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Opko Health

232 hedge funds and large institutions have $228M invested in Opko Health in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 71 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

19% more capital invested

Capital invested by funds: $191M → $228M (+$36.8M)

3.35% more ownership

Funds ownership: 22.78%26.13% (+3.3%)

3% more funds holding

Funds holding: 226232 (+6)

39% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $18.5M

44% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 71

Holders
232
Holders Change
+6
Holders Change %
+2.65%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
40
Reduced
71
Closed
27
Calls
$11.2M
Puts
$18.5M
Net Calls
-$7.31M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
151
Sovereign Financial Group
Connecticut
$25.1K
FMTC
152
Farmers & Merchants Trust Company
California
$25K
Janney Montgomery Scott
153
Janney Montgomery Scott
Pennsylvania
$25K
CA
154
Cumberland Advisors
Florida
$24.4K
Neuberger Berman Group
155
Neuberger Berman Group
New York
$24K +$24.9K +19,209 New
SPC
156
Sigma Planning Corp
Michigan
$22.5K -$281 -217 -1%
CS
157
Capital Square
Tennessee
$22.3K
SRC
158
Shufro Rose & Co
New York
$21.3K
Stifel Financial
159
Stifel Financial
Missouri
$20.9K +$257 +198 +1%
Wealth Enhancement Advisory Services
160
Wealth Enhancement Advisory Services
Minnesota
$20.8K +$21.6K +16,671 New
CC
161
Commons Capital
Massachusetts
$20.4K
WP
162
Westmount Partners
California
$20.4K
FAM
163
Formidable Asset Management
Ohio
$20.1K
MCM
164
Marathon Capital Management
Maryland
$18.8K
Walleye Capital
165
Walleye Capital
New York
$18.5K +$19.2K +14,780 New
I
166
InceptionR
California
$18.4K +$19.1K +14,730 New
CFO
167
Colony Family Offices
North Carolina
$18.4K
AWM
168
Apollon Wealth Management
South Carolina
$17K +$1.46K +1,129 +9%
AB
169
Amalgamated Bank
New York
$17K
GIP
170
Granite Investment Partners
California
$16.6K +$1.14K +877 +7%
OTL
171
Oak Thistle LLC
New York
$15.9K +$16.5K +12,737 New
Russell Investments Group
172
Russell Investments Group
United Kingdom
$15.7K +$15.8K +12,175 +3,171%
MCCA
173
Mill Creek Capital Advisors
Pennsylvania
$15.5K
IAA
174
Independent Advisor Alliance
North Carolina
$15.2K +$909 +701 +6%
TIA
175
Traphagen Investment Advisors
New Jersey
$14.6K

OPK Hedge Fund Activity: Q2 2024 in Review

232 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q2 2024, worth a combined $228M — up 19% from $191M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new OPK positions and 27 closed out — a net gain of 12 holders — while 40 added to existing stakes and 71 trimmed.

The largest buyer was Rubric Capital Management (New York), adding an estimated $51.2M. The largest seller was BlackRock, cutting an estimated $5.16M.

  • 232 institutional investors held Opko Health (OPK) as of Q2 2024, up from 226 in Q1 2024.
  • Funds reported $228M of Opko Health stock for Q2 2024, up 19% quarter-over-quarter.
  • 39 funds opened new Opko Health positions in Q2 2024 and 27 closed out, a net change of +12 holders.
  • The largest Opko Health buyer in Q2 2024 was Rubric Capital Management (New York), an estimated $51.2M added.
  • The largest Opko Health seller in Q2 2024 was BlackRock, an estimated $5.16M sold.

Based on aggregated 13F filings for Q2 2024.