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Option Care Health
OPCH

283 hedge funds and large institutions have $5.27B invested in Option Care Health in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 144 increasing their positions, 82 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,750% more call options, than puts

Call options by funds: $2.65M | Put options by funds: $143K

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

76% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 82

19% more capital invested

Capital invested by funds: $4.42B → $5.27B (+$851M)

10.46% more ownership

Funds ownership: 82.09% → 92.55% (+10%)

9% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 33

2% less funds holding

Funds holding: 290 → 283 (-7)

Holders
283
Holders Change
-7
Holders Change %
-2.41%
% of All Funds
4.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
30
Increased
144
Reduced
82
Closed
33
Calls
$2.65M
Puts
$143K
Net Calls
+$2.5M
Net Calls Change
-$286K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$117M
2
Millennium Management
Millennium Management
New York
+$87.3M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$77.4M
4
BlackRock
BlackRock
New York
+$50.1M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$32.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$74.7M
2
Victory Capital Management
Victory Capital Management
Texas
-$31.9M
3
Macquarie Group
Macquarie Group
Australia
-$28.5M
4
Marshall Wace
Marshall Wace
United Kingdom
-$23.9M
5
PWAM
Park West Asset Management
California
-$22.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$820K +$228K +7,599 +42%
ECM
177
ExodusPoint Capital Management
New York
$810K -$217K -7,226 -22%
FAM
178
Fred Alger Management
New York
$795K -$1.2M -40,149 -62%
Federated Hermes
179
Federated Hermes
Pennsylvania
$783K -$114K -3,804 -13%
GT
180
Glenmede Trust
Pennsylvania
$767K +$95.3K +3,181 +15%
AIM
181
Aigen Investment Management
New York
$757K +$714K +23,826 New
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$755K -$208K -6,930 -23%
ZIM
183
Zacks Investment Management
Illinois
$747K +$49.9K +1,664 +8%
SOADOR
184
State of Alaska Department of Revenue
Alaska
$732K +$42.4K +1,415 +7%
FC
185
FORA Capital
Florida
$720K +$679K +22,657 New
GC
186
Guggenheim Capital
Illinois
$716K +$69.3K +2,314 +11%
Public Employees Retirement Association of Colorado
187
Public Employees Retirement Association of Colorado
Colorado
$671K – – –
TA
188
Teton Advisors
New York
$667K – – –
PGCM
189
Prescott Group Capital Management
Oklahoma
$635K +$300K +10,000 +100%
PNC Financial Services Group
190
PNC Financial Services Group
Pennsylvania
$616K -$70.8K -2,364 -11%
PAMS
191
Pictet Asset Management (Switzerland)
Switzerland
$588K +$51.8K +1,728 +10%
Prudential Financial
192
Prudential Financial
New Jersey
$577K -$112K -3,722 -16%
Corient Private Wealth
193
Corient Private Wealth
Florida
$525K +$23.6K +787 +5%
CS
194
Candriam SCA
Luxembourg
$515K -$925K -30,860 -64%
IMRF
195
Illinois Municipal Retirement Fund
Illinois
$511K – – –
GCC
196
Game Creek Capital
Massachusetts
$508K -$120K -4,000 -20%
PCM
197
Perkins Capital Management
Minnesota
$486K -$36K -1,200 -7%
SAM
198
Securian Asset Management
Minnesota
$484K +$33.7K +1,126 +8%
RJA
199
Raymond James & Associates
Florida
$439K -$365K -12,193 -47%
EA
200
Ellsworth Advisors
Ohio
$431K +$13.9K +465 +4%
6 7
8
9 10

OPCH Hedge Fund Activity: Q1 2023 in Review

283 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Option Care Health (OPCH) for Q1 2023, worth a combined $5.27B — up 19% from $4.42B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of OPCH and 30 opened new positions — a net loss of 3 holders — while 82 trimmed existing stakes and 144 added.

The largest buyer was Citadel Advisors, adding an estimated $117M. The largest seller was Fidelity Investments, cutting an estimated $74.7M.

  • 283 institutional investors held Option Care Health (OPCH) as of Q1 2023, down from 290 in Q4 2022.
  • Funds reported $5.27B of Option Care Health stock for Q1 2023, up 19% quarter-over-quarter.
  • 30 funds opened new Option Care Health positions in Q1 2023 and 33 closed out, a net change of -3 holders.
  • The largest Option Care Health buyer in Q1 2023 was Citadel Advisors, an estimated $117M added.
  • The largest Option Care Health seller in Q1 2023 was Fidelity Investments, an estimated $74.7M sold.

Based on aggregated 13F filings for Q1 2023.