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Opko Health
OPK

239 hedge funds and large institutions have $741M invested in Opko Health in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 60 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

96% more call options, than puts

Call options by funds: $34.5M | Put options by funds: $17.6M

13% more funds holding

Funds holding: 212 → 239 (+27)

3% more capital invested

Capital invested by funds: $721M → $741M (+$20.5M)

1.14% less ownership

Funds ownership: 29.19% → 28.05% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 70

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
239
Holders Change
+27
Holders Change %
+12.74%
% of All Funds
4.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
60
Reduced
70
Closed
21
Calls
$34.5M
Puts
$17.6M
Net Calls
+$16.9M
Net Calls Change
+$3.36M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$5.37M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$5.3M
3
Invesco
Invesco
Georgia
+$4.9M
4
First Trust Advisors
First Trust Advisors
Illinois
+$4.9M
5
Wells Fargo
Wells Fargo
California
+$2.96M

Top Sellers

Rank Fund Capital Flow
1
TMC
Trellus Management Company
Florida
-$9.56M
2
State Street
State Street
Massachusetts
-$9.32M
3
UBS Group
UBS Group
Switzerland
-$7.86M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$5.88M
5
AS
Altshuler Shaham
Israel
-$5.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KA
201
KLCM Advisors
Wisconsin
$39K – – –
MRCM
202
M&R Capital Management
New Jersey
$23K – – –
CG
203
Cutler Group
California
$22K +$2.51K +600 +12%
FWM
204
FSA Wealth Management
Massachusetts
$22K +$22.8K +5,450 New
Bessemer Group
205
Bessemer Group
New Jersey
$20K – – –
1IA
206
1834 Investment Advisors
Wisconsin
$19K +$9.19K +2,200 +88%
IAIM
207
International Assets Investment Management
Florida
$16K +$16.7K +4,000 New
HFA
208
Hoover Financial Advisors
Pennsylvania
$14K +$12.5K +3,000 New
ETC
209
Exchange Traded Concepts
Oklahoma
$14K +$14.4K +3,440 New
KFS
210
Kelly Financial Services
Massachusetts
$13.4K – – –
QT
211
Quantbot Technologies
New York
$12K +$13.2K +3,172 New
PMFA
212
Plante Moran Financial Advisors
Michigan
$11K – – –
ICP
213
Interchange Capital Partners
Pennsylvania
$11K +$12.5K +3,000 New
CAAS
214
Capital Asset Advisory Services
Michigan
$10K +$10.5K +2,526 New
Fifth Third Bancorp
215
Fifth Third Bancorp
Ohio
$8K +$8.35K +2,000 New
FIA
216
FNY Investment Advisers
New York
$7K +$8.35K +2,000 New
BFEC
217
Benjamin F. Edwards & Company
Missouri
$5K – – –
LC
218
Lindbrook Capital
California
$4K – – –
S
219
SignatureFD
Georgia
$4K – – –
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4.18K +1,000 New
RWB
221
RMR Wealth Builders
New Jersey
$3K +$3.55K +850 New
WLPWM
222
Walled Lake Planning & Wealth Management
Illinois
$2K – – –
WAM
223
Wolverine Asset Management
Illinois
$2K – – –
MA
224
Montag & Associates
Georgia
$2K +$1.77K +425 New
FCM
225
Firestone Capital Management
Florida
$1K -$10.4K -2,500 -93%
7 8
9
10 11

OPK Hedge Fund Activity: Q4 2020 in Review

239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q4 2020, worth a combined $741M — up 2.8% from $721M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new OPK positions and 21 closed out — a net gain of 29 holders — while 60 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $5.37M. The largest seller was Trellus Management Company, exiting entirely with an estimated $9.56M sold.

  • 239 institutional investors held Opko Health (OPK) as of Q4 2020, up from 212 in Q3 2020.
  • Funds reported $741M of Opko Health stock for Q4 2020, up 2.8% quarter-over-quarter.
  • 50 funds opened new Opko Health positions in Q4 2020 and 21 closed out, a net change of +29 holders.
  • The largest Opko Health buyer in Q4 2020 was BlackRock, an estimated $5.37M added.
  • The largest Opko Health seller in Q4 2020 was Trellus Management Company, an estimated $9.56M sold.

Based on aggregated 13F filings for Q4 2020.