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Opko Health

206 hedge funds and large institutions have $669M invested in Opko Health in 2021 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

48% more call options, than puts

Call options by funds: $23.5M | Put options by funds: $15.9M

1.6% less ownership

Funds ownership: 28.5%26.9% (-1.6%)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

12% less funds holding

Funds holding: 233206 (-27)

14% less capital invested

Capital invested by funds: $776M → $669M (-$107M)

53% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 40

Holders
206
Holders Change
-27
Holders Change %
-11.59%
% of All Funds
3.61%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
19
Increased
51
Reduced
57
Closed
40
Calls
$23.5M
Puts
$15.9M
Net Calls
+$7.59M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
151
Mercer Global Advisors
Colorado
$59K
SW
152
SlateStone Wealth
Florida
$58K
Macquarie Group
153
Macquarie Group
Australia
$57K -$25K -6,723 -30%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$57K
SPC
155
Sigma Planning Corp
Michigan
$56K
AWM
156
Aries Wealth Management
Maine
$55K
CFO
157
Colony Family Offices
North Carolina
$54K
TNA
158
True North Advisors
Texas
$51K
ZIM
159
Zacks Investment Management
Illinois
$48K
VC
160
Vestor Capital
Illinois
$44K
CS
161
Capital Square
Tennessee
$43K +$558 +150 +1%
PA
162
Profund Advisors
Maryland
$43K +$558 +150 +1%
TCM
163
Tuttle Capital Management
Connecticut
$42K +$43.2K +11,603 New
CAN
164
Cetera Advisor Networks
California
$41K -$8.19K -2,201 -16%
GIA
165
Gladstone Institutional Advisory
Florida
$41K
LW
166
Linscomb Wealth
Texas
$40K
SPIA
167
Steward Partners Investment Advisory
New York
$39K
FIM
168
Freedom Investment Management
Connecticut
$38K +$774 +208 +2%
DT
169
Diversified Trust
Tennessee
$37K
GCIA
170
Gabelli & Co Investment Advisers
New York
$37K
KA
171
KLCM Advisors
Wisconsin
$36K -$37.2K -10,000 -50%
HI
172
Harbour Investments
Wisconsin
$26K +$6.55K +1,759 +32%
Baillie Gifford & Co
173
Baillie Gifford & Co
United Kingdom
$24K -$2.48K -665 -9%
Nomura Holdings
174
Nomura Holdings
Japan
$23K +$23.8K +6,400 New
MRCM
175
M&R Capital Management
New Jersey
$21K

OPK Hedge Fund Activity: Q3 2021 in Review

206 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q3 2021, worth a combined $669M — down 14% from $776M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of OPK and 19 opened new positions — a net loss of 21 holders — while 57 trimmed existing stakes and 51 added.

The largest buyer was State Street, adding an estimated $9.59M. The largest seller was Dimensional Fund Advisors, cutting an estimated $10.3M.

  • 206 institutional investors held Opko Health (OPK) as of Q3 2021, down from 233 in Q2 2021.
  • Funds reported $669M of Opko Health stock for Q3 2021, down 14% quarter-over-quarter.
  • 19 funds opened new Opko Health positions in Q3 2021 and 40 closed out, a net change of -21 holders.
  • The largest Opko Health buyer in Q3 2021 was State Street, an estimated $9.59M added.
  • The largest Opko Health seller in Q3 2021 was Dimensional Fund Advisors, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2021.