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Opko Health

226 hedge funds and large institutions have $191M invested in Opko Health in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 50 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 33

4% more funds holding

Funds holding: 218226 (+8)

0.56% more ownership

Funds ownership: 22.22%22.78% (+0.56%)

21% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 63

26% less capital invested

Capital invested by funds: $259M → $191M (-$68.6M)

90% less call options, than puts

Call options by funds: $7.69M | Put options by funds: $75.7M

Holders
226
Holders Change
+8
Holders Change %
+3.67%
% of All Funds
3.26%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
43
Increased
50
Reduced
63
Closed
33
Calls
$7.69M
Puts
$75.7M
Net Calls
-$68M
Net Calls Change
-$72.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
201
EverSource Wealth Advisors
Alabama
$1.22K +$334 +334 +50%
S
202
SignatureFD
Georgia
$1.2K -$11.8K -11,803 -92%
SL
203
Salomon & Ludwin
Virginia
$1.2K
RFA
204
Register Financial Advisors
Georgia
$1.2K +$1K +1,000 New
BFEC
205
Benjamin F. Edwards & Company
Missouri
$1K
US Bancorp
206
US Bancorp
Minnesota
$720 -$2.77K -2,767 -82%
SAM
207
Smartleaf Asset Management
Massachusetts
$507 +$474 +474 New
WIA
208
Wetzel Investment Advisors
Indiana
$492
HNB
209
Huntington National Bank
Ohio
$480 +$400 +400 New
Russell Investments Group
210
Russell Investments Group
United Kingdom
$461 +$384 +384 New
AWM
211
Abound Wealth Management
Tennessee
$422 +$351 +351 New
PAI
212
Pittenger & Anderson Inc
Nebraska
$300
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$274 -$172 -172 -43%
RIL
214
Rothschild Investment LLC
Illinois
$240
APC
215
Aspire Private Capital
North Carolina
$240 +$200 +200 New
JF
216
Jump Financial
Illinois
$140 +$117 +117 New
HIA
217
Harbor Investment Advisory
Maryland
$120
SIC
218
Salem Investment Counselors
North Carolina
$120
AWM
219
Avior Wealth Management
Nebraska
$91 +$76 +76 New
LFG
220
Larson Financial Group
Missouri
$48
CPG
221
Cornerstone Planning Group
New Jersey
$2
NA
222
NewEdge Advisors
Louisiana
$2
BTI
223
Blue Trust Inc
Georgia
$1 +$1 +1 New
Connor, Clark & Lunn Investment Management (CC&L)
224
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$2.32M -1,538,716 Closed
WMSA
225
Weiss Multi-Strategy Advisers
New York
-$1.06M -700,000 Closed

OPK Hedge Fund Activity: Q1 2024 in Review

226 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q1 2024, worth a combined $191M — down 26% from $259M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OPK positions and 33 closed out — a net gain of 10 holders — while 50 added to existing stakes and 63 trimmed.

The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $4.94M. The largest seller was Vanguard Group, cutting an estimated $10.3M.

  • 226 institutional investors held Opko Health (OPK) as of Q1 2024, up from 218 in Q4 2023.
  • Funds reported $191M of Opko Health stock for Q1 2024, down 26% quarter-over-quarter.
  • 43 funds opened new Opko Health positions in Q1 2024 and 33 closed out, a net change of +10 holders.
  • The largest Opko Health buyer in Q1 2024 was Rubric Capital Management (New York), an estimated $4.94M added.
  • The largest Opko Health seller in Q1 2024 was Vanguard Group, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2024.