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Opko Health

234 hedge funds and large institutions have $279M invested in Opko Health in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 64 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $228M → $279M (+$51.8M)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

1% more funds holding

Funds holding: 232234 (+2)

0.64% more ownership

Funds ownership: 26.13%26.77% (+0.64%)

14% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 64

32% less call options, than puts

Call options by funds: $16.3M | Put options by funds: $23.9M

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
35
Increased
55
Reduced
64
Closed
31
Calls
$16.3M
Puts
$23.9M
Net Calls
-$7.6M
Net Calls Change
-$284K
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
151
N.E.W. Advisory Services
Wisconsin
$37.2K
AFP
152
Ausdal Financial Partners
Iowa
$36.6K
MIM
153
Moseley Investment Management
Florida
$36K -$14.8K -10,000 -29%
DM
154
Deerfield Management
New York
$34K +$33.8K +22,796 New
Principal Financial Group
155
Principal Financial Group
Iowa
$33.9K -$13.7K -9,201 -29%
AWS
156
Atria Wealth Solutions
New York
$33.4K +$18.4K +12,400 +124%
Fidelity Investments
157
Fidelity Investments
Massachusetts
$32.5K +$16.5K +11,089 +104%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$31.3K
PWM
159
PBMares Wealth Management
Virginia
$31.1K
X
160
Xponance
Pennsylvania
$30.7K -$343 -231 -1%
CIBC Asset Management
161
CIBC Asset Management
Ontario, Canada
$30.3K
Janney Montgomery Scott
162
Janney Montgomery Scott
Pennsylvania
$30K
SWA
163
Sax Wealth Advisors
New Jersey
$30K
SFG
164
Sovereign Financial Group
Connecticut
$29.9K
EWM
165
Empirical Wealth Management
Washington
$29.8K -$2.67K -1,800 -8%
CA
166
Cumberland Advisors
Florida
$29.1K
SPC
167
Sigma Planning Corp
Michigan
$26.8K
Stifel Financial
168
Stifel Financial
Missouri
$24.9K
WP
169
Westmount Partners
California
$24.7K
Wealth Enhancement Advisory Services
170
Wealth Enhancement Advisory Services
Minnesota
$24.6K -$267 -180 -1%
CC
171
Commons Capital
Massachusetts
$24.3K
FAM
172
Formidable Asset Management
Ohio
$23.3K -$594 -400 -2%
CS
173
Capital Square
Tennessee
$22.8K
HT
174
Headlands Technologies
Illinois
$22K +$21.9K +14,785 New
CFO
175
Colony Family Offices
North Carolina
$21.9K

OPK Hedge Fund Activity: Q3 2024 in Review

234 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q3 2024, worth a combined $279M — up 23% from $228M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new OPK positions and 31 closed out — a net gain of 4 holders — while 55 added to existing stakes and 64 trimmed.

The largest buyer was Rubric Capital Management (New York), adding an estimated $6.36M. The largest seller was Portolan Capital Management, exiting entirely with an estimated $2.36M sold.

  • 234 institutional investors held Opko Health (OPK) as of Q3 2024, up from 232 in Q2 2024.
  • Funds reported $279M of Opko Health stock for Q3 2024, up 23% quarter-over-quarter.
  • 35 funds opened new Opko Health positions in Q3 2024 and 31 closed out, a net change of +4 holders.
  • The largest Opko Health buyer in Q3 2024 was Rubric Capital Management (New York), an estimated $6.36M added.
  • The largest Opko Health seller in Q3 2024 was Portolan Capital Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2024.