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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
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$760K +$574K +61,782 +104%
VFT
27
Vanguard Fiduciary Trust
Pennsylvania
$698K +$1.03M +111,129 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$643K -$110K -11,884 -10%
SEI Investments
29
SEI Investments
Pennsylvania
$619K +$416K +44,844 +83%
PAWC
30
P.A.W. Capital
Connecticut
$565K +$325K +35,000 +64%
Credit Agricole
31
Credit Agricole
France
$560K
VGA
32
Vanguard Global Advisers
Pennsylvania
$536K +$793K +85,400 New
Raymond James Financial
33
Raymond James Financial
Florida
$522K +$6.96K +749 +0.9%
Charles Schwab
34
Charles Schwab
California
$515K +$7K +754 +0.9%
UBS Group
35
UBS Group
Switzerland
$498K +$411K +44,301 +127%
AllianceBernstein
36
AllianceBernstein
Tennessee
$489K
AC
37
Avenir Corporation
Virginia
$485K
Morgan Stanley
38
Morgan Stanley
New York
$480K -$819K -88,224 -54%
SSA
39
Schonfeld Strategic Advisors
New York
$469K -$217K -23,409 -24%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$436K +$593K +63,857 +1,142%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$430K +$143K +15,400 +29%
Principal Financial Group
42
Principal Financial Group
Iowa
$401K +$337K +36,259 +132%
AA
43
Ancora Advisors
Ohio
$349K +$517K +55,637 New
GS
44
GWN Securities
Florida
$344K +$302K +32,492 +145%
BCM
45
Bridgeway Capital Management
Texas
$339K -$139K -15,000 -22%
MHP
46
Manatuck Hill Partners
Connecticut
$314K -$3.46M -372,107 -88%
QCM
47
Quantinno Capital Management
New York
$308K +$293K +31,518 +180%
Bank of America
48
Bank of America
North Carolina
$275K +$11.5K +1,243 +3%
Prudential Financial
49
Prudential Financial
New Jersey
$268K +$104K +11,210 +36%
IQI
50
Integrated Quantitative Investments
Washington
$256K +$378K +40,723 New