Oncology Institute Ownership | Who Owns Oncology Institute?
Oncology Institute Ownership Summary
Oncology Institute is owned by 27.05% institutional investors, 19.56% insiders, and 53.40% retail investors. Fmr is the largest institutional shareholder, holding 6.40% of TOI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.69% of its assets in Oncology Institute shares.
TOI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Oncology Institute | 27.05% | 19.56% | 53.40% |
| Sector | Healthcare Stocks | 49.73% | 8.84% | 41.43% |
| Industry | Medical Care Facilities Stocks | 77.86% | 10.71% | 11.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Fmr | 4.75M | 6.40% | $2.19M |
| Deerfield management company, l.p. (series c) | 3.36M | 4.53% | $1.55M |
| Vanguard group | 1.78M | 2.40% | $820.39K |
| Kent lake capital | 1.75M | 2.36% | $805.00K |
| Balyasny asset management | 1.73M | 2.32% | $793.76K |
| Tiff advisory services | 1.42M | 1.91% | $652.60K |
| Triatomic management lp | 802.97K | 1.08% | $369.36K |
| Cincinnati insurance | 699.50K | 0.94% | $321.77K |
| Geode capital management | 360.26K | 0.49% | $165.76K |
| Renaissance | 339.40K | 0.46% | $156.12K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Triatomic management lp | 802.97K | 10.89% | $369.36K |
| Kent lake capital | 1.75M | 0.36% | $805.00K |
| Tiff advisory services | 1.42M | 0.23% | $652.60K |
| Fourworld capital management | 257.00K | 0.07% | $118.22K |
| Freegulliver | 188.17K | 0.06% | $86.56K |
| Deerfield management company, l.p. (series c) | 3.36M | 0.03% | $1.55M |
| Fielder capital group | 70.19K | 0.01% | $32.29K |
| Boston financial mangement | 2.77K | 0.01% | $231.07K |
| Cincinnati insurance | 699.50K | 0.01% | $321.77K |
| Lee financial | 27.98K | 0.00% | $12.87K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Tiff advisory services | 1.42M | 0.23% | 995.28K |
| Kent lake capital | 1.75M | 0.36% | 563.29K |
| Citadel advisors | 269.70K | - | 239.56K |
| Renaissance | 339.40K | 0.00% | 199.30K |
| Alyeska investment group | 83.86K | 0.00% | 83.86K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Element pointe advisors | - | - | -199.03K |
| Squarepoint ops | - | - | -105.82K |
| Triatomic management lp | 802.97K | 10.89% | -81.72K |
| Quattro financial advisors | - | - | -55.96K |
| Morgan stanley | 29.34K | - | -41.21K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Susquehanna group, llp | 31.18K | - | 31.18K | $14.34K |
| Cresset asset management | 18.30K | - | 18.30K | $8.42K |
| Amg national trust bank | 10.00K | 0.00% | 10.00K | $4.60K |
Sold Out
| Holder | Change |
|---|---|
| Wells fargo & company/mn | -248.00 |
| Kirr marbach & co llc /in/ | -2.73K |
| Deutsche bank ag\ | -9.44K |
| Ubs group | -10.33K |
| Mariner | -10.88K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 33 | -15.38% | 20,426,970 | 9.22% | 27 | 4.26% | 14 | 7.69% | 7 | -46.15% |
| Jun 30, 2024 | 39 | -15.22% | 18,701,866 | 8.37% | 25 | 4.60% | 13 | -38.10% | 13 | 18.18% |
| Mar 31, 2024 | 46 | - | 17,257,071 | -6.44% | 23 | 3.71% | 21 | -25.00% | 11 | 22.22% |
| Dec 31, 2023 | 46 | 27.78% | 18,445,614 | 22.10% | 25 | 6.04% | 28 | 33.33% | 9 | -10.00% |
| Sep 30, 2023 | 36 | - | 15,107,160 | 8.56% | 20 | 5.68% | 21 | 23.53% | 10 | -41.18% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 1.27M | 1.69% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 422.98K | 0.56% | - |
| Fidelity Extended Market Index | 196.55K | 0.26% | 19.00K |
| iShares Micro-Cap ETF | 94.44K | 0.13% | - |
| Fidelity Total Market Index | 56.66K | 0.08% | - |
| Fidelity Nasdaq Composite Index | 48.69K | 0.06% | - |
| Fidelity Series Total Market Index | 44.33K | 0.06% | - |
| Vanguard Balanced Index Inv | 39.50K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - NL | 36.14K | 0.05% | - |
| NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 29.12K | 0.04% | 89.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2024 | Hively Brad | - | Buy | $42.50K |
| Dec 02, 2024 | Hively Brad | - | Buy | $7.50K |
| Jan 29, 2024 | Havencrest Healthcare Partners, L.P. | - | Sell | $18.31K |
| Jan 25, 2024 | Havencrest Healthcare Partners, L.P. | - | Sell | $24.60K |
| Jan 26, 2024 | Havencrest Healthcare Partners, L.P. | - | Sell | $14.94K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 7 |
| 2023 Q4 | 2 | 2 |
TOI Ownership FAQ
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