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OptimizeRx

128 hedge funds and large institutions have $85.8M invested in OptimizeRx in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $340K

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

1.02% more ownership

Funds ownership: 71.59%72.61% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 129128 (-1)

48% less capital invested

Capital invested by funds: $164M → $85.8M (-$78.1M)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
49
Reduced
28
Closed
29
Calls
$1.32M
Puts
$340K
Net Calls
+$980K
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1
Whetstone Capital Advisors
Kansas
$9.47M
BlackRock
2
BlackRock
New York
$7.31M -$290K -31,210 -3%
RA
3
Royce & Associates
New York
$5.58M +$1.91M +206,000 +30%
PHP
4
Parkman Healthcare Partners
Connecticut
$4.58M +$1.77M +190,720 +35%
VCM
5
Vanguard Capital Management
Pennsylvania
$4.3M +$6.37M +685,449 New
KCM
6
Kennedy Capital Management
Missouri
$4.12M -$164K -17,662 -3%
William Blair & Company
7
William Blair & Company
Illinois
$3.86M +$301K +32,407 +6%
RHJA
8
Rice Hall James & Associates
California
$3.78M +$104K +11,247 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$3.54M +$953K +102,661 +22%
State Street
10
State Street
Massachusetts
$3M +$2.31K +249 +0.1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.46M -$40.3K -4,339 -1%
Goldman Sachs
12
Goldman Sachs
New York
$2.25M +$2.15M +231,429 +182%
VPM
13
Vanguard Portfolio Management
Pennsylvania
$2.08M +$3.07M +331,037 New
AIC
14
AWM Investment Company
New York
$1.45M
ICM
15
Invenomic Capital Management
Massachusetts
$1.44M +$2.13M +229,370 New
BAM
16
Bullseye Asset Management
Colorado
$1.42M +$186K +20,000 +10%
Renaissance Technologies
17
Renaissance Technologies
New York
$1.36M +$1.74M +187,278 +633%
AQR Capital Management
18
AQR Capital Management
Connecticut
$1.35M +$1.86M +200,440 +1,381%
SBH
19
Segall Bryant & Hamill
Illinois
$1.19M +$1.75M +188,704 New
Squarepoint
20
Squarepoint
New York
$1.12M -$273K -29,390 -14%
Northern Trust
21
Northern Trust
Illinois
$976K -$14.3K -1,539 -1%
D.E. Shaw & Co
22
D.E. Shaw & Co
New York
$898K +$279K +30,056 +27%
TI
23
Trexquant Investment
Connecticut
$860K +$1.27M +136,874 New
LPL Financial
24
LPL Financial
California
$814K +$956K +102,910 +385%
Russell Investments Group
25
Russell Investments Group
United Kingdom
$788K -$1.52M -163,567 -57%