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Opko Health

176 hedge funds and large institutions have $775M invested in Opko Health in 2014 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $632M → $775M (+$143M)

9% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 54

0.56% more ownership

Funds ownership: 17.41%17.97% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 183176 (-7)

11% less call options, than puts

Call options by funds: $80.3M | Put options by funds: $90.3M

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

Holders
176
Holders Change
-7
Holders Change %
-3.83%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
59
Reduced
54
Closed
23
Calls
$80.3M
Puts
$90.3M
Net Calls
-$9.98M
Net Calls Change
+$21.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
101
Principal Financial Group
Iowa
$363K -$39.8K -4,649 -11%
ARTA
102
A.R.T. Advisors
New York
$357K +$306K +35,763 New
QIM
103
Quantitative Investment Management
Virginia
$357K +$306K +35,800 New
MC
104
Moors & Cabot
Massachusetts
$350K +$19.7K +2,300 +7%
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$318K -$65.1K -7,600 -19%
Legal & General Group
106
Legal & General Group
United Kingdom
$294K -$6.18K -722 -2%
MIG
107
Mariner Investment Group
New York
$274K
Janney Montgomery Scott
108
Janney Montgomery Scott
Pennsylvania
$269K -$53.5K -6,256 -19%
SC
109
Sculptor Capital
New York
$266K
Prudential Financial
110
Prudential Financial
New Jersey
$265K -$2.57K -300 -1%
First Manhattan
111
First Manhattan
New York
$254K
SAM
112
Shikiar Asset Management
New York
$250K
Franklin Resources
113
Franklin Resources
California
$214K
EWM
114
Empirical Wealth Management
Washington
$200K
PVH
115
Psagot Value Holdings
Israel
$200K
CAG
116
Crestwood Advisors Group
Massachusetts
$194K -$4.92K -575 -3%
AB
117
Amalgamated Bank
New York
$192K +$231 +27 +0.1%
AG
118
Aperio Group
California
$191K +$40.2K +4,702 +33%
WSFS
119
Wilmington Savings Fund Society
Delaware
$185K
M&T Bank
120
M&T Bank
New York
$183K -$50K -5,840 -24%
JIC
121
Joel Isaacson & Co
New York
$178K +$86 +10 +0.1%
AIP
122
Ameritas Investment Partners
Nebraska
$176K
CLOS
123
Compagnie Lombard Odier SCmA
Switzerland
$170K +$137K +16,000 +1,600%
AAM
124
Advisors Asset Management
Colorado
$169K +$25.7K +3,006 +22%
CDH
125
Charles D. Hyman
$166K

OPK Hedge Fund Activity: Q4 2014 in Review

176 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q4 2014, worth a combined $775M — up 23% from $632M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of OPK and 19 opened new positions — a net loss of 4 holders — while 54 trimmed existing stakes and 59 added.

The largest buyer was Vanguard Group, adding an estimated $13.6M. The largest seller was Fidelity Investments, cutting an estimated $19M.

  • 176 institutional investors held Opko Health (OPK) as of Q4 2014, down from 183 in Q3 2014.
  • Funds reported $775M of Opko Health stock for Q4 2014, up 23% quarter-over-quarter.
  • 19 funds opened new Opko Health positions in Q4 2014 and 23 closed out, a net change of -4 holders.
  • The largest Opko Health buyer in Q4 2014 was Vanguard Group, an estimated $13.6M added.
  • The largest Opko Health seller in Q4 2014 was Fidelity Investments, an estimated $19M sold.

Based on aggregated 13F filings for Q4 2014.