Oncology Institute Ownership | Who Owns Oncology Institute?

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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	47.06%	8.01%	44.93%
Industry	Medical Care Facilities Stocks	68.81%	10.08%	21.11%

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
Jan 29, 2024	Havencrest Healthcare Partners, L.P.	-	Sell	$18.31K
Jan 25, 2024	Havencrest Healthcare Partners, L.P.	-	Sell	$24.60K
Jan 24, 2024	Havencrest Healthcare Partners, L.P.	-	Sell	$57.30K
Jan 26, 2024	Havencrest Healthcare Partners, L.P.	-	Sell	$14.94K
Jan 19, 2024	Havencrest Healthcare Partners, L.P.	-	Sell	$25.53K

Insider Transactions Trends

Date	Buy	Sell
2024 Q2	-	-
2024 Q1	-	7
2023 Q4	2	2
2023 Q3	-	-
2023 Q2	-	-

TOI Ownership FAQ

Who Owns Oncology Institute?

Oncology Institute shareholders are primarily institutional investors at 27.05%, followed by 19.56% insiders and 53.39% retail investors. The average institutional ownership in Oncology Institute's industry, Medical Care Facilities Stocks, is 68.81%, which Oncology Institute falls below.

Who owns the most shares of Oncology Institute?

Oncology Institute’s largest shareholders are Fmr (4.75M shares, 6.40%), Deerfield management company, l.p. (series c) (3.36M shares, 4.53%), and Vanguard group (1.78M shares, 2.40%). Together, they hold 13.33% of Oncology Institute’s total shares outstanding.

Does Blackrock own Oncology Institute?

BlackRock is not among the top 10 institutional shareholders of Oncology Institute.

Who is Oncology Institute’s biggest shareholder by percentage of total assets invested?

Triatomic management lp is Oncology Institute’s biggest shareholder by percentage of total assets invested, with 10.89% of its assets in 802.96K Oncology Institute shares, valued at 369.36K$.

Who is the top mutual fund holder of Oncology Institute shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Oncology Institute shares, with 1.69% of its total shares outstanding invested in 1.27M Oncology Institute shares.

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