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OptimizeRx

40 hedge funds and large institutions have $57.4M invested in OptimizeRx in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $45.9M → $57.4M (+$11.5M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

5% more funds holding

Funds holding: 3840 (+2)

2.44% more ownership

Funds ownership: 34.86%37.3% (+2.4%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$259K +$37.8K +2,908 +17%
Bank of America
27
Bank of America
North Carolina
$243K +$49.7K +3,819 +25%
Barclays
28
Barclays
United Kingdom
$213K +$218K +16,738 New
BCM
29
BlueCrest Capital Management
Jersey
$174K +$40.3K +3,100 +29%
Wells Fargo
30
Wells Fargo
California
$157K +$24.7K +1,898 +18%
AIM
31
Alambic Investment Management
California
$155K -$184K -14,150 -54%
NP
32
NorthRock Partners
Minnesota
$127K -$37.7K -2,900 -22%
WMC
33
Westwood Management Corporation
Illinois
$127K +$130K +10,000 New
Citigroup
34
Citigroup
New York
$119K +$122K +9,377 New
Morgan Stanley
35
Morgan Stanley
New York
$102K +$28.5K +2,194 +38%
AG
36
Advisor Group
Arizona
$100K
Deutsche Bank
37
Deutsche Bank
Germany
$78K +$80.1K +6,161 New
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$36K -$27.2K -2,089 -42%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$30K
TRCT
40
Tower Research Capital (TRC)
New York
$3K -$59.5K -4,576 -94%
EI
41
EAM Investors
California
-$781K -71,216 Closed
OAM
42
Oxford Asset Management
United Kingdom
-$332K -30,231 Closed
GIPM
43
G2 Investment Partners Management
New York
-$234K -21,331 Closed
CC
44
Centiva Capital
New York
-$204K -18,627 Closed
PCM
45
Prelude Capital Management
New York
-$49K -4,505 Closed
IA
46
IFP Advisors
Florida
-$13K -1,350 Closed
PA
47
Parallel Advisors
California
-$5K -500 Closed

OPRX Hedge Fund Activity: Q1 2019 in Review

40 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2019, worth a combined $57.4M — up 25% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OPRX positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Taylor Wealth Management Partners, opening a new position worth an estimated $1.32M. The largest seller was Wasatch Advisors, cutting an estimated $866K.

  • 40 institutional investors held OptimizeRx (OPRX) as of Q1 2019, up from 38 in Q4 2018.
  • Funds reported $57.4M of OptimizeRx stock for Q1 2019, up 25% quarter-over-quarter.
  • 9 funds opened new OptimizeRx positions in Q1 2019 and 7 closed out, a net change of +2 holders.
  • The largest OptimizeRx buyer in Q1 2019 was Taylor Wealth Management Partners, an estimated $1.32M added.
  • The largest OptimizeRx seller in Q1 2019 was Wasatch Advisors, an estimated $866K sold.

Based on aggregated 13F filings for Q1 2019.