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Opko Health
OPK

191 hedge funds and large institutions have $1.14B invested in Opko Health in 2015 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 21

47% more capital invested

Capital invested by funds: $775M → $1.14B (+$362M)

9% more funds holding

Funds holding: 176 → 191 (+15)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.1% less ownership

Funds ownership: 17.97% → 17.88% (-0.1%)

9% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 64

35% less call options, than puts

Call options by funds: $90.6M | Put options by funds: $139M

Holders
191
Holders Change
+15
Holders Change %
+8.52%
% of All Funds
5.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
58
Reduced
64
Closed
21
Calls
$90.6M
Puts
$139M
Net Calls
-$48.3M
Net Calls Change
-$38.4M

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$22.7M
2
Renaissance Technologies
Renaissance Technologies
New York
+$16.3M
3
JG
Jefferies Group
New York
+$15.3M
4
CI
Clal Insurance
Israel
+$15.3M
5
Invesco
Invesco
Georgia
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$15.4M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$12.6M
3
BL
Bolton LP
Connecticut
-$10.5M
4
State Street
State Street
Massachusetts
-$6.75M
5
Group One Trading
Group One Trading
Illinois
-$6.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$1.29M +$29.9K +2,300 +3%
Wells Fargo
77
Wells Fargo
California
$1.29M -$6.73K -517 -0.6%
ICM
78
IMS Capital Management
Oregon
$1.27M +$45.2K +3,475 +4%
SRC
79
Shufro Rose & Co
New York
$1.24M -$29.9K -2,300 -3%
EEG
80
E.E. Geduld
$1.2M +$195K +15,000 +21%
Verition Fund Management
81
Verition Fund Management
Connecticut
$1.2M +$1.1M +84,584 New
WPP
82
Whalerock Point Partners
Rhode Island
$1.14M +$286K +22,000 +38%
Lazard Asset Management
83
Lazard Asset Management
New York
$1.11M – – –
BC
84
Bartlett & Co
Ohio
$1.06M – – –
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$1.05M -$4.5M -346,101 -82%
FIM
86
Freedom Investment Management
Connecticut
$1.04M -$257K -19,767 -21%
BG
87
BlackRock Group
United Kingdom
$1M +$312K +24,008 +51%
DCM
88
Dupont Capital Management
Delaware
$964K – – –
VanEck Associates
89
VanEck Associates
New York
$892K -$58.6K -4,503 -7%
Ameriprise
90
Ameriprise
Minnesota
$865K -$45.9K -3,530 -5%
PG
91
PEAK6 Group
Illinois
$864K +$794K +61,000 New
Creative Planning
92
Creative Planning
Kansas
$848K -$773K -59,390 -50%
BI
93
Boulegeris Investments
Georgia
$840K +$78.1K +6,000 +11%
LTFS
94
Ladenburg Thalmann Financial Services
Florida
$788K -$191K -14,690 -21%
OWIM
95
Old West Investment Management
California
$716K -$368K -28,255 -36%
PPA
96
Parametric Portfolio Associates
Washington
$714K +$90.8K +6,979 +16%
TA
97
Teton Advisors
New York
$709K – – –
DC
98
Davenport & Co
Virginia
$653K -$362K -27,850 -38%
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$646K +$593K +45,600 New
HCM
100
Highlander Capital Management
New Jersey
$623K +$65.1K +5,000 +13%
2 3
4
5 6

OPK Hedge Fund Activity: Q1 2015 in Review

191 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q1 2015, worth a combined $1.14B — up 47% from $775M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OPK positions and 21 closed out — a net gain of 16 holders — while 58 added to existing stakes and 64 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $22.7M. The largest seller was Morgan Stanley, cutting an estimated $15.4M.

  • 191 institutional investors held Opko Health (OPK) as of Q1 2015, up from 176 in Q4 2014.
  • Funds reported $1.14B of Opko Health stock for Q1 2015, up 47% quarter-over-quarter.
  • 37 funds opened new Opko Health positions in Q1 2015 and 21 closed out, a net change of +16 holders.
  • The largest Opko Health buyer in Q1 2015 was Goldman Sachs, an estimated $22.7M added.
  • The largest Opko Health seller in Q1 2015 was Morgan Stanley, an estimated $15.4M sold.

Based on aggregated 13F filings for Q1 2015.