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Opko Health

225 hedge funds and large institutions have $268M invested in Opko Health in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $2.16M

0.83% less ownership

Funds ownership: 22.46%21.63% (-0.83%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

10% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 63

2% less funds holding

Funds holding: 230225 (-5)

29% less capital invested

Capital invested by funds: $376M → $268M (-$108M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-5
Holders Change %
-2.17%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
57
Reduced
63
Closed
26
Calls
$4.06M
Puts
$2.16M
Net Calls
+$1.9M
Net Calls Change
-$353K
Name Holding Trade Value Shares
Change
Change in
Stake
BHCM
151
Brevan Howard Capital Management
Jersey
$32.2K +$36.7K +20,153 New
SFG
152
Sovereign Financial Group
Connecticut
$32.1K
FMTC
153
Farmers & Merchants Trust Company
California
$32K
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$32K
SWA
155
Sax Wealth Advisors
New Jersey
$32K
CA
156
Cumberland Advisors
Florida
$31.2K
CRWM
157
Castle Rock Wealth Management
California
$30.7K -$3.64K -2,000 -9%
FIM
158
Freedom Investment Management
Connecticut
$30.4K -$1.27K -698 -4%
GS
159
GTS Securities
New York
$28.9K +$32.9K +18,084 New
FAM
160
Formidable Asset Management
Ohio
$28.6K
Stifel Financial
161
Stifel Financial
Missouri
$27.9K
Wolverine Trading
162
Wolverine Trading
Illinois
$26.8K -$22.2K -12,206 -42%
WP
163
Westmount Partners
California
$26.6K
CC
164
Commons Capital
Massachusetts
$26.1K
AWS
165
Atria Wealth Solutions
New York
$25.6K
S
166
SignatureFD
Georgia
$25.2K
SW
167
SlateStone Wealth
Florida
$25K
EI
168
Ellevest Inc
New York
$24.3K
SPC
169
Sigma Planning Corp
Michigan
$24.2K -$364 -200 -1%
CFO
170
Colony Family Offices
North Carolina
$23.6K
PAG
171
Private Advisor Group
New Jersey
$23.4K -$1.73K -950 -6%
CA
172
Cetera Advisors
Colorado
$21.9K -$3.64K -2,000 -13%
MCCA
173
Mill Creek Capital Advisors
Pennsylvania
$19.8K
SPIA
174
Steward Partners Investment Advisory
New York
$19.2K
Cetera Investment Advisers
175
Cetera Investment Advisers
Illinois
$19.2K -$9.31K -5,110 -30%

OPK Hedge Fund Activity: Q3 2023 in Review

225 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q3 2023, worth a combined $268M — down 29% from $376M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of OPK and 24 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $7.06M. The largest seller was Oracle Investment Management, cutting an estimated $6.91M.

  • 225 institutional investors held Opko Health (OPK) as of Q3 2023, down from 230 in Q2 2023.
  • Funds reported $268M of Opko Health stock for Q3 2023, down 29% quarter-over-quarter.
  • 24 funds opened new Opko Health positions in Q3 2023 and 26 closed out, a net change of -2 holders.
  • The largest Opko Health buyer in Q3 2023 was Invesco, an estimated $7.06M added.
  • The largest Opko Health seller in Q3 2023 was Oracle Investment Management, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2023.