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Opko Health
OPK

199 hedge funds and large institutions have $259M invested in Opko Health in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 63 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 25

29% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 49

6% more funds holding

Funds holding: 187 → 199 (+12)

2.58% more ownership

Funds ownership: 23.91% → 26.49% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

16% less capital invested

Capital invested by funds: $308M → $259M (-$48.6M)

56% less call options, than puts

Call options by funds: $3.23M | Put options by funds: $7.35M

Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
63
Reduced
49
Closed
25
Calls
$3.23M
Puts
$7.35M
Net Calls
-$4.12M
Net Calls Change
-$704K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.47M
2
State Street
State Street
Massachusetts
+$6.45M
3
Morgan Stanley
Morgan Stanley
New York
+$6.27M
4
BlackRock
BlackRock
New York
+$4.76M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.26M

Top Sellers

Rank Fund Capital Flow
1
OIM
Oracle Investment Management
Connecticut
-$2.41M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.39M
3
Wells Fargo
Wells Fargo
California
-$1.34M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.25M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$837K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAAS
151
First Allied Advisory Services
California
$17K +$19.1K +11,397 New
Comerica Bank
152
Comerica Bank
Texas
$16K – – –
GIA
153
Gladstone Institutional Advisory
Florida
$16K – – –
SAM
154
Shikiar Asset Management
New York
$16K – – –
SS
155
Sunbelt Securities
Texas
$16K – – –
OC
156
Oppenheimer & Co
New York
$16K +$814 +486 +5%
Envestnet Asset Management
157
Envestnet Asset Management
Illinois
$16K +$18.5K +11,078 New
PA
158
Profund Advisors
Maryland
$16K +$18.6K +11,118 New
DT
159
Diversified Trust
Tennessee
$15K – – –
FAG
160
Financial Advisory Group
Texas
$15K – – –
GCIA
161
Gabelli & Co Investment Advisers
New York
$15K – – –
SPIA
162
Steward Partners Investment Advisory
New York
$15K – – –
AWM
163
Aries Wealth Management
Maine
$15K +$16.7K +10,000 New
LNC
164
Lincoln National Corp
Pennsylvania
$15K +$17.3K +10,325 New
GCM
165
Gables Capital Management
Florida
$11K +$12.6K +7,500 New
WAM
166
Wolverine Asset Management
Illinois
$9K – – –
MRCM
167
M&R Capital Management
New Jersey
$8K – – –
FCM
168
Firestone Capital Management
Florida
$8K +$8.71K +5,200 New
AG
169
Advisor Group
Arizona
$7K -$41.6K -24,845 -84%
Bessemer Group
170
Bessemer Group
New Jersey
$7K – – –
FWM
171
FSA Wealth Management
Massachusetts
$6K +$6.61K +3,950 New
Daiwa Securities Group
172
Daiwa Securities Group
Japan
$5K – – –
KFS
173
Kelly Financial Services
Massachusetts
$4.99K – – –
PMFA
174
Plante Moran Financial Advisors
Michigan
$4K – – –
Nisa Investment Advisors
175
Nisa Investment Advisors
Missouri
$4K +$4.52K +2,700 New
5 6
7
8 9

OPK Hedge Fund Activity: Q4 2019 in Review

199 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q4 2019, worth a combined $259M — down 16% from $308M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new OPK positions and 25 closed out — a net gain of 12 holders — while 63 added to existing stakes and 49 trimmed.

The largest buyer was Vanguard Group, adding an estimated $6.47M. The largest seller was Oracle Investment Management, cutting an estimated $2.41M.

  • 199 institutional investors held Opko Health (OPK) as of Q4 2019, up from 187 in Q3 2019.
  • Funds reported $259M of Opko Health stock for Q4 2019, down 16% quarter-over-quarter.
  • 37 funds opened new Opko Health positions in Q4 2019 and 25 closed out, a net change of +12 holders.
  • The largest Opko Health buyer in Q4 2019 was Vanguard Group, an estimated $6.47M added.
  • The largest Opko Health seller in Q4 2019 was Oracle Investment Management, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2019.