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Opko Health

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: 155156 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
FMA
101
FNY Managed Accounts
New York
$169K +$202K +20,000 New
PVH
102
Psagot Value Holdings
Israel
$169K +$202K +20,000 New
TRCT
103
Tower Research Capital (TRC)
New York
$165K +$195K +19,284 +7,714%
WFM
104
Wilmington Funds Management
Delaware
$165K +$197K +19,530 New
AB
105
Amalgamated Bank
New York
$165K +$198K +19,572 New
WSFS
106
Wilmington Savings Fund Society
Delaware
$157K
JIC
107
Joel Isaacson & Co
New York
$151K
WA
108
WFG Advisors
Texas
$148K +$162K +16,000 +1,067%
Comerica Bank
109
Comerica Bank
Texas
$147K +$4.47K +442 +3%
Commonwealth Equity Services
110
Commonwealth Equity Services
Massachusetts
$144K -$31.3K -3,100 -15%
CDH
111
Charles D. Hyman
$140K +$168K +16,619 New
AIP
112
Ameritas Investment Partners
Nebraska
$138K
SB
113
Suntrust Banks
Georgia
$136K
Group One Trading
114
Group One Trading
Illinois
$136K +$163K +16,165 New
N
115
Nuveen
North Carolina
$133K +$31.1K +3,080 +24%
DTL
116
Dynamic Technology Lab
Singapore
$128K +$17.4K +1,725 +13%
GI
117
GAMCO Investors
Connecticut
$127K
SEC
118
Seven Eight Capital
New York
$123K +$147K +14,526 New
ProShare Advisors
119
ProShare Advisors
Maryland
$120K -$1.06M -105,045 -88%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$119K -$476K -47,050 -77%
Canada Life
121
Canada Life
Manitoba, Canada
$119K +$142K +14,000 New
CIBC World Market
122
CIBC World Market
Ontario, Canada
$116K -$46K -4,550 -25%
SBH
123
Segall Bryant & Hamill
Illinois
$116K +$138K +13,696 New
AG
124
Aperio Group
California
$101K -$118K -11,701 Closed
V
125
Veritable
Delaware
$97K

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.