Oscar Health (OSCR) is down 8.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most identifiable catalyst appears to be an SEC-filed update showing co-founder Mario Schlosser transitioning out of his President of Technology/CTO role into a Co-Founder & Advisor position, which can spook investors focused on product execution and platform continuity. The sharp intraday drop and elevated trading activity suggest the market treated the change as meaningful, even though the filing largely frames it as a planned transition.
Details:
Sources:
SEC, Investing.com, StreetInsider
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$OSCR Insider Trading Activity
$OSCR insiders have traded $OSCR stock on the open market 19 times in the past 6 months. Of those trades, 1 have been purchases and 18 have been sales.
Here’s a breakdown of recent trading of $OSCR stock by insiders over the last 6 months:
- MARK T BERTOLINI (Chief Executive Officer) purchased 1,000,000 shares for an estimated $11,920,000
- MARIO SCHLOSSER (President of Technology & CTO) has made 0 purchases and 7 sales selling 421,996 shares for an estimated $6,609,401.
- RICHARD SCOTT BLACKLEY (Chief Financial Officer) has made 0 purchases and 5 sales selling 254,356 shares for an estimated $5,743,690.
- ADAM MCANANEY (Chief Legal Officer) has made 0 purchases and 2 sales selling 20,562 shares for an estimated $281,251.
- JANET LIANG (President, Oscar Insurance) has made 0 purchases and 2 sales selling 14,791 shares for an estimated $221,533.
- VICTORIA BALTRUS (Chief Accounting Officer) has made 0 purchases and 2 sales selling 8,787 shares for an estimated $130,934.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$OSCR Hedge Fund Activity
We have seen 177 institutional investors add shares of $OSCR stock to their portfolio, and 212 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 5,422,772 shares (-65.3%) from their portfolio in Q4 2025, for an estimated $77,925,233
- D. E. SHAW & CO., INC. added 4,500,503 shares (+283.6%) to their portfolio in Q4 2025, for an estimated $64,672,228
- CAPITAL WORLD INVESTORS removed 3,622,586 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $52,056,560
- MORGAN STANLEY removed 3,459,065 shares (-50.8%) from their portfolio in Q1 2026, for an estimated $39,675,475
- JANE STREET GROUP, LLC removed 2,877,721 shares (-49.8%) from their portfolio in Q1 2026, for an estimated $33,007,459
- TWO SIGMA ADVISERS, LP added 2,472,800 shares (+inf%) to their portfolio in Q4 2025, for an estimated $35,534,136
- BANK OF AMERICA CORP /DE/ added 1,922,732 shares (+205.1%) to their portfolio in Q1 2026, for an estimated $22,053,736
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$OSCR Price Targets
Multiple analysts have issued price targets for $OSCR recently. We have seen 5 analysts offer price targets for $OSCR in the last 6 months, with a median target of $19.0.
Here are some recent targets:
- Andrew Mok from Barclays set a target price of $30.0 on 05/26/2026
- Michael Ha from Baird set a target price of $19.0 on 05/07/2026
- Jonathan Yong from UBS set a target price of $20.0 on 05/07/2026
- David Windley from Jefferies set a target price of $16.0 on 04/20/2026
- Dean Sublett from Stephens & Co. set a target price of $17.0 on 12/11/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
