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OptimizeRx
OPRX

Overview Fund Activity

68 hedge funds and large institutions have $197M invested in OptimizeRx in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 5 closing their positions.

Holders
68
Holders Change
+15
Holders Change %
+28.3%
% of All Funds
1.38%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
20
Increased
14
Reduced
26
Closed
5
Calls
$2.22M
Puts
–
Net Calls
+$2.22M
Net Calls Change
+$2.15M

Top Buyers

1
Handelsbanken Fonder
1
Handelsbanken Fonder
Sweden
$8.13M
2
VCM
2
Venator Capital Management
Ontario, Canada
$6.52M
3
EI
3
EAM Investors
California
$2.85M
4
EGI
4
EAM Global Investors
California
$2.19M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.78M

Top Sellers

1
WA
1
Wasatch Advisors
Utah
$9.39M
2
PAWC
2
P.A.W. Capital
Connecticut
$3.13M
3
KCM
3
Kennedy Capital Management
Missouri
$0
4
AIC
4
AWM Investment Company
New York
$18.9M
5
Fifth Third Bancorp
5
Fifth Third Bancorp
Ohio
$311K
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$867K 41,647 +41,647 New
Bank of New York Mellon
27
Bank of New York Mellon
New York
$850K 40,784 -445 -1%
Calamos Advisors
28
Calamos Advisors
Illinois
$827K 39,660 +39,660 New
Wells Fargo
29
Wells Fargo
California
$695K 33,326 -4,917 -13%
Charles Schwab
30
Charles Schwab
California
$688K 32,985 -1,075 -3%
Bank of America
31
Bank of America
North Carolina
$686K 32,898 +4,285 +15%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$636K 30,500 +1,400 +5%
TWMP
33
Taylor Wealth Management Partners
Massachusetts
$628K 30,120 -295 -1%
HIIFS
34
Harel Insurance Investments & Financial Services
Israel
$467K 22,400 +22,400 New
CT
35
Clearstead Trust
Maine
$455K 21,825 – –
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$453K 21,746 – –
GA
37
Geller Advisors
New York
$417K 20,000 – –
RA
38
Royce & Associates
New York
$417K 20,000 +5,100 +34%
GCA
39
Greenwood Capital Associates
South Carolina
$403K 19,325 +19,325 New
TI
40
Trexquant Investment
Connecticut
$363K 17,395 +17,395 New
TRCT
41
Tower Research Capital (TRC)
New York
$325K 15,593 +12,613 +423%
GCP
42
GSA Capital Partners
United Kingdom
$323K 15,481 +15,481 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$311K 14,934 -36,400 -71%
Osaic Holdings
44
Osaic Holdings
Arizona
$285K 13,647 +5,750 +73%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$254K 12,200 – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$244K 11,688 -513 -4%
RJA
47
Raymond James & Associates
Florida
$224K 10,764 +10,764 New
NP
48
NorthRock Partners
Minnesota
$209K 10,000 -10,031 -50%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$194K 9,273 +208 +2%
AIG
50
American International Group
New York
$182K 8,712 -96 -1%
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