Glück Conviction Score™ ⓘ
TOI
Oncology Institute, Inc.
ⓘ
Eingeschränkte Aussagekraft — erst 66 % der Signal-Gewichte sind mit Daten unterlegt.
Effektiv: Neutral
Niedrig
Bedeutung der Einstufung ⓘ
Insider
28,4
1 Insider, 1,4M $ Volumen
Institutionell
54,5
21 neu, 50 erhöht, -15724K $ netto
Aktivist
14,8
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 3.99 | +33.0 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 3.53 | +50.3 % vs SMA200 | |
| SMA-Cross | Bullisch | 10 % | GOLDEN | vor 16 Tagen @ 4.20 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 4.65 | EMA50: 4.15 | |
| MACD-Histogramm | Bullisch | 10 % | 0.028 | Bullisch | |
| RSI(14) | Neutral | 10 % | 67.8 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 80.1 | Überkauft | |
| ADX(14)+DI | Bullisch | 10 % | 42.5 | +DI: 31.0 / −DI: 15.4 | |
| Z-Score(60) | Bärisch | 5 % | 2.24 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 100.0 % | Hoch 5.31 / Tief 2.05 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 98.3 % | Upper 5.33 / Mid 4.62 / Lower 3.90 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.0354 | R²=0.88 / annualisiert +231.8 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-06-08 | Podnos Yale | Officer, Chief Medical Officer | Open Market Sale | -23.451 | 5,38 | -126.093,68 | -12,2% | |
| 2026-06-04 | Chernett Jorey | 10% Owner | Open Market Purchase | 12.000 | 4,75 | 57.000,00 | +5,5% | |
| 2026-05-20 | Chernett Jorey | 10% Owner | Open Market Purchase | 33.500 | 4,07 | 136.345,00 | +13,2% | |
| 2026-05-19 | Chernett Jorey | 10% Owner | Open Market Purchase | 5.000 | 4,05 | 20.250,00 | +2,0% | |
| 2026-05-19 | Chernett Jorey | 10% Owner | Open Market Purchase | 30.000 | 4,09 | 122.700,00 | +11,8% | |
| 2026-04-16 | Kaushal Mohit | Director | Open Market Sale | -38.433 | 3,50 | -134.534,72 | -13,0% | |
| 2026-04-14 | Kaushal Mohit | Director | Open Market Sale | -57.286 | 3,50 | -200.598,39 | -19,4% | |
| 2026-04-09 | Chernett Jorey | 10% Owner | Open Market Purchase | 20.000 | 3,10 | 62.000,00 | +6,0% | |
| 2026-03-27 | Chernett Jorey | 10% Owner | Open Market Purchase | 27.429 | 2,96 | 81.189,84 | +7,8% | |
| 2026-03-26 | Chernett Jorey | 10% Owner | Open Market Purchase | 50.000 | 3,15 | 157.500,00 | +15,2% | |
| 2026-03-24 | Chernett Jorey | 10% Owner | Open Market Purchase | 125.000 | 3,11 | 388.750,00 | +37,5% | |
| 2026-03-20 | Chernett Jorey | 10% Owner | Open Market Purchase | 25.000 | 3,35 | 83.750,00 | +8,1% | |
| 2026-03-17 | Chernett Jorey | 10% Owner | Open Market Purchase | 75.000 | 3,42 | 256.500,00 | +24,8% | |
| 2026-03-16 | Chernett Jorey | 10% Owner | Open Market Purchase | 60.985 | 3,29 | 200.640,65 | +19,4% | |
| 2026-03-13 | Chernett Jorey | 10% Owner | Open Market Purchase | 263.000 | 2,92 | 767.960,00 | +74,1% | |
| 2026-01-02 | Carter Robert Ross | Officer, Chief Financial Officer | Open Market Sale | -247 | 3,56 | -879,32 | -0,1% | |
| 2025-12-15 | Hively Brad | Director | Open Market Sale | -13.333 | 3,77 | -50.290,74 | -4,9% | |
| 2025-11-18 | Pacala Mark L | Director | Open Market Sale | -2.160 | 4,00 | -8.640,00 | -0,8% | |
| 2025-11-18 | Pacala Mark L | Director | Open Market Sale | -46.630 | 4,00 | -186.520,00 | -18,0% | |
| 2025-11-18 | Pacala Mark L | Director | Open Market Sale | -1.210 | 4,00 | -4.840,00 | -0,5% | |
| 2025-09-04 | M33 Growth I L.P. | Director, 10% Owner | Open Market Sale | -681.832 | 3,09 | -2.106.860,88 | -203,3% | |
| 2025-09-04 | M33 Growth I L.P. | Director, 10% Owner | Open Market Sale | -6.018.168 | 3,09 | -18.596.139,12 | -1794,7% | |
| 2025-08-19 | Hively Brad | Director | Open Market Sale | -20.221 | 4,06 | -82.097,26 | -7,9% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 4.748.635 | 0 | 4.748.635 | 16.905.141 | Neu | +100,0% | |
| BlackRock, Inc. | 4.415.867 | 3.905.333 | 510.534 | 13.556.712 | Aufgestockt | +13,1% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.476.781 | 0 | 3.476.781 | 10.673.718 | Neu | +100,0% | |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 3.360.052 | 3.360.052 | 0 | 10.315.360 | Unverändert | 0,0% | |
| Kanen Wealth Management LLC | 2.777.858 | 2.976.144 | -198.286 | 8.528.024 | Reduziert | -6,7% | |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 2.464.359 | 2.459.809 | 4.550 | 7.565.582 | Aufgestockt | +0,2% | |
| CITADEL ADVISORS LLC | 2.354.667 | 477.100 | 1.877.567 | 7.228.828 | Aufgestockt | +393,5% | |
| BALYASNY ASSET MANAGEMENT L.P. | 1.826.370 | 4.781.537 | -2.955.167 | 5.606.956 | Reduziert | -61,8% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.757.847 | 1.570.454 | 187.393 | 5.397.829 | Aufgestockt | +11,9% | |
| WEXFORD CAPITAL LP | 1.711.323 | 1.533.456 | 177.867 | 5.253.762 | Aufgestockt | +11,6% | |
| CenterBook Partners LP | 1.568.423 | 3.029.312 | -1.460.889 | 4.815.059 | Reduziert | -48,2% | |
| STATE STREET CORP | 1.461.454 | 1.351.624 | 109.830 | 4.486.664 | Aufgestockt | +8,1% | |
| GOLDMAN SACHS GROUP INC | 1.351.899 | 570.424 | 781.475 | 4.150.330 | Aufgestockt | +137,0% | |
| BRC Group Holdings, Inc. | 929.734 | 663.376 | 266.358 | 2.854.283 | Aufgestockt | +40,2% | |
| RENAISSANCE TECHNOLOGIES LLC | 902.809 | 721.900 | 180.909 | 2.771.624 | Aufgestockt | +25,1% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 726.669 | 962.550 | -235.881 | 2.230.874 | Reduziert | -24,5% | |
| JANE STREET GROUP, LLC | 628.894 | 1.142.415 | -513.521 | 1.930.704 | Reduziert | -45,0% | |
| Ensign Peak Advisors, Inc | 626.852 | 0 | 626.852 | 1.924.436 | Neu | +100,0% | |
| UBS Group AG | 574.652 | 287.686 | 286.966 | 1.764.182 | Aufgestockt | +99,7% | |
| NORTHERN TRUST CORP | 558.455 | 499.244 | 59.211 | 1.714.457 | Aufgestockt | +11,9% | |
| FourWorld Capital Management LLC | 499.196 | 0 | 499.196 | 1.532.532 | Neu | +100,0% | |
| Massar Capital Management, LP | 400.000 | 0 | 400.000 | 1.424.000 | Neu | +100,0% | |
| Dauntless Investment Group, LLC | 462.057 | 0 | 462.057 | 1.418.515 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 386.778 | 0 | 386.778 | 1.376.930 | Neu | +100,0% | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 419.423 | 155.724 | 263.699 | 1.287.629 | Aufgestockt | +169,3% | |
| GatePass Capital, LLC | 360.000 | 0 | 360.000 | 1.281.600 | Neu | +100,0% | |
| FreeGulliver LLC | 355.672 | 0 | 355.672 | 1.266.192 | Neu | +100,0% | |
| MARSHALL WACE, LLP | 342.265 | 180.300 | 161.965 | 1.050.753 | Aufgestockt | +89,8% | |
| TWO SIGMA INVESTMENTS, LP | 307.754 | 262.050 | 45.704 | 944.805 | Aufgestockt | +17,4% | |
| Maven Securities LTD | 251.128 | 0 | 251.128 | 894.016 | Neu | +100,0% | |
| Mount Lucas Management LP | 250.000 | 250.000 | 0 | 767.500 | Unverändert | 0,0% | |
| Centiva Capital, LP | 224.245 | 0 | 224.245 | 688.432 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 214.915 | 208.265 | 6.650 | 659.789 | Aufgestockt | +3,2% | |
| Informed Momentum Co LLC | 182.509 | 0 | 182.509 | 649.732 | Neu | +100,0% | |
| TIFF ADVISORY SERVICES, LLC | 195.469 | 195.569 | -100 | 564.905 | Reduziert | -0,1% | |
| MORGAN STANLEY | 171.940 | 222.053 | -50.113 | 527.855 | Reduziert | -22,6% | |
| BOOTHBAY FUND MANAGEMENT, LLC | 137.792 | 85.230 | 52.562 | 423.021 | Aufgestockt | +61,7% | |
| ExodusPoint Capital Management, LP | 117.326 | 0 | 117.326 | 417.681 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 131.522 | 193.141 | -61.619 | 403.773 | Reduziert | -31,9% | |
| SEI INVESTMENTS CO | 111.553 | 0 | 111.553 | 397.129 | Neu | +100,0% | |
| Cetera Investment Advisers | 128.195 | 24.287 | 103.908 | 393.559 | Aufgestockt | +427,8% | |
| Jump Financial, LLC | 116.430 | 25.279 | 91.151 | 357.440 | Aufgestockt | +360,6% | |
| T3 Companies, LLC | 111.900 | 201.100 | -89.200 | 343.533 | Reduziert | -44,4% | |
| State of Wyoming | 103.617 | 106.673 | -3.056 | 318.104 | Reduziert | -2,9% | |
| KINGSWOOD WEALTH ADVISORS, LLC | 103.200 | 98.700 | 4.500 | 316.824 | Aufgestockt | +4,6% | |
| Nuveen, LLC | 95.264 | 76.672 | 18.592 | 292.460 | Aufgestockt | +24,2% | |
| Private Advisor Group, LLC | 94.170 | 62.222 | 31.948 | 289.104 | Aufgestockt | +51,3% | |
| XTX Topco Ltd | 90.346 | 46.522 | 43.824 | 277.362 | Aufgestockt | +94,2% | |
| HighTower Advisors, LLC | 83.919 | 85.851 | -1.932 | 257.631 | Reduziert | -2,3% | |
| Lee Financial Co | 81.362 | 81.362 | 0 | 249.782 | Unverändert | 0,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.415.867 | 3.905.333 | +13,1% | 13.556.712 | 11,14 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.476.781 | 0 | +100,0% | 10.673.718 | 8,77 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | 3.360.052 | 3.360.052 | 0,0% | 10.315.360 | 8,47 |
| Kanen Wealth Management LLC | 2.777.858 | 2.976.144 | -6,7% | 8.528.024 | 7,01 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 2.464.359 | 2.459.809 | +0,2% | 7.565.582 | 6,22 |
| CITADEL ADVISORS LLC | 2.354.667 | 477.100 | +393,5% | 7.228.828 | 5,94 |
| BALYASNY ASSET MANAGEMENT L.P. | 1.826.370 | 4.781.537 | -61,8% | 5.606.956 | 4,61 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.757.847 | 1.570.454 | +11,9% | 5.397.829 | 4,43 |
| WEXFORD CAPITAL LP | 1.711.323 | 1.533.456 | +11,6% | 5.253.762 | 4,32 |
| CenterBook Partners LP | 1.568.423 | 3.029.312 | -48,2% | 4.815.059 | 3,96 |
| STATE STREET CORP | 1.461.454 | 1.351.624 | +8,1% | 4.486.664 | 3,69 |
| GOLDMAN SACHS GROUP INC | 1.351.899 | 570.424 | +137,0% | 4.150.330 | 3,41 |
| BRC Group Holdings, Inc. | 929.734 | 663.376 | +40,2% | 2.854.283 | 2,34 |
| RENAISSANCE TECHNOLOGIES LLC | 902.809 | 721.900 | +25,1% | 2.771.624 | 2,28 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 726.669 | 962.550 | -24,5% | 2.230.874 | 1,83 |
| JANE STREET GROUP, LLC | 628.894 | 1.142.415 | -45,0% | 1.930.704 | 1,59 |
| Ensign Peak Advisors, Inc | 626.852 | 0 | +100,0% | 1.924.436 | 1,58 |
| UBS Group AG | 574.652 | 287.686 | +99,7% | 1.764.182 | 1,45 |
| NORTHERN TRUST CORP | 558.455 | 499.244 | +11,9% | 1.714.457 | 1,41 |
| FourWorld Capital Management LLC | 499.196 | 0 | +100,0% | 1.532.532 | 1,26 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 113 | 44,6 | 137 |
| 31.12.2025 | ✓ | 117 | 42,9 | 142 |
| 30.09.2025 | ✓ | 109 | 35,2 | 122 |
| 30.06.2025 | ✓ | 77 | 32,7 | 67 |
| 31.03.2025 | ✓ | 42 | 17,2 | 20 |
| 31.12.2024 | ✓ | 30 | 14,6 | 5 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| GatePass Capital, LLC | 360.000 | 1.281.600 |
| T3 Companies, LLC | 201.100 | 715.916 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 155.724 | 554.377 |
| SEI INVESTMENTS CO | 111.553 | 397.129 |
| Creative Planning | 78.633 | 279.933 |
| Point72 Asset Management, L.P. | 69.275 | 246.619 |
| GROUP ONE TRADING LLC | 62.140 | 221.218 |
| Caption Management, LLC | 50.100 | 178.356 |
| XTX Topco Ltd | 46.522 | 165.618 |
| nVerses Capital, LLC | 31.595 | 112.478 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | 4.781.537 | 2.263.200 | +89.9 % | 17.022.272 |
| JOSH ARNOLD INVESTMENT CONSULTANT, LLC | 2.459.809 | 2.255.559 | +1104.3 % | 8.756.920 |
| Kanen Wealth Management LLC | 2.976.144 | 1.134.043 | +61.6 % | 10.712 |
| JANE STREET GROUP, LLC | 1.142.415 | 885.627 | +344.9 % | 4.066.998 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 962.550 | 770.850 | +402.1 % | 3.426.678 |
| BlackRock, Inc. | 3.905.333 | 470.458 | +13.7 % | 13.902.986 |
| CITADEL ADVISORS LLC | 477.100 | 367.339 | +334.7 % | 1.698.476 |
| JPMORGAN CHASE & CO | 386.778 | 362.349 | +1483.3 % | 1.376.930 |
| CenterBook Partners LP | 3.029.312 | 324.662 | +12.0 % | 10.784.351 |
| STATE STREET CORP | 1.351.624 | 221.599 | +19.6 % | 4.811.781 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| UBS Group AG | 287.686 | -768.176 | -72.8 % | 1.024.162 |
| MILLENNIUM MANAGEMENT LLC | 193.141 | -757.860 | -79.7 % | 687.582 |
| TIFF ADVISORY SERVICES, LLC | 195.569 | -661.059 | -77.2 % | 696.226 |
| BOOTHBAY FUND MANAGEMENT, LLC | 85.230 | -162.654 | -65.6 % | 303.419 |
| BRC Group Holdings, Inc. | 663.376 | -148.170 | -18.3 % | 2.361.619 |
| GOLDMAN SACHS GROUP INC | 570.424 | -111.219 | -16.3 % | 2.030.709 |
| Squarepoint Ops LLC | 61.764 | -80.790 | -56.7 % | 219.880 |
| NATIONAL BANK OF CANADA /FI/ | 17.733 | -73.708 | -80.6 % | 62.951 |
| Jump Financial, LLC | 25.279 | -58.121 | -69.7 % | 89.993 |
| DEUTSCHE BANK AG\ | 47.848 | -40.633 | -45.9 % | 170.339 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 15.05.2026 | M33 Growth I GP LLC | Aktivist (13D/A) | 4,94 % | 5.002.656 | -0,52 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this Sc… |
| 15.05.2026 | TOI M, LLC | Aktivist (13D/A) | Ausstieg | 0 | 0,00 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this Sc… |
| 15.05.2026 | M33 Growth I L.P. | Aktivist (13D/A) | 4,94 % | 5.002.656 | Neu | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this Sc… |
| 16.03.2026 | Chernett Jorey | Passiv (13G/A) | 10,20 % | 10.115.944 | +5,00 pp | |
| 15.01.2026 | Chernett Jorey | Passiv (13G) | 5,20 % | 5.114.944 | Neu | |
| 20.11.2025 | M33 Growth I GP LLC | Aktivist (13D/A) | 5,46 % | 6.802.656 | -4,33 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this Sc… |
| 20.11.2025 | TOI M, LLC | Aktivist (13D/A) | Ausstieg | 0 | -0,63 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this Sc… |
| 20.11.2025 | M33 Growth I LP | Aktivist (13D/A) | 5,46 % | 6.802.656 | -4,33 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this Sc… |
| 05.09.2025 | TOI M, LLC | Aktivist (13D/A) | 0,63 % | 590.892 | -1,14 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this St… |
| 05.09.2025 | M33 Growth I LP | Aktivist (13D/A) | 9,79 % | 9.290.838 | -10,20 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this St… |
| 05.09.2025 | M33 Growth I GP LLC | Aktivist (13D/A) | 9,79 % | 9.290.838 | -10,20 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this St… |
| 24.06.2025 | FOG Ventures Investments, LLC | Passiv (13G/A) | Ausstieg | 0 | -6,20 pp | |
| 24.06.2025 | Daniel Murillo | Passiv (13G/A) | Ausstieg | 0 | -6,20 pp | |
| 23.04.2025 | OncologyCare Partners, LLC | Aktivist (13D/A) | 4,70 % | 4.109.771 | -0,80 pp | Item 4 is hereby supplemented as follows: On August 31, 2023, Mr. Sarin resigned, effec… |
| 23.04.2025 | Ravi Sarin | Aktivist (13D/A) | 4,70 % | 4.109.771 | -0,80 pp | Item 4 is hereby supplemented as follows: On August 31, 2023, Mr. Sarin resigned, effec… |
| 28.03.2025 | TOI M, LLC | Aktivist (13D/A) | 1,77 % | 1.552.580 | -0,33 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this S… |
| 28.03.2025 | M33 Growth I LP | Aktivist (13D/A) | 19,99 % | 17.543.172 | +1,39 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this S… |
| 28.03.2025 | M33 Growth I GP LLC | Aktivist (13D/A) | 19,99 % | 17.543.172 | +1,39 pp | Item 4 is hereby supplemented as follows: The information set forth in Item 3 of this S… |
| 06.12.2024 | Abigail P. Johnson | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 06.12.2024 | FMR LLC | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 20.08.2024 | Havencrest Healthcare Partners GP, LLC | Aktivist (13D/A) | 0,33 % | 1 | Neu | |
| 20.08.2024 | TOI HC I, LLC | Aktivist (13D/A) | 0,13 % | 1 | Neu | |
| 20.08.2024 | Havencrest Healthcare Partners, L.P. | Aktivist (13D/A) | 0,13 % | 1 | Neu | |
| 02.01.2024 | TOI HC I, LLC | Aktivist (13D/A) | 11,93 % | 1 | -6,97 pp | |
| 02.01.2024 | Havencrest Healthcare Partners GP, LLC | Aktivist (13D/A) | 12,04 % | 1 | -6,86 pp | |
| 02.01.2024 | Havencrest Healthcare Partners, L.P. | Aktivist (13D/A) | 11,93 % | 1 | -6,97 pp | |
| 03.04.2023 | Jimmy Holdings, Inc. | Passiv (13G/A) | 4,40 % | 3.312.216 | -0,90 pp | |
| 03.04.2023 | Richy Agajanian | Passiv (13G/A) | 4,80 % | 3.565.652 | -0,90 pp | |
| 10.01.2023 | Jimmy Holdings, Inc. | Passiv (13G/A) | 5,30 % | 3.866.433 | -4,90 pp | |
| 10.01.2023 | Richy Agajanian | Passiv (13G/A) | 5,70 % | 4.119.869 | -5,23 pp | |
| 07.11.2022 | TOI HC I, LLC | Aktivist (13D/A) | 18,90 % | 1 | -1,10 pp | |
| 07.11.2022 | Havencrest Healthcare Partners GP, LLC | Aktivist (13D/A) | 18,90 % | 1 | -1,10 pp | |
| 07.11.2022 | Havencrest Healthcare Partners, L.P. | Aktivist (13D/A) | 18,90 % | 1 | -1,10 pp | |
| 26.09.2022 | TOI M, LLC | Aktivist (13D/A) | 2,10 % | 1.552.580 | 0,00 pp | |
| 26.09.2022 | M33 Growth I GP LLC | Aktivist (13D/A) | 18,60 % | 13.703.803 | +0,50 pp | |
| 26.09.2022 | M33 Growth I LP | Aktivist (13D/A) | 18,60 % | 13.703.803 | +0,50 pp | |
| 21.09.2022 | TOI HC I, LLC | Aktivist (13D/A) | 20,00 % | 1 | -1,00 pp | |
| 21.09.2022 | Havencrest Healthcare Partners GP, LLC | Aktivist (13D/A) | 20,00 % | 1 | -1,00 pp | |
| 21.09.2022 | Havencrest Healthcare Partners, L.P. | Aktivist (13D/A) | 20,00 % | 1 | -1,00 pp | |
| 12.07.2022 | TOI M, LLC | Aktivist (13D/A) | 2,10 % | 1.552.580 | Neu |
Stammdaten
The Oncology Institute, Inc., ein Onkologie-Unternehmen, erbringt medizinische Onkologie-Dienstleistungen in den Vereinigten Staaten. Seine Dienstleistungen umfassen Arztdienstleistungen, interne Infusions- und Apothekendienste, klinische Versuchsdienste, Strahlentherapie, ambulante Stammzelltransplantations- und Transfusionsprogramme sowie Patientenunterstützung. Das Unternehmen bietet und verwaltet auch klinische Versuchsdienste wie die Verwaltung klinischer Versuche, Palliativcare-Programme und Stammzelltransplantationsdienste. Es bedient erwachsene und ältere Krebspatienten. Das Unternehmen betreibt 67 Klinikstandorte. The Oncology Institute, Inc. wurde 2007 gegründet und hat seinen Sitz in Cerritos, Kalifornien.
Unternehmen & Branche
| Name | Oncology Institute, Inc. |
|---|---|
| Ticker | TOI |
| CIK | 0001799191 |
| Boerse | Nasdaq |
| Sektor | Healthcare |
| Industrie | Medical - Care Facilities |
| SIC | 8011 · Services-Offices & Clinics of Doctors of Medicine |
Wertpapier & Kennzahlen
| CUSIP | 68236X100 |
|---|---|
| ISIN | US68236X1000 |
| Typ | Common Stock |
| Marktkapitalisierung | 507,2 Mio. USD |
| Beta | 0,31 |
Bewertung
| KUV (P/S) | 1,01 vs. 3,52 (2021) ▼ |
|---|---|
| FCF-Rendite | -5,5 % vs. -5,0 % (2021) ▼ |
Qualität & Bilanz
| Operative Marge | -7,2 % vs. -22,6 % (2021) ▲ |
|---|---|
| Nettomarge | -12,1 % vs. -5,4 % (2021) ▼ |
| ROIC | -68,8 % vs. -10,5 % (2021) ▼ |
| Zinsdeckungsgrad | -3,2 vs. -143,3 (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 6,86 | 0,98 | 2,65 | 6,52 | – | |
| KUV (P/S) | 3,52 | 0,48 | 0,47 | 0,06 | 0,70 | |
| FCF-Rendite | -5,0 % | -55,7 % | -27,0 % | -129,6 % | -7,9 % | |
| Buyback-Rendite | 0,0 % | 7,4 % | 0,7 % | 0,0 % | – | |
| Qualität & Bilanz | ||||||
| Operative Marge | -22,6 % | -32,5 % | -23,8 % | -15,3 % | -7,2 % | |
| Nettomarge | -5,4 % | 0,1 % | -25,6 % | -16,4 % | -12,1 % | |
| ROIC | -10,5 % | 0,1 % | -47,0 % | -51,0 % | -68,8 % | |
| Zinsdeckungsgrad | -143,3 | – | -11,4 | -8,0 | -3,2 | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 147.441.000 | -2.492.000 | -0,02 | 168.230.000 | -16.285.000 |
| 2025-12-31 | 10-K | 502.729.000 | -60.606.000 | -0,54 | 164.656.000 | -15.720.000 |
| 2025-09-30 | 10-Q | 136.564.000 | -16.504.000 | -0,14 | 163.619.000 | -12.274.000 |
| 2025-06-30 | 10-Q | 119.802.000 | -17.009.000 | -0,15 | 159.798.000 | -8.985.000 |
| 2025-03-31 | 10-Q | 104.406.000 | -19.585.000 | -0,21 | 164.002.000 | 5.069.000 |
| 2024-12-31 | 10-K | 393.412.000 | -64.663.000 | -0,71 | 172.717.000 | 3.589.000 |
| 2024-09-30 | 10-Q | 99.901.000 | -16.113.000 | -0,18 | 179.183.000 | 15.482.000 |
| 2024-06-30 | 10-Q | 98.578.000 | -15.479.000 | -0,17 | 179.602.000 | 29.206.000 |
| 2024-03-31 | 10-Q | 94.666.000 | -19.889.000 | -0,22 | 204.532.000 | 41.296.000 |
| 2023-12-31 | 10-K | 324.239.000 | -83.068.000 | -0,92 | 209.240.000 | 57.025.000 |
| 2023-09-30 | 10-Q | 82.035.000 | -17.419.000 | -0,19 | 218.353.000 | 71.849.000 |
| 2023-06-30 | 10-Q | 80.224.000 | -16.897.000 | -0,19 | 229.959.000 | 84.722.000 |
| 2023-03-31 | 10-Q | 76.192.000 | -29.998.000 | -0,33 | 234.633.000 | 98.406.000 |
| 2022-12-31 | 10-K | 252.483.000 | 152.000 | -0,21 | 261.665.000 | 123.175.000 |
| 2022-09-30 | 10-Q | 64.977.000 | -2.674.000 | -0,17 | 283.802.000 | 127.934.000 |
| 2022-06-30 | 10-Q | 60.921.000 | -5.453.000 | -0,06 | 189.740.000 | 123.983.000 |
| 2022-03-31 | 10-Q | 55.161.000 | 19.286.000 | 0,21 | 206.512.000 | 131.998.000 |
| 2021-12-31 | 10-K | 203.003.000 | -10.927.000 | -0,16 | 203.439.000 | 104.159.000 |
| 2021-09-30 | 10-Q | 52.275.000 | -2.980.000 | -0,05 | 230.299.733 | 47.533.000 |
| 2021-09-30 | 10-Q/A | -432.034 | 230.299.733 | -24.902.585 |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Health Care Specialty Pharmacy | 269,2 Mio. | – | – | – | – | 36,8 % | Neu | |
| Health Care Patient Service | 229,0 Mio. | 204,9 Mio. | 213,5 Mio. | 166,8 Mio. | 124,1 Mio. | 31,3 % | +11,8% | |
| Fee For Service | 148,5 Mio. | 136,2 Mio. | 143,1 Mio. | 105,4 Mio. | 69,8 Mio. | 20,3 % | +9,0% | |
| Capitated Revenue | 80,5 Mio. | 68,7 Mio. | 70,4 Mio. | 61,3 Mio. | 54,3 Mio. | 11,0 % | +17,2% | |
| Clinical Research Trials And Other Revenue | 4,6 Mio. | 8,6 Mio. | 6,9 Mio. | 6,4 Mio. | 6,4 Mio. | 0,6 % | -47,0% | |
| Dispensary Revenue | – | 179,9 Mio. | 103,8 Mio. | 79,3 Mio. | 72,6 Mio. | – | – |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | 147,4 Mio. USD | -0,02 |
| Q3 2025 | 30.09.2025 | 13.11.2025 | 136,6 Mio. USD | -0,14 |
| Q2 2025 | 30.06.2025 | 13.11.2025 | 119,8 Mio. USD | -0,15 |
| Q1 2025 | 31.03.2025 | 07.05.2026 | 104,4 Mio. USD | -0,21 |
| Q3 2024 | 30.09.2024 | 13.11.2025 | 99,9 Mio. USD | -0,18 |
| Q2 2024 | 30.06.2024 | 13.11.2025 | 98,6 Mio. USD | -0,17 |
| Q1 2024 | 31.03.2024 | 13.11.2025 | 94,7 Mio. USD | -0,22 |
| Q3 2023 | 30.09.2023 | 13.11.2024 | 82,0 Mio. USD | -0,19 |
| Q2 2023 | 30.06.2023 | 13.11.2024 | 80,2 Mio. USD | -0,19 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | 31.03.2026 | 37 Tage | SEC » |
| 12.03.2026 | 10-K | 31.12.2025 | 71 Tage | SEC » |
| 13.11.2025 | 10-Q | 30.09.2025 | 44 Tage | SEC » |
| 13.08.2025 | 10-Q | 30.06.2025 | 44 Tage | SEC » |
| 14.05.2025 | 10-Q | 31.03.2025 | 44 Tage | SEC » |
| 26.03.2025 | 10-K | 31.12.2024 | 85 Tage | SEC » |
| 13.11.2024 | 10-Q | 30.09.2024 | 44 Tage | SEC » |
| 13.08.2024 | 10-Q | 30.06.2024 | 44 Tage | SEC » |
| 22.05.2024 | 10-K/A | 31.12.2023 | 143 Tage | SEC » |
| 22.05.2024 | 10-Q/A | 31.03.2024 | 52 Tage | SEC » |
| 14.05.2024 | 10-Q | 31.03.2024 | 44 Tage | SEC » |
| 22.04.2024 | 10-K/A | 31.12.2023 | 113 Tage | SEC » |
| 28.03.2024 | 10-K | 31.12.2023 | 88 Tage | SEC » |
| 08.11.2023 | 10-Q | 30.09.2023 | 39 Tage | SEC » |
| 09.08.2023 | 10-Q | 30.06.2023 | 40 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 16.03.2023 | 10-K | 31.12.2022 | 75 Tage | SEC » |
| 09.11.2022 | 10-Q | 30.09.2022 | 40 Tage | SEC » |
| 09.08.2022 | 10-Q | 30.06.2022 | 40 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 11.03.2022 | 10-K | 31.12.2021 | 70 Tage | SEC » |
| 14.12.2021 | 10-K/A | 31.12.2020 | 348 Tage | SEC » |
| 14.12.2021 | 10-Q/A | 30.09.2021 | 75 Tage | SEC » |
| 08.11.2021 | 10-Q | 30.09.2021 | 39 Tage | SEC » |
| 16.08.2021 | 10-Q | 30.06.2021 | 47 Tage | SEC » |
| 28.05.2021 | 10-Q | 31.03.2021 | 58 Tage | SEC » |
| 24.05.2021 | 10-K/A | 31.12.2020 | 144 Tage | SEC » |
| 30.03.2021 | 10-K | 31.12.2020 | 89 Tage | SEC » |
| 13.11.2020 | 10-Q | 30.09.2020 | 44 Tage | SEC » |
| 13.08.2020 | 10-Q | 30.06.2020 | 44 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 23.02.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Act. ☐. Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain… |
| 07.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | e Exchange Act. ☐. Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 23.09.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.09.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 01.09.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Section 13(a) of the Exchange Act. o Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 22.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | to Section 13(a) of the Exchange Act. Item 5.02. Departure of Directors or Certain Officers; Election of Directors… |
| 01.12.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 05.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 07.03.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 09.12.2021 | Item 4.02 — Bilanzkorrekturen | EXTREM | SEC | Item 4.02. Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim… |
| 18.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 18.05.2021 | Item 4.02 — Bilanzkorrekturen | EXTREM | SEC | Item 4.02 Non-Reliance on Previously Issued Financial Statements or a Related Audit Report or Completed Interim Review… |
| 13.03.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-11 | 519 | 4,00 | 2.076 |
| 2026-05-04 | 1.996 | 4,05 | 8.084 |
| 2026-04-21 | 17.106 | 3,52 | 60.213 |
| 2026-04-20 | 15.623 | 3,54 | 55.305 |
| 2026-04-17 | 7.619 | 3,54 | 26.971 |
| 2026-04-16 | 1.565 | 3,43 | 5.368 |
| 2026-04-15 | 20.418 | 3,38 | 69.013 |
| 2026-04-13 | 31.533 | 3,08 | 97.122 |
| 2026-04-10 | 18.591 | 3,11 | 57.818 |
| 2026-04-09 | 88.124 | 3,10 | 273.184 |
| 2026-04-06 | 3.838 | 3,12 | 11.975 |
| 2026-04-02 | 1.277 | 3,14 | 4.010 |
| 2026-03-31 | 51 | 2,83 | 144 |
| 2026-03-27 | 8.112 | 3,10 | 25.147 |
| 2026-03-26 | 2 | 3,12 | 6 |
| 2026-03-25 | 1.067 | 3,13 | 3.340 |
| 2026-03-23 | 280 | 3,32 | 930 |
| 2026-03-19 | 16.863 | 3,60 | 60.707 |
| 2026-03-18 | 26.997 | 3,59 | 96.919 |
| 2026-03-13 | 69.549 | 2,62 | 182.218 |
| 2026-03-10 | 6 | 2,73 | 16 |
| 2026-03-09 | 97.525 | 2,78 | 271.120 |
| 2026-03-06 | 10.210 | 2,85 | 29.099 |
| 2026-03-02 | 17.382 | 2,89 | 50.234 |
| 2026-02-26 | 4 | 2,86 | 11 |
| 2026-02-25 | 4 | 2,58 | 10 |
| 2026-02-24 | 8.017 | 2,55 | 20.443 |
| 2026-02-23 | 29.346 | 2,56 | 75.126 |
| 2026-02-20 | 56.892 | 2,60 | 147.919 |
| 2026-02-19 | 42.028 | 2,60 | 109.273 |
| 2026-02-18 | 163.150 | 2,66 | 433.979 |
| 2026-02-17 | 20.328 | 2,51 | 51.023 |
| 2026-02-11 | 3.461 | 2,68 | 9.275 |
| 2026-02-10 | 280.400 | 2,68 | 751.472 |
| 2026-02-06 | 24.966 | 2,45 | 61.167 |
| 2026-02-05 | 26.239 | 2,59 | 67.959 |
| 2026-02-04 | 58.180 | 2,73 | 158.831 |
| 2026-02-03 | 509 | 2,68 | 1.364 |
| 2026-02-02 | 1.622 | 2,71 | 4.396 |
| 2026-01-30 | 10.242 | 2,86 | 29.292 |
| 2026-01-29 | 5.836 | 3,00 | 17.508 |
| 2026-01-27 | 17.794 | 3,18 | 56.585 |
| 2026-01-22 | 2.797 | 3,37 | 9.426 |
| 2026-01-20 | 58.628 | 3,35 | 196.404 |
| 2026-01-16 | 412 | 3,36 | 1.384 |
| 2026-01-15 | 993 | 3,35 | 3.327 |
| 2026-01-12 | 450 | 4,18 | 1.881 |
| 2026-01-06 | 6.070 | 3,92 | 23.794 |
| 2025-12-31 | 8.600 | 3,65 | 31.390 |
| 2025-12-30 | 2.894 | 3,65 | 10.563 |
| 2025-12-29 | 13.642 | 3,64 | 49.657 |
| 2025-12-26 | 21.828 | 3,52 | 76.835 |
| 2025-12-24 | 10.574 | 3,38 | 35.740 |
| 2025-12-23 | 3.202 | 3,39 | 10.855 |
| 2025-12-17 | 204 | 3,84 | 783 |