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Opko Health

233 hedge funds and large institutions have $776M invested in Opko Health in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 59 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $27.1M | Put options by funds: $13.1M

0.06% more ownership

Funds ownership: 28.43%28.5% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $816M → $776M (-$40.4M)

3% less funds holding

Funds holding: 239233 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

17% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 71

Holders
233
Holders Change
-6
Holders Change %
-2.51%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
59
Reduced
71
Closed
39
Calls
$27.1M
Puts
$13.1M
Net Calls
+$14M
Net Calls Change
+$5.17M
Name Holding Trade Value Shares
Change
Change in
Stake
SRC
151
Shufro Rose & Co
New York
$91K
AFP
152
Ausdal Financial Partners
Iowa
$90K
Macquarie Group
153
Macquarie Group
Australia
$90K +$35.4K +9,015 +68%
SW
154
SVB Wealth
Massachusetts
$88K
DFCM
155
Dark Forest Capital Management
Puerto Rico
$87K +$84.2K +21,464 New
X
156
Xponance
Pennsylvania
$87K +$84.4K +21,523 New
CRWM
157
Castle Rock Wealth Management
California
$84K
KPW
158
Kore Private Wealth
New York
$82K +$1.12K +285 +1%
EWM
159
Empirical Wealth Management
Washington
$81K
FMTC
160
Farmers & Merchants Trust Company
California
$81K
NSIM
161
North Star Investment Management
Illinois
$81K
KA
162
KLCM Advisors
Wisconsin
$81K +$39.2K +10,000 +100%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$81K +$78.5K +20,015 New
FAM
164
Formidable Asset Management
Ohio
$80K +$7.06K +1,800 +9%
CA
165
Cumberland Advisors
Florida
$79K
Two Sigma Investments
166
Two Sigma Investments
New York
$72K -$102K -25,900 -59%
Stifel Financial
167
Stifel Financial
Missouri
$67K
Mercer Global Advisors
168
Mercer Global Advisors
Colorado
$65K
SW
169
SlateStone Wealth
Florida
$64K
Cetera Investment Advisers
170
Cetera Investment Advisers
Illinois
$63K +$1.96K +500 +3%
AWM
171
Aries Wealth Management
Maine
$62K
SPC
172
Sigma Planning Corp
Michigan
$62K
Lazard Asset Management
173
Lazard Asset Management
New York
$62K +$60.4K +15,396 New
PCM
174
Penserra Capital Management
California
$61K +$294 +75 +0.5%
CFO
175
Colony Family Offices
North Carolina
$60K +$57.8K +14,729 New

OPK Hedge Fund Activity: Q2 2021 in Review

233 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q2 2021, worth a combined $776M — down 4.9% from $816M a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of OPK and 34 opened new positions — a net loss of 5 holders — while 71 trimmed existing stakes and 59 added.

The largest buyer was Goldman Sachs, adding an estimated $6.05M. The largest seller was BlackRock, cutting an estimated $12.9M.

  • 233 institutional investors held Opko Health (OPK) as of Q2 2021, down from 239 in Q1 2021.
  • Funds reported $776M of Opko Health stock for Q2 2021, down 4.9% quarter-over-quarter.
  • 34 funds opened new Opko Health positions in Q2 2021 and 39 closed out, a net change of -5 holders.
  • The largest Opko Health buyer in Q2 2021 was Goldman Sachs, an estimated $6.05M added.
  • The largest Opko Health seller in Q2 2021 was BlackRock, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2021.