Jacobs Levy Equity Management
OPK icon

Jacobs Levy Equity Management’s Opko Health OPK Stock Holding History

Jacobs Levy Equity Management’s Portfolio OPK Stock Details OPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-956,571
Closed -$1.53M – 1056
2023
Q3 		$1.53M Buy
+956,571
New +$1.74M 0.01% 606
2020
Q1 		– Sell
-1,095,334
Closed -$1.61M – 1065
2019
Q4 		$1.61M Buy
+1,095,334
New +$1.83M 0.02% 582

Other funds holding OPK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jacobs Levy Equity Management's OPK Position: Q4 2023 in Review

Jacobs Levy Equity Management sold out of Opko Health (OPK) in Q4 2023, closing a stake of 956,571 shares — an estimated $1.53M sold.

Jacobs Levy Equity Management first reported a position in OPK in Q4 2019 and held it in 2 quarters. The position peaked at $1.61M in Q4 2019. 218 funds tracked by Wall St. Rank hold OPK as of Q4 2023.

  • Jacobs Levy Equity Management reported no remaining Opko Health position as of Q4 2023 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 956,571 Opko Health shares in Q4 2023, an estimated $1.53M.
  • Jacobs Levy Equity Management first reported a position in Opko Health in Q4 2019 and held it in 2 quarters.
  • Jacobs Levy Equity Management's Opko Health position peaked at $1.61M in Q4 2019.
  • 218 funds tracked by Wall St. Rank held Opko Health as of Q4 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q4 2023, filed 14 Feb 2024.