The Oncology Institute (TOI)

• Market cap: $290M
• 1 day: 2.48%
• 5 days: 51.83%
• 1 month: 162.70%
• 3 months: 322.57%
• 6 months: 917.52%
• Year to date: 1,028.15%
• 1 year: 180.51%
• 5 years: -65.88%
• 10 years: -65.88%
• Sector: Healthcare
• Industry: Medical Care Facilities

About: The Oncology Institute Inc offers oncology services committed to improving cancer prevention, diagnosis, treatment, research, and education. The company provides services including infusion centres. In-house dispensary, Outpatient blood transfusion, Outpatient stem cell transplant, financial counseling, clinical trials, comprehensive lab testing, and end-of-life counseling. The business operates in three operating segments dispensary, patients services and clinical trials and others. Key revenue is earned from providing patient services. Majority of revenue is from patients services.

Employees: 825

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

7.8% less ownership

Funds ownership: 27.27% [Q3] → 19.47% (-7.8%) [Q4]

9% less funds holding

Funds holding: 34 [Q3] → 31 (-3) [Q4]

34% less capital invested

Capital invested by funds: $6.98M [Q3] → $4.61M (-$2.37M) [Q4]

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8