We are live on ! Find out more
OPK icon

Opko Health

234 hedge funds and large institutions have $902M invested in Opko Health in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 75 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

6% more capital invested

Capital invested by funds: $855M → $902M (+$47.1M)

3% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 73

1% more funds holding

Funds holding: 232234 (+2)

0.47% more ownership

Funds ownership: 23.04%23.51% (+0.47%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

61% less call options, than puts

Call options by funds: $23.1M | Put options by funds: $58.5M

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.83%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
29
Increased
75
Reduced
73
Closed
24
Calls
$23.1M
Puts
$58.5M
Net Calls
-$35.4M
Net Calls Change
-$5.53M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$186M +$3.3M +524,004 +2%
BlackRock
2
BlackRock
New York
$161M +$3.28M +520,601 +2%
State Street
3
State Street
Massachusetts
$86.6M +$8.02M +1,272,558 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.5M +$14.1M +2,241,103 +127%
OIM
5
Oracle Investment Management
Connecticut
$24.9M
Bank of America
6
Bank of America
North Carolina
$23.6M +$8.51M +1,349,482 +64%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$23M +$1.2M +190,931 +6%
UBS Group
8
UBS Group
Switzerland
$19.9M +$10.5M +1,672,275 +136%
Norges Bank
9
Norges Bank
Norway
$19.2M
MTWSIF
10
Mivtachim The Workers Social Insurance Fund
Israel
$17.7M -$3.91M -619,406 -19%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$17.7M +$7.41M +1,175,726 +84%
Morgan Stanley
12
Morgan Stanley
New York
$14.8M -$3.36M -532,621 -20%
Goldman Sachs
13
Goldman Sachs
New York
$13.7M -$458K -72,638 -3%
Northern Trust
14
Northern Trust
Illinois
$11.6M +$74.8K +11,861 +0.7%
Charles Schwab
15
Charles Schwab
California
$10.7M +$2.97M +471,256 +43%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$10.5M -$24.6M -3,894,983 -72%
CCMH
17
Cornerstone Capital Management Holdings
New York
$9.91M +$7.83M +1,242,272 +612%
IA
18
IFP Advisors
Florida
$9.83M +$606K +96,080 +7%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$9.57M +$437K +69,352 +5%
WMSA
20
Weiss Multi-Strategy Advisers
New York
$9.09M +$1.42M +225,000 +20%
Deutsche Bank
21
Deutsche Bank
Germany
$8.93M +$1.11M +176,064 +16%
Renaissance Technologies
22
Renaissance Technologies
New York
$7.39M -$3.39M -538,200 -33%
JIP
23
Jaffetilchin Investment Partners
Florida
$7.35M +$407K +64,593 +6%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$7.27M +$225K +35,629 +3%
TCIM
25
TIAA CREF Investment Management
New York
$7.25M +$251K +39,874 +4%

OPK Hedge Fund Activity: Q3 2017 in Review

234 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q3 2017, worth a combined $902M — up 5.5% from $855M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OPK positions and 24 closed out — a net gain of 5 holders — while 75 added to existing stakes and 73 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $14.1M. The largest seller was Fidelity Investments, cutting an estimated $24.6M.

  • 234 institutional investors held Opko Health (OPK) as of Q3 2017, up from 232 in Q2 2017.
  • Funds reported $902M of Opko Health stock for Q3 2017, up 5.5% quarter-over-quarter.
  • 29 funds opened new Opko Health positions in Q3 2017 and 24 closed out, a net change of +5 holders.
  • The largest Opko Health buyer in Q3 2017 was Dimensional Fund Advisors, an estimated $14.1M added.
  • The largest Opko Health seller in Q3 2017 was Fidelity Investments, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2017.