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Daniel Loeb’s Option Care Health OPCH Stock Holding History

Daniel Loeb’s Portfolio OPCH Stock Details OPCH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,450,659
Closed -$176M – 41
2023
Q3 		$176M Buy
5,450,659
+1,950,659
+56% +$65.8M 2.67% 13
2023
Q2 		$114M Buy
+3,500,000
New +$106M 1.67% 22
2021
Q4 		– Sell
-200,000
Closed -$4.85M – 101
2021
Q3 		$4.85M Buy
+200,000
New +$4.64M 0.03% 88

Other funds holding OPCH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Daniel Loeb's OPCH Position: Q4 2023 in Review

Daniel Loeb sold out of Option Care Health (OPCH) in Q4 2023, closing a stake of 5,450,659 shares — an estimated $176M sold.

Daniel Loeb first reported a position in OPCH in Q3 2021 and held it in 3 quarters. The position peaked at $176M in Q3 2023. 351 funds tracked by Wall St. Rank hold OPCH as of Q4 2023.

  • Daniel Loeb reported no remaining Option Care Health position as of Q4 2023 after selling out during the quarter.
  • Daniel Loeb sold 5,450,659 Option Care Health shares in Q4 2023, an estimated $176M.
  • Daniel Loeb first reported a position in Option Care Health in Q3 2021 and held it in 3 quarters.
  • Daniel Loeb's Option Care Health position peaked at $176M in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Option Care Health as of Q4 2023.

Based on Third Point's 13F filing for Q4 2023, filed 14 Feb 2024.