What smart money is saying about Oscar Health
1 fund in our archive has pitched Oscar Health — most recently JAG Capital Management Small Mid Cap Growth Strategy in September 2026.
Oscar Health, Inc. operates as a health insurance provider across the United States. Its offerings include various health plans such as those for individuals and families, small businesses, and Medicare Advantage options. The company also features "+Oscar," a proprietary technology platform designed to facilitate engagement between healthcare providers, payers, and their members or patients. Additionally, Oscar Health provides reinsurance solutions. Originally established as Mulberry Health Inc., the firm officially changed its name to Oscar Health, Inc. in January 2021. It was founded in 2012 and maintains its main office in New York, New York.
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Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Oscar Health — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 1 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- September 2026
Listed in JAG Capital Management Small Mid Cap Growth Strategy’s reported holdings.
Oscar Health - HoldsTowle Value StrategyJune 2026
“Below are the largest contributors and detractors to quarterly performance (as measured by contribution to return): Company Contribution % Company Contribution % 1. Methode Electronics (MEI) 3.88% 1. Alpha Met. (AMR) -0.57% 2. Oscar Health (OSCR) 2.89%”
Oscar Health
Fund coverage · 1 thesis
- JAG Capital Management Small Mid Cap Growth StrategySeptember 2026
Oscar Health is a tech-forward ACA insurer positioned to benefit from industry exits and long-term business improvements.
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