237,585$10.1M0.00%+5,820+2.5%Added
Summit Trail Advisors, LLC233,980$9.95M0.75%−187−0.1%Reduced
Neuberger Berman Group LLC228,439$9.71M0.01%−389,424−63.0%Reduced
Capital Group Private Client Services, Inc.227,184$9.66M0.11%+227,184New
Bridgewater Associates, LP224,764$9.56M0.05%−6,126−2.7%Reduced
California Public Employees Retirement System210,137$8.94M0.01%−19,817−8.6%Reduced
California State Teachers Retirement System175,304$7.46M0.01%−11,867−6.3%Reduced
Schonfeld Strategic Advisors LLC174,500$7.42M0.08%−64,249−26.9%Reduced
Comerica Bank153,997$7.23M0.04%+16,871+12.3%Added
Invesco Ltd.152,889$6.50M0.00%−86,708−36.2%Reduced
Oxford Financial Group Ltd149,426$6.36M0.81%−50,000−25.1%Reduced
Polar Capital Holdings Plc137,962$5.87M0.03%+109,026+376.8%Added
Ameriprise Financial Inc131,670$5.60M0.00%+28,061+27.1%Added
Bank of Montreal119,444$5.50M0.00%+8,438+7.6%Added
Oppenheimer Asset Management Inc.125,637$5.34M0.08%+125,637New
New York State Common Retirement Fund120,839$5.14M0.01%−2,120−1.7%Reduced
Truist Financial Corp112,325$4.78M0.01%+53,117+89.7%Added
Rhenman & Partners Asset Management AB105,000$4.47M0.31%+10,000+10.5%Added
Davidson Kempner Capital Management LP102,600$4.36M0.06%−136,500−57.1%Reduced
Cubist Systematic Strategies, LLC96,585$4.11M0.05%+52,759+120.4%Added
Nordea Investment Management AB89,894$4.05M0.01%00.0%Unchanged
Rhumbline Advisers91,452$3.89M0.01%−2,135−2.3%Reduced
SG Americas Securities, LLC90,418$3.85M0.02%+76,686+558.4%Added
First Trust Advisors LP86,478$3.68M0.00%−37,627−30.3%Reduced
Capital International Inc84,041$3.57M0.03%+2,119+2.6%Added
Stifel Financial Corp83,423$3.55M0.01%+83,423New
Andra AP-fonden80,100$3.41M0.07%+300+0.4%Added
SEI Investments Co77,692$3.38M0.01%+59,454+326.0%Added
Credit Suisse AG72,707$3.09M0.00%−46,176−38.8%Reduced
Mayflower Financial Advisors, LLC67,495$2.85M0.38%+3,050+4.7%Added
PDT Partners, LLC65,000$2.76M0.20%−17,200−20.9%Reduced
State of New Jersey Common Pension Fund D62,510$2.66M0.01%+1,614+2.7%Added
Bullseye Asset Management LLC61,498$2.62M0.91%+11,159+22.2%Added
Knights of Columbus Asset Advisors LLC61,453$2.61M0.23%−123−0.2%Reduced
JPMorgan Chase & Co60,674$2.58M0.00%−65,170−51.8%Reduced
Raymond James Financial Services Advisors, Inc.60,510$2.57M0.01%−1,938−3.1%Reduced
State Board of Administration of Florida Retirement System60,210$2.56M0.00%+11,723+24.2%Added
Macquarie Group Ltd58,999$2.51M0.00%+9,408+19.0%Added
Asset Management One Co.,Ltd.57,513$2.45M0.01%−324−0.6%Reduced
Public Employees Retirement System of Ohio54,741$2.33M0.01%−4,435−7.5%Reduced
Squarepoint Ops LLC52,144$2.22M0.02%+52,144New
TD Asset Management Inc51,364$2.19M0.00%+100+0.2%Added
Ellevest, Inc.50,627$2.15M0.21%+49,806+6,066.5%Added
Renaissance Capital LLC49,677$2.11M0.43%−70,859−58.8%Reduced
Mitsubishi UFJ Trust & Banking Corp49,358$2.10M0.00%−345−0.7%Reduced
Alliancebernstein L.P.49,123$2.09M0.00%−587−1.2%Reduced
Sigma Investment Counselors Inc48,796$2.08M0.15%−18,911−27.9%Reduced
Quantbot Technologies LP47,481$2.02M0.15%+23,819+100.7%Added