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Option Care Health

356 hedge funds and large institutions have $5.55B invested in Option Care Health in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 153 increasing their positions, 87 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $104M | Put options by funds: $22.3M

124% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 33

76% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 87

13% more funds holding

Funds holding: 316356 (+40)

0.64% less ownership

Funds ownership: 95.79%95.15% (-0.64%)

1% less capital invested

Capital invested by funds: $5.59B → $5.55B (-$42.4M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
356
Holders Change
+40
Holders Change %
+12.66%
% of All Funds
5.65%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
74
Increased
153
Reduced
87
Closed
33
Calls
$104M
Puts
$22.3M
Net Calls
+$81.5M
Net Calls Change
-$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
C
326
Covestor
United Kingdom
$9K
HNB
327
Huntington National Bank
Ohio
$8.05K +$775 +23 +10%
Carson Wealth (CWM LLC)
328
Carson Wealth (CWM LLC)
Nebraska
$8K +$303 +9 +4%
LC
329
Lindbrook Capital
California
$6.92K +$708 +21 +11%
RCM
330
Raleigh Capital Management
North Carolina
$6.83K +$7.11K +211 New
GWM
331
Geneos Wealth Management
Colorado
$5.66K
VCM
332
Versant Capital Management
Arizona
$5.11K
QL
333
Quarry LP
New York
$3.98K +$4.15K +123 New
Mitsubishi UFJ Asset Management
334
Mitsubishi UFJ Asset Management
Japan
$3.3K +$3.44K +102 New
SIC
335
Salem Investment Counselors
North Carolina
$3.23K
GRP
336
Global Retirement Partners
California
$2.78K
JWA
337
JFS Wealth Advisors
Pennsylvania
$2.75K +$438 +13 +18%
MCM
338
Manchester Capital Management
Vermont
$2.46K
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$2.1K
PVH
340
Psagot Value Holdings
Israel
$2K +$2.33K +69 New
SFG
341
Steward Financial Group
Texas
$2K +$2.56K +76 New
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$1.75K
TFA
343
Toth Financial Advisory
Virginia
$1.62K
WTC
344
WhitTier Trust Company
Nevada
$1.42K +$1.48K +44 New
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$1.29K -$2.56K -76 -66%
AF
346
Advisornet Financial
Minnesota
$906 +$34 +1 +4%
GC
347
Globeflex Capital
California
$841 +$877 +26 New
SIC
348
SJS Investment Consulting
Ohio
$809 +$236 +7 +39%
FFA
349
Farther Finance Advisors
California
$615 +$506 +15 +375%
BAAM
350
Baker Avenue Asset Management
California
$550

OPCH Hedge Fund Activity: Q3 2023 in Review

356 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Option Care Health (OPCH) for Q3 2023, worth a combined $5.55B — down 0.76% from $5.59B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new OPCH positions and 33 closed out — a net gain of 41 holders — while 153 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $72.7M. The largest seller was TOMS Capital Investment Management, cutting an estimated $135M.

  • 356 institutional investors held Option Care Health (OPCH) as of Q3 2023, up from 316 in Q2 2023.
  • Funds reported $5.55B of Option Care Health stock for Q3 2023, down 0.76% quarter-over-quarter.
  • 74 funds opened new Option Care Health positions in Q3 2023 and 33 closed out, a net change of +41 holders.
  • The largest Option Care Health buyer in Q3 2023 was Morgan Stanley, an estimated $72.7M added.
  • The largest Option Care Health seller in Q3 2023 was TOMS Capital Investment Management, an estimated $135M sold.

Based on aggregated 13F filings for Q3 2023.