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Option Care Health

339 hedge funds and large institutions have $5.4B invested in Option Care Health in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 121 increasing their positions, 125 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $6.61M | Put options by funds: $4M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $4.8B → $5.4B (+$594M)

1.11% more ownership

Funds ownership: 99.74%100.85% (+1.1%)

1% less funds holding

Funds holding: 342339 (-3)

3% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 125

6% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 52

Holders
339
Holders Change
-3
Holders Change %
-0.88%
% of All Funds
4.87%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
49
Increased
121
Reduced
125
Closed
52
Calls
$6.61M
Puts
$4M
Net Calls
+$2.61M
Net Calls Change
-$1.72M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
26
Riverbridge Partners
Minnesota
$53.7M -$3.04M -99,075 -5%
BG
27
Bellevue Group
Switzerland
$51.8M +$7.3M +237,999 +17%
Victory Capital Management
28
Victory Capital Management
Texas
$50.8M +$48.7M +1,585,818 +4,433%
Schroder Investment Management Group
29
Schroder Investment Management Group
United Kingdom
$45.1M +$3.18M +103,551 +8%
Invesco
30
Invesco
Georgia
$44.6M -$400K -13,026 -0.9%
Point72 Asset Management
31
Point72 Asset Management
Connecticut
$43.2M +$42.4M +1,380,077 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$41.6M -$9.65M -314,295 -19%
N
33
Nuveen
North Carolina
$40.5M -$13.3M -432,270 -25%
Comerica Bank
34
Comerica Bank
Texas
$37.6M +$5.85M +190,614 +19%
JP Morgan Chase
35
JP Morgan Chase
New York
$36.5M -$1.43M -46,460 -4%
American Century Companies
36
American Century Companies
Missouri
$35.9M -$178K -5,799 -0.5%
SDJVC
37
St. Denis J. Villere & Co
Louisiana
$35.5M +$443K +14,439 +1%
GGHC
38
Gilder Gagnon Howe & Co
New York
$35.1M -$3.72M -121,128 -10%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$32M -$43.7M -1,424,795 -58%
RIM
40
Ranger Investment Management
Texas
$30.8M +$1.15M +37,421 +4%
VOYA Investment Management
41
VOYA Investment Management
Georgia
$28.3M -$8.06M -262,446 -23%
FWIA
42
Fort Washington Investment Advisors
Ohio
$27.8M +$6.47M +210,717 +31%
Franklin Resources
43
Franklin Resources
California
$26.4M -$34.2M -1,113,499 -56%
Marshall Wace
44
Marshall Wace
United Kingdom
$25.7M -$5.19M -169,155 -17%
GCM
45
Geneva Capital Management
Wisconsin
$24.7M +$24.2M +788,478 New
Goldman Sachs
46
Goldman Sachs
New York
$24.7M -$1.08M -35,059 -4%
Fiera Capital (Canada)
47
Fiera Capital (Canada)
Quebec, Canada
$20.9M -$668K -21,752 -3%
Amundi
48
Amundi
France
$20.3M -$898K -29,270 -4%
Deutsche Bank
49
Deutsche Bank
Germany
$18.4M -$8.06M -262,660 -31%
AllianceBernstein
50
AllianceBernstein
Tennessee
$17.6M -$978K -31,852 -5%

OPCH Hedge Fund Activity: Q3 2024 in Review

339 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Option Care Health (OPCH) for Q3 2024, worth a combined $5.4B — up 12% from $4.8B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of OPCH and 49 opened new positions — a net loss of 3 holders — while 125 trimmed existing stakes and 121 added.

The largest buyer was Fidelity Investments, adding an estimated $132M. The largest seller was Southpoint Capital Advisors, cutting an estimated $76.5M.

  • 339 institutional investors held Option Care Health (OPCH) as of Q3 2024, down from 342 in Q2 2024.
  • Funds reported $5.4B of Option Care Health stock for Q3 2024, up 12% quarter-over-quarter.
  • 49 funds opened new Option Care Health positions in Q3 2024 and 52 closed out, a net change of -3 holders.
  • The largest Option Care Health buyer in Q3 2024 was Fidelity Investments, an estimated $132M added.
  • The largest Option Care Health seller in Q3 2024 was Southpoint Capital Advisors, an estimated $76.5M sold.

Based on aggregated 13F filings for Q3 2024.