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Option Care Health

131 hedge funds and large institutions have $531M invested in Option Care Health in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 31 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 31

38% more call options, than puts

Call options by funds: $1.23M | Put options by funds: $892K

8% less funds holding

Funds holding: 142131 (-11)

22% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 41

40% less capital invested

Capital invested by funds: $882M → $531M (-$350M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
131
Holders Change
-11
Holders Change %
-7.75%
% of All Funds
4.25%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.03%
New
32
Increased
57
Reduced
31
Closed
41
Calls
$1.23M
Puts
$892K
Net Calls
+$340K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$89.2M +$13.4M +243,806 +11%
GGHC
2
Gilder Gagnon Howe & Co
New York
$43.4M +$5.25M +95,582 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$31.6M +$6.85M +124,779 +16%
PCM
4
Pennant Capital Management
New Jersey
$31.1M +$26.2M +476,409 +116%
TCM
5
TimesSquare Capital Management
New York
$23.1M +$15M +273,238 +71%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$21.5M +$7.19M +130,893 +27%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$20.6M +$1.02M +18,532 +3%
BIT
8
BlackRock Institutional Trust
California
$16.4M +$3.45M +62,786 +16%
BFA
9
BlackRock Fund Advisors
California
$14.8M +$2.87M +52,176 +14%
CCM
10
Cadence Capital Management
Massachusetts
$12.6M +$12.3M +223,675 +167%
MCMC
11
Matrix Capital Management Company
New Hampshire
$11.4M +$17.8M +325,000 New
DM
12
Deerfield Management
New York
$11M +$17.1M +312,260 New
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$10.7M +$10.9M +197,713 +185%
CAM
14
Cortina Asset Management
Wisconsin
$9.49M +$4.39M +80,025 +42%
PGCM
15
Prescott Group Capital Management
Oklahoma
$9.41M +$7.94M +144,514 +117%
State Street
16
State Street
Massachusetts
$9.05M +$1.7M +30,909 +14%
TAM
17
THB Asset Management
Connecticut
$8.99M +$2.63M +47,948 +23%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$8.07M +$12.6M +229,800 New
Northern Trust
19
Northern Trust
Illinois
$8.04M +$1.09M +19,853 +9%
AC
20
Apex Capital
California
$7.9M +$12.4M +225,000 New
KI
21
Kalmar Investments
Delaware
$7.29M +$11.4M +207,713 New
NCGI
22
Next Century Growth Investors
Minnesota
$6.45M -$10.6M -192,506 -51%
RCMC
23
RK Capital Management (Colorado)
Colorado
$5.96M +$9.31M +169,574 New
PC
24
Pier Capital
Connecticut
$5.55M +$2.43M +44,276 +39%
EA
25
Emerald Advisers
Pennsylvania
$4.97M -$5.9M -107,475 -43%

OPCH Hedge Fund Activity: Q3 2013 in Review

131 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Option Care Health (OPCH) for Q3 2013, worth a combined $531M — down 40% from $882M a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of OPCH and 32 opened new positions — a net loss of 9 holders — while 31 trimmed existing stakes and 57 added.

The largest buyer was Pennant Capital Management, adding an estimated $26.2M. The largest seller was Columbus Circle Investors, cutting an estimated $19.8M.

  • 131 institutional investors held Option Care Health (OPCH) as of Q3 2013, down from 142 in Q2 2013.
  • Funds reported $531M of Option Care Health stock for Q3 2013, down 40% quarter-over-quarter.
  • 32 funds opened new Option Care Health positions in Q3 2013 and 41 closed out, a net change of -9 holders.
  • The largest Option Care Health buyer in Q3 2013 was Pennant Capital Management, an estimated $26.2M added.
  • The largest Option Care Health seller in Q3 2013 was Columbus Circle Investors, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2013.