Option Care Health
OPCH
341 hedge funds and large institutions have $5.65B invested in Option Care Health in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 147 increasing their positions, 115 reducing their positions, and 42 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 115
24% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $12.4M
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.62% less ownership
Funds ownership: 97.65% → 97.03% (-0.62%)
3% less capital invested
Capital invested by funds: $5.83B → $5.65B (-$181M)
3% less funds holding
Funds holding: 351 → 341 (-10)
14% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 42
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$79.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$63.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$33.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.5M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$96.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$69.5M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$32.2M |
| 4 |
Millennium Management
New York
|
-$27M |
| 5 |
DFO
Duquesne Family Office
New York
|
-$24.9M |
OPCH Hedge Fund Activity: Q1 2024 in Review
341 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Option Care Health (OPCH) for Q1 2024, worth a combined $5.65B — down 3.1% from $5.83B a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of OPCH and 36 opened new positions — a net loss of 6 holders — while 115 trimmed existing stakes and 147 added.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $79.4M. The largest seller was Morgan Stanley, cutting an estimated $96.6M.
- 341 institutional investors held Option Care Health (OPCH) as of Q1 2024, down from 351 in Q4 2023.
- Funds reported $5.65B of Option Care Health stock for Q1 2024, down 3.1% quarter-over-quarter.
- 36 funds opened new Option Care Health positions in Q1 2024 and 42 closed out, a net change of -6 holders.
- The largest Option Care Health buyer in Q1 2024 was Thrivent Financial for Lutherans, an estimated $79.4M added.
- The largest Option Care Health seller in Q1 2024 was Morgan Stanley, an estimated $96.6M sold.
Based on aggregated 13F filings for Q1 2024.