OSCR Oscar Health, Inc.

BULLISH Impact: 7/10 Institutional Cluster
Horizon months Processed 3d 18h ago
Institutional cluster: 7 buyers, 1 sellers (bullish)

Executive Summary

In Q4 2025, seven institutional investors accumulated a net $189.7M in Oscar Health (OSCR), led by quant funds D.E. Shaw, Two Sigma, and Point72 doubling their stakes. The sole seller, Capital World Investors, fully exited a $68.6M position. This cluster signals strong conviction in the company's underwriting turnaround and growth trajectory.

Key Financial Metrics

Direction
accumulating
Buy Value
$328.5M
Sell Value
$68.6M
Net Flow
$121.1M

Institutional Positions

Net institutional flow: $121.1M

▲ Buyers (7)

InstitutionActionChangePosition ValueValue Δ
D.E. Shaw DOUBLED +283.6% $87.5M $57.4M
Two Sigma DOUBLED +1415.2% $60.4M $55.1M
Point72 DOUBLED +569.4% $41.1M $33.0M

▼ Sellers (1)

InstitutionActionChangePrev ValueValue Δ
Capital World Investors EXIT -100% $68.6M -$68.6M

Actionable Insight

The cluster shows strong quantitative conviction; monitor upcoming earnings for underwriting margin improvement. Continued accumulation could drive further upside, but watch for any negative regulatory headlines.

Key Facts

  • 7 institutional buyers added a net $189.7M in Q4 2025, with quant funds D.E. Shaw (+$57.4M), Two Sigma (+$55.1M), and Point72 (+$33.0M) all at least doubling their positions.
  • Capital World Investors fully exited a $68.6M position, the only seller.
  • Buyers include 3 quant funds, 3 mega-passive managers (Fidelity, Wells Fargo, Morgan Stanley), and 1 asset manager (Ameriprise).
  • Aggregate current holdings of buyers are $328.5M, representing ~3.9% of market cap.

Financial Impact

Net institutional buying of $121.1M (buyers added $189.7M, seller exited $68.6M) in Q4 2025

institutional ownershipfloatvaluation

Risk Factors

  • Insurance regulatory changes or healthcare policy shifts
  • Underwriting losses or higher-than-expected medical loss ratio
  • Competition from larger insurers could pressure membership growth

Market Snapshot

Exchange
NYSE
Sector
Hospital & Medical Service Plans
Analyst Consensus
42% bullish (19 analysts)

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-OSCR-2025-Q4
8 reports for OSCR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for OSCR — sortable, filterable
Type Now
Jun 11, 2026
3d ago
Institutional Cluster
BULLISH ★ 7/10
$28.13 awaiting T+1awaiting T+1
Jun 8, 2026
7d ago
8-K
NEUTRAL ★ 3/10
$24.30 awaiting T+1awaiting T+1
Jun 4, 2026
10d ago
Insider Cluster
NEUTRAL ★ 2/10
$23.66 awaiting T+1awaiting T+1
Jun 2, 2026
12d ago
144
BEARISH ★ 4/10
$20.50 $23.60▼ −15.12%▼ −14.72%
Jun 2, 2026
13d ago
8-K
NEUTRAL ★ 2/10
$21.14 $20.50▼ −3.03%▼ −2.31%
May 14, 2026
4w ago
144
NEUTRAL ★ 3/10
$23.32 $25.30▲ +8.49%▲ +8.55%
May 6, 2026
5w ago
8-K
BULLISH ★ 8/10
$19.84 $20.87▲ +5.19%▲ +5.52%
Apr 21, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$16.17 $16.44▲ +1.67%▲ +0.65%
Showing 8 of 8

US Market Status

Market Closed — Opens in 2h 50m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access