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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
MRCM
201
M&R Capital Management
New Jersey
$8.94K
PCM
202
Penserra Capital Management
California
$8K +$2.6K +1,751 +42%
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$6.41K
FWM
204
FSA Wealth Management
Massachusetts
$5.89K +$5.86K +3,950 New
PCMC
205
Planning Capital Management Corporation
Pennsylvania
$4.17K
MWA
206
Moser Wealth Advisors
Washington
$3.56K
QL
207
Quarry LP
New York
$2.48K -$1.43K -965 -37%
CA
208
CoreCap Advisors
Michigan
$2.44K
GM
209
GeoWealth Management
Illinois
$1.81K +$1.8K +1,215 New
SCM
210
Sterling Capital Management
North Carolina
$1.71K +$1.7K +1,147 New
PP
211
PFS Partners
New Jersey
$1.64K
EWA
212
EverSource Wealth Advisors
Alabama
$1.49K +$1 +1 +0.1%
SL
213
Salomon & Ludwin
Virginia
$1.49K
S
214
SignatureFD
Georgia
$1.49K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$1K +$741 +499 +282%
AF
216
Allworth Financial
California
$918
US Bancorp
217
US Bancorp
Minnesota
$894
SAM
218
Smartleaf Asset Management
Massachusetts
$720
Russell Investments Group
219
Russell Investments Group
United Kingdom
$572 -$18.1K -12,175 -97%
CPA
220
Capital Performance Advisors
California
$447 +$445 +300 New
LFG
221
Larson Financial Group
Missouri
$432
LC
222
Lindbrook Capital
California
$426 +$424 +286 New
AAP
223
Arax Advisory Partners
Colorado
$389
PAI
224
Pittenger & Anderson Inc
Nebraska
$373
Northwestern Mutual Wealth Management
225
Northwestern Mutual Wealth Management
Wisconsin
$338 -$1 -1 -0.4%

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.