Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Zurich Cantonal Bank’s
OptimizeRx
OPRX
Stock Holding History
Zurich Cantonal Bank’s Portfolio
OPRX Stock Details
OPRX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-3,033
Closed
-$51K
–
2873
2022
Q4
$51K
Buy
3,033
+853
+39%
+$14.8K
﹤0.01%
2594
2022
Q3
$32K
Hold
2,180
–
–
﹤0.01%
2718
2022
Q2
$60K
Hold
2,180
–
–
﹤0.01%
2510
2022
Q1
$82K
Hold
2,180
–
–
﹤0.01%
2367
2021
Q4
$135K
Buy
2,180
+658
+43%
+$49.9K
﹤0.01%
2343
2021
Q3
$130K
Buy
+1,522
New
+$95.5K
﹤0.01%
2184
Other funds holding OPRX
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
FLAM
First Light Asset Management
Edina, Minnesota
$1.12B AUM
114.45%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
William Blair & Company
Chicago, Illinois
$34.9B AUM
18.88%
1-Year Est. Return
GIPM
G2 Investment Partners Management
New York
$406M AUM
164.47%
1-Year Est. Return
CC
Casdin Capital
New York
$1.32B AUM
76.62%
1-Year Est. Return
Point72 Asset Management
Stamford, Connecticut
$57.5B AUM
55.25%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close