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Oracle Investment Management’s Opko Health OPK Stock Holding History

Oracle Investment 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
Q3 		– Sell
-236,800
Closed -$514K – 27
2023
Q2 		$514K Sell
236,800
-377,500
-61% -$591K 0.38% 26
2023
Q1 		$313K Buy
+614,300
New +$791K 0.3% 21
2021
Q4 		– Sell
-473,800
Closed -$145K – 42
2021
Q3 		$145K Buy
+473,800
New +$1.76M 0.02% 37

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

Oracle Investment Management's OPK Position: Q4 2023 in Review

Oracle Investment Management sold out of Opko Health (OPK) in Q4 2023, closing a stake of 450,564 shares — an estimated $721K sold.

Oracle Investment Management first reported a position in OPK in Q2 2013 and held it in 42 quarters. The position peaked at $79.7M in Q2 2015. 218 funds tracked by Wall St. Rank hold OPK as of Q4 2023.

  • Oracle Investment Management reported no remaining Opko Health position as of Q4 2023 after selling out during the quarter.
  • Oracle Investment Management sold 450,564 Opko Health shares in Q4 2023, an estimated $721K.
  • Oracle Investment Management first reported a position in Opko Health in Q2 2013 and held it in 42 quarters.
  • Oracle Investment Management's Opko Health position peaked at $79.7M in Q2 2015.
  • 218 funds tracked by Wall St. Rank held Opko Health as of Q4 2023.

Based on Oracle Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.