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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
Storebrand Asset Management AS13,681$581.9K0.00%+6,956+103.4%Added
Natixis Advisors, L.P.14,642$623.0K0.00%+14,642New
Icon Wealth Partners, LLC14,889$633.0K0.07%+14,889New
Teacher Retirement System of Texas15,505$659.0K0.00%+2,948+23.5%Added
Voya Financial Advisors, Inc.14,810$660.0K0.08%+14,810New
Public Employees Retirement Association of Colorado16,017$681.0K0.00%00.0%Unchanged
Gulf International Bank (UK) Ltd16,075$683.0K0.01%00.0%Unchanged
FDx Advisors, Inc.16,168$688.0K0.02%+16,168New
Magnetar Financial LLC16,202$689.0K0.01%−2,089−11.4%Reduced
Panagora Asset Management Inc16,194$689.0K0.00%00.0%Unchanged
Blueshift Asset Management, LLC16,337$695.0K0.04%+16,337New
Victory Capital Management Inc16,620$707.0K0.00%+2,962+21.7%Added
Bell Bank16,667$709.0K0.09%+16,667New
Allianz Asset Management GmbH16,997$722.0K0.00%−20,640−54.8%Reduced
Handelsbanken Fonder AB17,300$736.0K0.00%00.0%Unchanged
Sciencast Management LP19,542$751.0K0.21%+19,542New
Nomura Asset Management Co Ltd17,660$751.1K0.00%00.0%Unchanged
British Columbia Investment Management Corp17,973$764.0K0.00%+40.0%Added
Manchester Capital Management LLC18,145$772.0K0.11%00.0%Unchanged
DekaBank Deutsche Girozentrale17,450$772.0K0.00%+289+1.7%Added
Parametric Portfolio Associates LLC18,398$782.0K0.00%+4,209+29.7%Added
Utah Retirement Systems18,400$783.0K0.01%−1,400−7.1%Reduced
Skandinaviska Enskilda Banken AB (publ)18,993$808.0K0.00%00.0%Unchanged
Regions Financial Corp20,395$867.0K0.01%+4,085+25.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.20,448$870.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.20,566$875.0K0.00%+19,778+2,509.9%Added
USS Investment Management Ltd21,244$903.0K0.01%+21,244New
ExodusPoint Capital Management, LP24,223$1.03M0.02%+24,223New
Tiger Global Management LLCSuperinvestorTiger Global Management25,000$1.06M0.00%00.0%Unchanged
Paloma Partners Management Co25,106$1.07M0.05%+9,741+63.4%Added
Baird Financial Group, Inc.26,410$1.12M0.00%+10,000+60.9%Added
Arizona State Retirement System27,030$1.15M0.01%−158−0.6%Reduced
Voya Investment Management LLC29,504$1.25M0.00%−2,305−7.2%Reduced
NN Investment Partners Holdings N.V.29,900$1.27M0.01%−6,000−16.7%Reduced
Pictet Asset Management SA30,553$1.30M0.00%+30,553New
Zurcher Kantonalbank (Zurich Cantonalbank)34,479$1.47M0.01%+840+2.5%Added
Jane Street Group, LLC34,613$1.47M0.00%+34,613New
Russell Investments Group, Ltd.35,322$1.50M0.00%−75,958−68.3%Reduced
Treasurer of the State of North Carolina35,313$1.50M0.01%−771−2.1%Reduced
HSBC Holdings PLC37,615$1.61M0.00%+33,249+761.5%Added
Korea Investment CORP38,600$1.64M0.00%+17,000+78.7%Added
Janney Montgomery Scott LLC39,390$1.68M0.01%+39,390New
Amundi44,562$1.90M0.00%+16,275+57.5%Added
Citigroup Inc45,513$1.94M0.00%−21,561−32.1%Reduced
State of Wisconsin Investment Board46,454$1.98M0.00%+2,536+5.8%Added
Quantbot Technologies LP47,481$2.02M0.15%+23,819+100.7%Added
Sigma Investment Counselors Inc48,796$2.08M0.15%−18,911−27.9%Reduced
Alliancebernstein L.P.49,123$2.09M0.00%−587−1.2%Reduced
Mitsubishi UFJ Trust & Banking Corp49,358$2.10M0.00%−345−0.7%Reduced
Renaissance Capital LLC49,677$2.11M0.43%−70,859−58.8%Reduced
Ellevest, Inc.50,627$2.15M0.21%+49,806+6,066.5%Added
TD Asset Management Inc51,364$2.19M0.00%+100+0.2%Added
Squarepoint Ops LLC52,144$2.22M0.02%+52,144New
Public Employees Retirement System of Ohio54,741$2.33M0.01%−4,435−7.5%Reduced
Asset Management One Co.,Ltd.57,513$2.45M0.01%−324−0.6%Reduced
Macquarie Group Ltd58,999$2.51M0.00%+9,408+19.0%Added
State Board of Administration of Florida Retirement System60,210$2.56M0.00%+11,723+24.2%Added
Raymond James Financial Services Advisors, Inc.60,510$2.57M0.01%−1,938−3.1%Reduced
JPMorgan Chase & Co60,674$2.58M0.00%−65,170−51.8%Reduced
Knights of Columbus Asset Advisors LLC61,453$2.61M0.23%−123−0.2%Reduced
Bullseye Asset Management LLC61,498$2.62M0.91%+11,159+22.2%Added
State of New Jersey Common Pension Fund D62,510$2.66M0.01%+1,614+2.7%Added
PDT Partners, LLC65,000$2.76M0.20%−17,200−20.9%Reduced
Mayflower Financial Advisors, LLC67,495$2.85M0.38%+3,050+4.7%Added
Credit Suisse AG72,707$3.09M0.00%−46,176−38.8%Reduced
SEI Investments Co77,692$3.38M0.01%+59,454+326.0%Added
Andra AP-fonden80,100$3.41M0.07%+300+0.4%Added
Stifel Financial Corp83,423$3.55M0.01%+83,423New
Capital International Inc84,041$3.57M0.03%+2,119+2.6%Added
First Trust Advisors LP86,478$3.68M0.00%−37,627−30.3%Reduced
SG Americas Securities, LLC90,418$3.85M0.02%+76,686+558.4%Added
Rhumbline Advisers91,452$3.89M0.01%−2,135−2.3%Reduced
Nordea Investment Management AB89,894$4.05M0.01%00.0%Unchanged
Cubist Systematic Strategies, LLC96,585$4.11M0.05%+52,759+120.4%Added
Davidson Kempner Capital Management LP102,600$4.36M0.06%−136,500−57.1%Reduced
Rhenman & Partners Asset Management AB105,000$4.47M0.31%+10,000+10.5%Added
Truist Financial Corp112,325$4.78M0.01%+53,117+89.7%Added
New York State Common Retirement Fund120,839$5.14M0.01%−2,120−1.7%Reduced
Oppenheimer Asset Management Inc.125,637$5.34M0.08%+125,637New
Bank of Montreal119,444$5.50M0.00%+8,438+7.6%Added
Ameriprise Financial Inc131,670$5.60M0.00%+28,061+27.1%Added
Polar Capital Holdings Plc137,962$5.87M0.03%+109,026+376.8%Added
Oxford Financial Group Ltd149,426$6.36M0.81%−50,000−25.1%Reduced
Invesco Ltd.152,889$6.50M0.00%−86,708−36.2%Reduced
Comerica Bank153,997$7.23M0.04%+16,871+12.3%Added
Schonfeld Strategic Advisors LLC174,500$7.42M0.08%−64,249−26.9%Reduced
California State Teachers Retirement System175,304$7.46M0.01%−11,867−6.3%Reduced
California Public Employees Retirement System210,137$8.94M0.01%−19,817−8.6%Reduced
Bridgewater Associates, LP224,764$9.56M0.05%−6,126−2.7%Reduced
Capital Group Private Client Services, Inc.227,184$9.66M0.11%+227,184New
Neuberger Berman Group LLC228,439$9.71M0.01%−389,424−63.0%Reduced
Summit Trail Advisors, LLC233,980$9.95M0.75%−187−0.1%Reduced
UBS Asset Management Americas Inc237,585$10.1M0.00%+5,820+2.5%Added
Envestnet Asset Management Inc257,437$10.9M0.01%+246,973+2,360.2%Added
Sumitomo Mitsui Trust Holdings, Inc.259,688$11.0M0.01%+2,025+0.8%Added
Bank of America Corp266,470$11.3M0.00%+177,282+198.8%Added
Legal & General Group Plc267,218$11.4M0.00%+19,704+8.0%Added
Maverick Capital LtdSuperinvestorMaverick Capital270,000$11.5M0.13%00.0%Unchanged
Diversified Trust Co270,954$11.5M0.41%00.0%Unchanged
UBS Group AG273,977$11.7M0.00%+81,179+42.1%Added