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.
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
Institutional Positions
Net institutional flow: $121.1M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value 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)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Capital World Investors | EXIT | -100% | $68.6M | -$68.6M |
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
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
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OSCR-2025-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 16, 2026 16d ago | 8-K | $32.34 $31.29 | ▼ −3.25% | ▼ −6.08% | — |
Aug 18, 2026 6w ago | 144 | $32.30 $31.24 | ▲ +3.28% | ▲ +2.89% | — |
Aug 10, 2026 7w ago | 144 | $27.97 $31.28 | ▲ +11.83% | ▲ +12.24% | — |
Jul 6, 2026 12w ago | Insider Cluster | $31.44 $30.54 | ▲ +2.86% | ▲ +3.35% | — |
Jul 1, 2026 13w ago | Insider Cluster | $31.90 $31.12 | ▲ +2.45% | ▲ +2.71% | — |
Jun 11, 2026 16w ago | Institutional Cluster | $28.91 $28.27 | ▼ −2.21% | ▼ −2.65% | — |
Jun 8, 2026 16w ago | 8-K | $27.39 $29.14 | ▲ +6.39% | ▲ +4.28% | — |
Jun 4, 2026 17w ago | Insider Cluster | $24.51 $28.26 | ▲ +15.30% | ▲ +14.73% | — |
Jun 2, 2026 17w ago | 144 | $20.50 $27.85 | ▼ −35.85% | ▼ −39.67% | — |
Jun 2, 2026 17w ago | 8-K | $21.14 $27.22 | ▲ +28.76% | ▲ +31.73% | — |
US Market Status
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