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Polar Capital Holdings’s OptimizeRx OPRX Stock Holding History

Polar Capital Holdings’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,028
Closed -$601 – 460
2021
Q3 		$601 Sell
7,028
-3,140
-31% -$197K ﹤0.01% 333
2021
Q2 		$629 Buy
+10,168
New +$517K ﹤0.01% 333

Other funds holding OPRX

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

Polar Capital Holdings's OPRX Position: Q4 2021 in Review

Polar Capital Holdings sold out of OptimizeRx (OPRX) in Q4 2021, closing a stake of 7,028 shares — an estimated $601 sold.

Polar Capital Holdings first reported a position in OPRX in Q2 2021 and held it in 2 quarters. The position peaked at $629 in Q2 2021. 180 funds tracked by Wall St. Rank hold OPRX as of Q4 2021.

  • Polar Capital Holdings reported no remaining OptimizeRx position as of Q4 2021 after selling out during the quarter.
  • Polar Capital Holdings sold 7,028 OptimizeRx shares in Q4 2021, an estimated $601.
  • Polar Capital Holdings first reported a position in OptimizeRx in Q2 2021 and held it in 2 quarters.
  • Polar Capital Holdings's OptimizeRx position peaked at $629 in Q2 2021.
  • 180 funds tracked by Wall St. Rank held OptimizeRx as of Q4 2021.

Based on Polar Capital Holdings's 13F filing for Q4 2021, filed 14 Feb 2022.