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Opko Health

181 hedge funds and large institutions have $217M invested in Opko Health in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 55 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $4.94M | Put options by funds: $3.84M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 55

2.32% less ownership

Funds ownership: 26.49%24.17% (-2.3%)

9% less funds holding

Funds holding: 199181 (-18)

16% less capital invested

Capital invested by funds: $259M → $217M (-$42M)

41% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 34

Holders
181
Holders Change
-18
Holders Change %
-9.05%
% of All Funds
3.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
53
Reduced
55
Closed
34
Calls
$4.94M
Puts
$3.84M
Net Calls
+$1.1M
Net Calls Change
+$5.22M
Name Holding Trade Value Shares
Change
Change in
Stake
RFWA
126
RPg Family Wealth Advisory
Massachusetts
$23.9K
SFS
127
Sowell Financial Services
Arkansas
$22K -$37.4K -23,898 -60%
MC
128
Moors & Cabot
Massachusetts
$20K -$11K -7,000 -30%
Allianz Asset Management
129
Allianz Asset Management
Germany
$20K -$2.11K -1,348 -8%
FAAS
130
First Allied Advisory Services
California
$20K +$5.82K +3,713 +33%
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$19K +$22.4K +14,300 New
TNA
132
True North Advisors
Texas
$18K
KA
133
KLCM Advisors
Wisconsin
$17K
ACI
134
Alpha Cubed Investments
California
$16K
BCWM
135
Blue Chip Wealth Management
Florida
$16K +$18.8K +12,000 New
Stifel Financial
136
Stifel Financial
Missouri
$15K -$5.92K -3,780 -25%
GIA
137
Gladstone Institutional Advisory
Florida
$15K
SAM
138
Shikiar Asset Management
New York
$15K
OFG
139
Oxford Financial Group
Indiana
$15K +$17.4K +11,100 New
SPIA
140
Steward Partners Investment Advisory
New York
$14K
AWA
141
Arkadios Wealth Advisors
Georgia
$13.4K +$15.7K +10,000 New
DT
142
Diversified Trust
Tennessee
$13K
GCIA
143
Gabelli & Co Investment Advisers
New York
$13K
AWM
144
Aries Wealth Management
Maine
$12K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$9K -$90.5K -57,769 -88%
BBHC
146
Brown Brothers Harriman & Co
New York
$9K +$11K +7,000 New
MRCM
147
M&R Capital Management
New Jersey
$8K
Bessemer Group
148
Bessemer Group
New Jersey
$7K
FCM
149
Firestone Capital Management
Florida
$7K
FWM
150
FSA Wealth Management
Massachusetts
$7K +$2.35K +1,500 +38%

OPK Hedge Fund Activity: Q1 2020 in Review

181 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q1 2020, worth a combined $217M — down 16% from $259M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of OPK and 20 opened new positions — a net loss of 14 holders — while 55 trimmed existing stakes and 53 added.

The largest buyer was Millennium Management, adding an estimated $4.19M. The largest seller was Morgan Stanley, cutting an estimated $4.99M.

  • 181 institutional investors held Opko Health (OPK) as of Q1 2020, down from 199 in Q4 2019.
  • Funds reported $217M of Opko Health stock for Q1 2020, down 16% quarter-over-quarter.
  • 20 funds opened new Opko Health positions in Q1 2020 and 34 closed out, a net change of -14 holders.
  • The largest Opko Health buyer in Q1 2020 was Millennium Management, an estimated $4.19M added.
  • The largest Opko Health seller in Q1 2020 was Morgan Stanley, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2020.