We are live on ! Find out more
OPK icon

Opko Health

225 hedge funds and large institutions have $268M invested in Opko Health in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 57 increasing their positions, 63 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $4.06M | Put options by funds: $2.16M

0.83% less ownership

Funds ownership: 22.46%21.63% (-0.83%)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

10% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 63

2% less funds holding

Funds holding: 230225 (-5)

29% less capital invested

Capital invested by funds: $376M → $268M (-$108M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-5
Holders Change %
-2.17%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
57
Reduced
63
Closed
26
Calls
$4.06M
Puts
$2.16M
Net Calls
+$1.9M
Net Calls Change
-$353K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$62.9M +$21.8K +11,989 +0%
BlackRock
2
BlackRock
New York
$55.6M -$520K -285,643 -0.8%
State Street
3
State Street
Massachusetts
$14.9M +$352K +193,432 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$14.6M +$706K +387,678 +4%
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$9.86M +$838K +460,014 +8%
Charles Schwab
6
Charles Schwab
California
$8.88M +$738K +405,106 +8%
Invesco
7
Invesco
Georgia
$8.26M +$7.06M +3,874,519 +300%
Northern Trust
8
Northern Trust
Illinois
$7.23M +$112K +61,647 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.9M +$1.02M +559,202 +15%
Norges Bank
10
Norges Bank
Norway
$4.66M -$584K -320,513 -10%
N
11
Nuveen
North Carolina
$4.26M -$25.1K -13,761 -0.5%
Goldman Sachs
12
Goldman Sachs
New York
$3.48M -$853K -468,404 -18%
JP Morgan Chase
13
JP Morgan Chase
New York
$3.03M -$916K -502,683 -21%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$2.89M -$557K -305,817 -14%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$2.52M -$19K -10,433 -0.7%
Citigroup
16
Citigroup
New York
$2.37M -$241K -132,585 -8%
Two Sigma Investments
17
Two Sigma Investments
New York
$2.3M -$281K -154,283 -10%
Morgan Stanley
18
Morgan Stanley
New York
$2.3M +$44.1K +24,189 +2%
Connor, Clark & Lunn Investment Management (CC&L)
19
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.27M +$597K +327,836 +30%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.1M -$230K -126,100 -9%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$1.95M -$578K -317,453 -21%
Axa
22
Axa
France
$1.78M -$48.3K -26,500 -2%
Millennium Management
23
Millennium Management
New York
$1.78M -$5.85M -3,213,579 -74%
UBS Group
24
UBS Group
Switzerland
$1.62M +$1.03M +563,546 +125%
AIC
25
AWM Investment Company
New York
$1.6M

OPK Hedge Fund Activity: Q3 2023 in Review

225 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Opko Health (OPK) for Q3 2023, worth a combined $268M — down 29% from $376M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of OPK and 24 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 57 added.

The largest buyer was Invesco, adding an estimated $7.06M. The largest seller was Oracle Investment Management, cutting an estimated $6.91M.

  • 225 institutional investors held Opko Health (OPK) as of Q3 2023, down from 230 in Q2 2023.
  • Funds reported $268M of Opko Health stock for Q3 2023, down 29% quarter-over-quarter.
  • 24 funds opened new Opko Health positions in Q3 2023 and 26 closed out, a net change of -2 holders.
  • The largest Opko Health buyer in Q3 2023 was Invesco, an estimated $7.06M added.
  • The largest Opko Health seller in Q3 2023 was Oracle Investment Management, an estimated $6.91M sold.

Based on aggregated 13F filings for Q3 2023.