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Opko Health
OPK

156 hedge funds and large institutions have $598M invested in Opko Health in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 39 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 39

1.35% more ownership

Funds ownership: 16.04% → 17.39% (+1.3%)

5% more capital invested

Capital invested by funds: $569M → $598M (+$28.2M)

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more funds holding

Funds holding: 155 → 156 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

23% less call options, than puts

Call options by funds: $84M | Put options by funds: $109M

Holders
156
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
57
Reduced
39
Closed
31
Calls
$84M
Puts
$109M
Net Calls
-$25.4M
Net Calls Change
-$4.56M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$53.6M
2
Goldman Sachs
Goldman Sachs
New York
+$17.2M
3
MMH
Menora Mivtachim Holdings
Israel
+$9.91M
4
Bank of America
Bank of America
North Carolina
+$7.81M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.33M

Top Sellers

Rank Fund Capital Flow
1
LIA
LBMC Investment Advisors
Tennessee
-$9.74M
2
Jane Street
Jane Street
New York
-$8.88M
3
GCL
Glazer Capital LLC
New York
-$7.71M
4
State Street
State Street
Massachusetts
-$7.67M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
VanEck Associates
76
VanEck Associates
New York
$423K +$362K +35,827 +250%
TA
77
Teton Advisors
New York
$422K – – –
SCA
78
SAC Capital Advisors
Connecticut
$390K +$172K +16,994 +58%
EEG
79
E.E. Geduld
$380K -$739K -73,148 -62%
Wells Fargo
80
Wells Fargo
California
$377K -$70K -6,930 -13%
FIM
81
Freedom Investment Management
Connecticut
$364K -$26.4K -2,612 -6%
SAM
82
Shikiar Asset Management
New York
$308K -$96K -9,500 -21%
HCM
83
Highbridge Capital Management
New York
$294K +$351K +34,764 New
SG Americas Securities
84
SG Americas Securities
New York
$272K -$38.3K -3,788 -11%
CS
85
Credit Suisse
Switzerland
$246K +$294K +29,096 New
ID
86
Integral Derivatives
New York
$244K +$293K +28,965 New
Prudential Financial
87
Prudential Financial
New Jersey
$226K +$17.2K +1,700 +7%
LTFS
88
Ladenburg Thalmann Financial Services
Florida
$224K +$11.1K +1,100 +4%
HighTower Advisors
89
HighTower Advisors
Illinois
$220K +$263K +26,049 New
PPA
90
Parametric Portfolio Associates
Washington
$213K +$13.5K +1,335 +6%
JG
91
Jefferies Group
New York
$203K +$4.04K +400 +2%
Barclays
92
Barclays
United Kingdom
$201K -$605K -59,887 -70%
FAAS
93
First Allied Advisory Services
California
$199K +$7.32K +724 +3%
First Manhattan
94
First Manhattan
New York
$194K -$162K -16,000 -41%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$186K +$20.8K +2,056 +10%
Franklin Resources
96
Franklin Resources
California
$181K – – –
CLOS
97
Compagnie Lombard Odier SCmA
Switzerland
$179K +$215K +21,316 New
CB
98
Commerce Bank
Missouri
$169K -$50.5K -5,000 -20%
CAG
99
Crestwood Advisors Group
Massachusetts
$169K – – –
EWM
100
Empirical Wealth Management
Washington
$169K – – –
2 3
4
5 6

OPK Hedge Fund Activity: Q4 2013 in Review

156 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q4 2013, worth a combined $598M — up 5% from $569M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new OPK positions and 31 closed out — a net gain of 1 holder — while 57 added to existing stakes and 39 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $53.6M. The largest seller was LBMC Investment Advisors, exiting entirely with an estimated $9.74M sold.

  • 156 institutional investors held Opko Health (OPK) as of Q4 2013, up from 155 in Q3 2013.
  • Funds reported $598M of Opko Health stock for Q4 2013, up 5% quarter-over-quarter.
  • 32 funds opened new Opko Health positions in Q4 2013 and 31 closed out, a net change of +1 holder.
  • The largest Opko Health buyer in Q4 2013 was Fidelity Investments, an estimated $53.6M added.
  • The largest Opko Health seller in Q4 2013 was LBMC Investment Advisors, an estimated $9.74M sold.

Based on aggregated 13F filings for Q4 2013.