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Option Care Health

90 hedge funds and large institutions have $245M invested in Option Care Health in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,111% more call options, than puts

Call options by funds: $610K | Put options by funds: $19K

10.6% more ownership

Funds ownership: 4.07%14.67% (+11%)

9% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 34

29% less funds holding

Funds holding: 12790 (-37)

43% less capital invested

Capital invested by funds: $428M → $245M (-$183M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

78% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 45

Holders
90
Holders Change
-37
Holders Change %
-29.13%
% of All Funds
1.98%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
10
Increased
37
Reduced
34
Closed
45
Calls
$610K
Puts
$19K
Net Calls
+$591K
Net Calls Change
+$483K
Name Holding Trade Value Shares
Change
Change in
Stake
GGHC
1
Gilder Gagnon Howe & Co
New York
$35.6M -$1.82M -123,983 -3%
AM
2
Ares Management
California
$35M +$11.5M +787,280 +27%
Vanguard Group
3
Vanguard Group
Pennsylvania
$23.6M -$168K -11,435 -0.5%
BlackRock
4
BlackRock
New York
$23.2M +$1.01M +68,891 +3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$17.5M +$18.7M +1,275,491 +224%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$12.6M +$6.16M +419,979 +46%
RCAMU
7
Rothschild & Co Asset Management US
Connecticut
$12.4M -$1.72M -117,550 -8%
GF
8
Gabelli Funds
New York
$9.56M -$5.01M -341,586 -25%
RA
9
Royce & Associates
New York
$6.84M +$147K +9,999 +1%
State Street
10
State Street
Massachusetts
$6.32M +$662K +45,185 +7%
PCM
11
Penn Capital Management
Pennsylvania
$5.73M -$400K -27,312 -4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.52M +$1.57M +106,973 +22%
Deutsche Bank
13
Deutsche Bank
Germany
$5.22M -$2.61M -177,701 -24%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$4.79M -$359K -24,509 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$4.75M -$692K -47,211 -9%
Northern Trust
16
Northern Trust
Illinois
$4.67M +$781K +53,236 +12%
Wells Fargo
17
Wells Fargo
California
$3.64M +$412K +28,098 +8%
SEI Investments
18
SEI Investments
Pennsylvania
$2.6M -$343K -23,420 -8%
Renaissance Technologies
19
Renaissance Technologies
New York
$2.57M -$2.02M -137,583 -34%
Charles Schwab
20
Charles Schwab
California
$1.95M +$30.4K +2,071 +1%
GI
21
GAMCO Investors
Connecticut
$1.69M +$30.7K +2,094 +1%
GCIA
22
Gabelli & Co Investment Advisers
New York
$1.44M -$837K -57,114 -27%
N
23
Nuveen
North Carolina
$1.41M +$367K +25,043 +20%
DADC
24
D.A. Davidson & Co
Montana
$1.36M +$1.15M +78,750 +121%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.29M -$6.98K -476 -0.3%

OPCH Hedge Fund Activity: Q1 2020 in Review

90 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Option Care Health (OPCH) for Q1 2020, worth a combined $245M — down 43% from $428M a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of OPCH and 10 opened new positions — a net loss of 35 holders — while 34 trimmed existing stakes and 37 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $18.7M. The largest seller was Coliseum Capital Management, exiting entirely with an estimated $11.6M sold.

  • 90 institutional investors held Option Care Health (OPCH) as of Q1 2020, down from 127 in Q4 2019.
  • Funds reported $245M of Option Care Health stock for Q1 2020, down 43% quarter-over-quarter.
  • 10 funds opened new Option Care Health positions in Q1 2020 and 45 closed out, a net change of -35 holders.
  • The largest Option Care Health buyer in Q1 2020 was T. Rowe Price Associates, an estimated $18.7M added.
  • The largest Option Care Health seller in Q1 2020 was Coliseum Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2020.