Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OSCAR HEALTH INC (OSCR)

356 + Investors. Track Smart Money conviction in OSCR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
51%

Smart Money Signals — OSCR

Based on 325 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OSCR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
325 hedge funds hold OSCR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+76 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

194 buying184 selling
Last quarter: 194 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 65 → 90 → 78 → 72. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
📌

Mixed — 38% long-term, 34% new

38% conviction (2yr+) 29% medium 34% new
Of the 325 current holders: 123 (38%) held >2 years, 93 held 1–2 years, and 109 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💎

Buying through price weakness — shares +4%, value -43%

Value
-42%
Shares
+4%
Last quarter: funds added +4% more shares while total portfolio value only changed -43%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~72 new funds/quarter

53 → 65 → 90 → 78 → 72 new funds/Q
New funds entering each quarter: 65 → 90 → 78 → 72. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 45% of holders stayed 2+ years

45% veterans 18% 1-2yr 37% new
Of 356 current holders: 159 (45%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
37 of 325 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OSCR

How many hedge funds hold OSCR — quarterly history vs. share price
Quarterly hedge fund ownership of OSCR vs. share price

Market Analysis: OSCR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OSCR

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

51 top-rated funds 5 high-conviction
Consensus
7.5
/ 10
breadth
×
Elite
4.1
/ 10
conviction
Hedge Fund Positioning: OSCR
2026 Q1 Stats Unlock in 22 days 356 + Investors

Track Smart Money conviction in OSCR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 356 353 0.85%
13F Shares 191M 183M 4.42%
Total Value $2.70B $4.72B -42.73%
New Positions 72 86 -14
Increased Positions 163 185 -22
Closed Positions 69 83 -14
Reduced Positions 162 116 +46
Total Calls 19 24 -20.83%
Total Puts 18 20 -10.0%
PUT/CALL Ratio 0.95 0.83 Neutral

Statistics: OSCR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

356 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OSCR. Verified SEC 13F-HR filings.

Top 25 institutional holders of OSCR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 BCS Private Wealth Management, Inc. 1.25% 359,106 $4.1M
2 Fiduciary Alliance LLC 0.67% 714,411 $11.1M
3 Nicholas Wealth, LLC. 0.64% 80,268 $921K
4 Roxbury Financial LLC 0.19% 18,602 $213K
5 Rolek Wealth Management LLC 0.13% 15,502 $178K
6 Oasis Advisors, LLC 0.13% 16,617 $239K
7 MATAURO, LLC 0.09% 55,619 $638K
8 Genesee Capital Advisors, LLC 0.07% 14,124 $162K
9 Samalin Investment Counsel, LLC 0.05% 12,091 $139K
10 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.05% 113,081 $1.3M
11 Annex Advisory Services, LLC 0.04% 166,709 $1.9M
12 Assenagon Asset Management S.A. 0.02% 1,227,803 $14.1M
13 Raiffeisen Bank International AG 0.02% 125,625 $1.4M
14 Ares Financial Consulting, LLC 0.02% 2,243 $26K
15 Bayforest Capital Ltd 0.02% 1,381 $16K
16 U.S. Capital Wealth Advisors, LLC 0.01% 51,012 $585K
17 Perigon Wealth Management, LLC 0.01% 60,125 $690K
18 SG Americas Securities, LLC 0.01% 800,984 $9K
19 OPPENHEIMER & CO INC 0.01% 68,529 $786K
20 Leonteq Securities AG 0.00% 9,161 $105K
21 Vise Technologies, Inc. 0.00% 13,322 $191K
22 Medallion Wealth Advisors, LLC 0.00% 600 $8K
23 Cornerstone National Bank & Trust Co 0.00% 500 $6K
24 Janney Montgomery Scott LLC 0.00% 60,180
25 OP Asset Management Ltd 0.00% 10,253 $136K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OSCAR HEALTH INC (OSCR)

What does the Smart Money Trend signal show for OSCR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OSCR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OSCR?

Slight buying edge — 51% buying: Last quarter: 194 funds bought or added vs 184 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OSCR holders?

Strong quality — 36% AUM from major funds: 37 of 325 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OSCR?

Mixed — 38% long-term, 34% new: Of the 325 current holders: 123 (38%) held >2 years, 93 held 1–2 years, and 109 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.