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OptimizeRx

153 hedge funds and large institutions have $585M invested in OptimizeRx in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $16.9M

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

2.4% more ownership

Funds ownership: 84.39%86.79% (+2.4%)

15% less funds holding

Funds holding: 180153 (-27)

37% less capital invested

Capital invested by funds: $930M → $585M (-$345M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

57% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 47

Holders
153
Holders Change
-27
Holders Change %
-15%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
20
Increased
65
Reduced
49
Closed
47
Calls
$23.8M
Puts
$16.9M
Net Calls
+$6.89M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Bullseye Asset Management
Colorado
$4.67M
HI
27
Handelsinvest Investeringsforvaltning
Denmark
$4.15M +$443K +10,000 +10%
Invesco
28
Invesco
Georgia
$4.07M -$151K -3,418 -3%
PCM
29
Perkins Capital Management
Minnesota
$4.05M -$22.1K -500 -0.5%
Renaissance Technologies
30
Renaissance Technologies
New York
$3.39M +$3.6M +81,300 +934%
Group One Trading
31
Group One Trading
Illinois
$3.39M +$3.98M +89,933 New
PI
32
PEAK6 Investments
Illinois
$3.37M +$2.11M +47,639 +114%
LCG
33
Lisanti Capital Growth
New York
$3M -$347K -7,830 -9%
Goldman Sachs
34
Goldman Sachs
New York
$2.96M +$2.49M +56,261 +251%
Ameriprise
35
Ameriprise
Minnesota
$2.85M -$27.4K -618 -0.8%
Calamos Advisors
36
Calamos Advisors
Illinois
$2.73M -$845K -19,093 -21%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$2.43M +$1.69M +38,200 +146%
Allspring Global Investments
38
Allspring Global Investments
North Carolina
$2.4M +$479K +10,814 +20%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$2.38M +$131K +2,950 +5%
PFM
40
Premier Fund Managers
United Kingdom
$2.32M +$2.7M +60,904 New
MC
41
Mount Capital
United Kingdom
$2.29M +$1.05M +23,751 +64%
Swedbank
42
Swedbank
Sweden
$2.26M
N
43
Nuveen
North Carolina
$2.23M -$89.6K -2,025 -4%
Bank of America
44
Bank of America
North Carolina
$2.22M -$593K -13,396 -19%
Citadel Advisors
45
Citadel Advisors
Florida
$1.98M +$2.32M +52,488 New
Mirae Asset Global Investments
46
Mirae Asset Global Investments
South Korea
$1.89M -$335K -7,578 -13%
VCM
47
Venator Capital Management
Ontario, Canada
$1.89M -$3.08M -69,700 -58%
Charles Schwab
48
Charles Schwab
California
$1.7M +$45.7K +1,033 +2%
RA
49
Royce & Associates
New York
$1.66M +$1.95M +44,000 New
Legal & General Group
50
Legal & General Group
United Kingdom
$1.66M -$11.4K -257 -0.6%