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Option Care Health
OPCH

Overview Fund Activity

343 hedge funds and large institutions have $3.8B invested in Option Care Health in 2024 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 121 increasing their positions, 107 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+6
Holders Change %
+1.78%
% of All Funds
4.57%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
84
Increased
121
Reduced
107
Closed
75
Calls
$11.4M
Puts
$2.93M
Net Calls
+$8.43M
Net Calls Change
+$5.83M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$425M
2
Voloridge Investment Management
Voloridge Investment Management
Florida
$27.4M
3
Millennium Management
Millennium Management
New York
$27.4M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$169M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$92.5M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$1.72M
2
DCP
Durable Capital Partners
Maryland
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$113M
4
PCP
P2 Capital Partners
New York
$0
5
HRCM
Hood River Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIG
301
Brooklyn Investment Group
New York
$9.7K +$9.7K +418 New
HWM
302
HighMark Wealth Management
Minnesota
$8.89K – – –
FFA
303
Farther Finance Advisors
California
$8.33K +$4.64K +200 +126%
MPWT
304
MassMutual Private Wealth & Trust
Connecticut
$7.77K +$7.77K +335 New
SAM
305
Smartleaf Asset Management
Massachusetts
$7.75K +$3.72K +164 +92%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$7K -$4.06K -186 -37%
EWA
307
EverSource Wealth Advisors
Alabama
$5.73K +$4.8K +207 +518%
GRP
308
Global Retirement Partners
California
$5.2K +$2.02K +87 +64%
CAL
309
Capital Analysts LLC
Pennsylvania
$4K -$978 -44 -20%
CFGS
310
Concourse Financial Group Securities
Alabama
$3.87K -$1.32K -45 -25%
RIL
311
Rothschild Investment LLC
Illinois
$3.25K -$464 -20 -13%
VCM
312
Versant Capital Management
Arizona
$3.25K – – –
BF
313
BOK Financial
Oklahoma
$2.76K -$1.11M -46,327 -100%
WA
314
WPG Advisers
Maryland
$2.58K +$2.58K +111 New
BOJHT
315
Bank of Jackson Hole Trust
Wyoming
$2.02K +$2.02K +87 New
PS
316
Principal Securities
Iowa
$1.69K -$26K -1,119 -94%
AGWCA
317
Annis Gardner Whiting Capital Advisors
Florida
$1.6K +$1.6K +69 New
FMII
318
Farmers & Merchants Investments Inc
Nebraska
$1.51K – – –
GWM
319
Geneos Wealth Management
Colorado
$1.39K – – –
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$1.3K -$557 -24 -30%
S
321
Sachetta
Massachusetts
$1.23K +$1.23K +53 New
HWM
322
Hemington Wealth Management
Virginia
$1K +$258 +16 +35%
CA
323
Continuum Advisory
Idaho
$789 – – –
JWA
324
JFS Wealth Advisors
Pennsylvania
$766 -$975 -42 -56%
GEA
325
Glen Eagle Advisors
New Jersey
$742 – – –
11 12
13
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