We are live on ! Find out more
OPRX icon

OptimizeRx

98 hedge funds and large institutions have $180M invested in OptimizeRx in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

691% more call options, than puts

Call options by funds: $3.87M | Put options by funds: $489K

77% more capital invested

Capital invested by funds: $102M → $180M (+$78.1M)

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

4% more funds holding

Funds holding: 9498 (+4)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9.29% less ownership

Funds ownership: 78.55%69.26% (-9.3%)

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
21
Increased
32
Reduced
30
Closed
15
Calls
$3.87M
Puts
$489K
Net Calls
+$3.38M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Perkins Capital Management
Minnesota
$1.51M +$34.5K +3,600 +4%
Renaissance Technologies
27
Renaissance Technologies
New York
$1.32M +$886K +92,345 New
AC
28
Avenir Corporation
Virginia
$1.26M -$2.1M -219,289 -71%
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$1.11M +$744K +77,520 New
Millennium Management
30
Millennium Management
New York
$1M -$650K -67,704 -49%
Victory Capital Management
31
Victory Capital Management
Texas
$840K -$114K -11,911 -17%
Bank of America
32
Bank of America
North Carolina
$797K +$63.1K +6,571 +13%
GCA
33
Greenwood Capital Associates
South Carolina
$782K +$194K +20,245 +59%
Charles Schwab
34
Charles Schwab
California
$643K
American Century Companies
35
American Century Companies
Missouri
$642K +$431K +44,895 New
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$641K +$431K +44,869 New
N
37
Nuveen
North Carolina
$630K +$85K +8,857 +25%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$588K +$3.84K +400 +1%
Two Sigma Advisers
39
Two Sigma Advisers
New York
$501K -$355K -37,000 -51%
Squarepoint
40
Squarepoint
New York
$443K +$165K +17,230 +125%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$419K +$17K +1,773 +6%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$403K +$45.4K +4,733 +20%
AllianceBernstein
43
AllianceBernstein
Tennessee
$368K
EGM
44
Engineers Gate Manager
New York
$360K -$21.7K -2,259 -8%
CIS
45
Connors Investor Services
Pennsylvania
$351K +$19.2K +2,000 +9%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$325K -$1.39K -145 -0.6%
Barclays
47
Barclays
United Kingdom
$317K +$186K +19,357 +688%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$309K -$817K -85,163 -80%
SO
49
STRS Ohio
Ohio
$307K
OQS
50
Occudo Quantitative Strategies
Florida
$286K +$192K +19,967 New

OPRX Hedge Fund Activity: Q4 2023 in Review

98 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2023, worth a combined $180M — up 77% from $102M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OPRX positions and 15 closed out — a net gain of 6 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was Divisadero Street Capital Management, opening a new position worth an estimated $9.11M. The largest seller was First Light Asset Management, cutting an estimated $7.28M.

  • 98 institutional investors held OptimizeRx (OPRX) as of Q4 2023, up from 94 in Q3 2023.
  • Funds reported $180M of OptimizeRx stock for Q4 2023, up 77% quarter-over-quarter.
  • 21 funds opened new OptimizeRx positions in Q4 2023 and 15 closed out, a net change of +6 holders.
  • The largest OptimizeRx buyer in Q4 2023 was Divisadero Street Capital Management, an estimated $9.11M added.
  • The largest OptimizeRx seller in Q4 2023 was First Light Asset Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q4 2023.