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OptimizeRx

97 hedge funds and large institutions have $155M invested in OptimizeRx in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,662% more call options, than puts

Call options by funds: $229K | Put options by funds: $13K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.16% more ownership

Funds ownership: 69.26%70.42% (+1.2%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 9897 (-1)

14% less capital invested

Capital invested by funds: $180M → $155M (-$24.5M)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.4%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
24
Reduced
38
Closed
17
Calls
$229K
Puts
$13K
Net Calls
+$216K
Net Calls Change
-$3.16M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$937K +$468K +32,239 +72%
Morgan Stanley
27
Morgan Stanley
New York
$899K -$1.19M -81,851 -53%
Renaissance Technologies
28
Renaissance Technologies
New York
$856K -$318K -21,899 -24%
Millennium Management
29
Millennium Management
New York
$728K -$145K -10,025 -14%
Victory Capital Management
30
Victory Capital Management
Texas
$702K -$14.1K -970 -2%
GCA
31
Greenwood Capital Associates
South Carolina
$655K -$11.2K -773 -1%
Tudor Investment Corp
32
Tudor Investment Corp
Connecticut
$644K +$560K +38,631 +269%
Citadel Advisors
33
Citadel Advisors
Florida
$634K -$871K -60,044 -53%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$627K +$646K +44,576 New
N
35
Nuveen
North Carolina
$535K
Charles Schwab
36
Charles Schwab
California
$523K -$27.1K -1,872 -4%
Bank of America
37
Bank of America
North Carolina
$490K -$223K -15,396 -28%
LCM
38
Legato Capital Management
California
$417K +$498K +34,316 New
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$386K -$135K -9,300 -23%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$350K +$9.57K +660 +2%
Jane Street
41
Jane Street
New York
$342K +$408K +28,155 New
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$339K +$299K +20,634 +284%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$301K -$64K -4,410 -15%
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$297K -$294K -20,307 -45%
AllianceBernstein
45
AllianceBernstein
Tennessee
$294K -$21.8K -1,500 -6%
Invesco
46
Invesco
Georgia
$269K +$321K +22,115 New
SO
47
STRS Ohio
Ohio
$245K -$18.9K -1,300 -6%
EGM
48
Engineers Gate Manager
New York
$237K -$81.4K -5,616 -22%
JF
49
Jump Financial
Illinois
$226K +$270K +18,638 New
CSS
50
Cubist Systematic Strategies
Connecticut
$216K +$139K +9,559 +117%

OPRX Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2024, worth a combined $155M — down 14% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of OPRX and 16 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 24 added.

The largest buyer was Divisadero Street Capital Management, adding an estimated $9.04M. The largest seller was Kennedy Capital Management, cutting an estimated $2.48M.

  • 97 institutional investors held OptimizeRx (OPRX) as of Q1 2024, down from 98 in Q4 2023.
  • Funds reported $155M of OptimizeRx stock for Q1 2024, down 14% quarter-over-quarter.
  • 16 funds opened new OptimizeRx positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest OptimizeRx buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $9.04M added.
  • The largest OptimizeRx seller in Q1 2024 was Kennedy Capital Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q1 2024.