Oscar Health (OSCR)

Company Profile

Headquartered in New York City, Oscar has been challenging the health care s\stem's status quo since our founding in 2012. The compan\Ŗs member-ırst philosoph\ and innovative approach to care has earned us the trust of approximately 529,000 Americans across 291 counties, as of January 31, 2021. Oscar offers Individual & Family, Small Group and Medicare Advantage plans. Its vision is to refactor health care to make good care cost less. Refactor is a term used in software engineering that means to improve the design, structure, and implementation of the software, while preserving its functionality. Oscar takes this deınition a step further. The company improves its membersŖ experience b\ building trust through deep engagement, personali]ed guidance, and rapid iteration.

Company profile

Ticker

OSCR

Exchange

Website

Incorporated

Location

Fiscal year end

Sector

Finance and Insurance > Direct Health and Medical Insurance Carriers

Industry (SIC)

Hospital & Medical Service Plans

Unitedhealth • Cigna Group (The) • Elevance Health • Humana • Molina Healthcare • Bright Health • Clover Health Investments • Alignment Healthcare • Trupanion • Centene ...

Former names

Mulberry Health Inc.

SEC CIK

0001568651

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Mulberry Insurance Agency, Inc. • Oscar Buckeye State Insurance Corporation • Oscar Garden State Insurance Corporation • Oscar Health Plan of New York, Inc. • Oscar Health Plan of North Carolina, Inc. • Oscar Health Plan of Pennsylvania Inc • Oscar Health Plan, Inc. • Oscar Insurance Company • Oscar Insurance Corporation • Oscar South Florida HoldCo, LLC ...

OSCR stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$5.50

Low target

$5.00

High target

$6.00

Latest filings (excl ownership)

View all

8-K

Regulation FD Disclosure

10 Mar 23

S-8

Registration of securities for employees

23 Feb 23

Oscar Health Announces Results for Fourth Quarter and Full Year 2022

9 Feb 23

8-K

Results of Operations and Financial Condition

9 Jan 23

8-K

Departure of Directors or Certain Officers

13 Dec 22

8-K

Departure of Directors or Certain Officers

9 Nov 22

Oscar Health Announces Results for Third Quarter 2022

8 Nov 22

8-K

Regulation FD Disclosure

8 Sep 22

Transcripts

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OSCR

Earnings call transcript

2022 Q4

9 Feb 23

OSCR

Earnings call transcript

2022 Q3

9 Nov 22

OSCR

Earnings call transcript

2022 Q2

12 Aug 22

OSCR

Earnings call transcript

2022 Q1

11 May 22

OSCR

Earnings call transcript

2021 Q4

11 Feb 22

OSCR

Earnings call transcript

2021 Q3

11 Nov 21

OSCR

Earnings call transcript

2021 Q2

13 Aug 21

OSCR

Earnings call transcript

2021 Q1

14 May 21

Latest ownership filings

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Richard Scott Blackley

Richard Scott Blackley

SOUTHEASTERN ASSET MANAGEMENT INC/TN/

Financial summary

Financial statements Chart OSCR financial data

Quarter (USD)	Dec 22	Sep 22	Jun 22	Mar 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	1.58 bn	1.58 bn	1.58 bn	1.58 bn	1.58 bn	1.58 bn
Cash burn (monthly)	184.92 mm	(no burn)	75.76 mm	50.84 mm	(no burn)	(no burn)
Cash used (since last report)	523.27 mm	n/a	214.37 mm	143.86 mm	n/a	n/a
Cash remaining	1.06 bn	n/a	1.37 bn	1.44 bn	n/a	n/a
Runway (months of cash)	5.7	n/a	18.0	28.3	n/a	n/a

Beta Read what these cash burn values mean

Financial data from company earnings reports.

Institutional ownership, Q4 2022

OSCR institutional ownership history Ownership history

13F holders	Current	Prev Q	Change
Total holders	138	135	+2.2%
Opened positions	31	18	+72.2%
Closed positions	28	18	+55.6%
Increased positions	45	42	+7.1%
Reduced positions	29	36	-19.4%

13F shares	Current	Prev Q	Change
Total value	341.80 bn	1.05 bn	+32512.2%
Total shares	218.69 mm	221.25 mm	-1.2%
Total puts	39.70 k	104.40 k	-62.0%
Total calls	339.10 k	343.60 k	-1.3%
Total put/call ratio	0.1	0.3	-61.5%

Largest owners	Shares	Value	Change
GOOG Alphabet	24.04 mm	$59.15 bn	0.0%
CapitalG 2015	24.04 mm	$0.00	0.0%
Thrive Capital Partners III	23.15 mm	$133.33 mm	0.0%
Southeastern Asset Management	14.58 mm	$35.86 bn	+30.8%
General Catalyst Group Management	14.46 mm	$35.58 bn	0.0%
General Catalyst Group Management Holdings GP	14.46 mm	$113.55 mm	0.0%
BLK Blackrock	12.26 mm	$30.17 bn	+45.5%
VK Services	11.70 mm	$28.79 bn	0.0%
Khosla Ventures IV	11.70 mm	$91.88 mm	0.0%
Vanguard	11.46 mm	$28.18 bn	+2.1%

Largest transactions	Shares	Bought/sold	Change
Baillie Gifford & Co	1.10 mm	-19.27 mm	-94.6%
BLK Blackrock	12.26 mm	+3.83 mm	+45.5%
Southeastern Asset Management	14.58 mm	+3.43 mm	+30.8%
STT State Street	2.60 mm	+2.60 mm	NEW
UBS UBS Group AG - Registered Shares	2.11 mm	+1.22 mm	+135.3%
Acadian Asset Management	1.17 mm	+1.17 mm	NEW
Millennium Management	2.66 mm	+1.09 mm	+69.3%
Citadel Advisors	30.47 k	-981.16 k	-97.0%
Two Sigma Advisers	1.92 mm	+915.70 k	+91.6%
Mitsubishi UFJ Trust & Banking	303.15 k	-832.52 k	-73.3%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

OSCR insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
6 Mar 23	Quane Alessandrea C.	Class A Common Stock	Sell	Dispose S	No	Yes	4.8809	12,473	60.88 k	188,328
6 Mar 23	Blackley Richard Scott	Class A Common Stock	Sell	Dispose S	No	Yes	4.8809	30,764	150.16 k	369,521
5 Mar 23	Quane Alessandrea C.	Class A Common Stock	Option exercise	Acquire M	No	No	0	31,250	0.00	200,801
5 Mar 23	Quane Alessandrea C.	RSU Class A Common Stock	Option exercise	Dispose M	No	No	0	31,250	0.00	218,750
5 Mar 23	Blackley Richard Scott	Class A Common Stock	Option exercise	Acquire M	No	No	0	62,500	0.00	400,285
5 Mar 23	Blackley Richard Scott	RSU Class A Common Stock	Option exercise	Dispose M	No	No	0	62,500	0.00	437,500
2 Mar 23	Blackley Richard Scott	Class A Common Stock	Sell	Dispose S	No	Yes	4.7505	3,981	18.91 k	337,785
2 Mar 23	Quane Alessandrea C.	Class A Common Stock	Sell	Dispose S	No	Yes	4.7505	3,266	15.52 k	169,551
2 Mar 23	Victoria Baltrus	Class A Common Stock	Sell	Dispose S	No	Yes	4.7505	3,480	16.53 k	26,125
1 Mar 23	Blackley Richard Scott	Class A Common Stock	Option exercise	Acquire M	No	No	0	7,016	0.00	341,766