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OptimizeRx
OPRX

92 hedge funds and large institutions have $131M invested in OptimizeRx in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more call options, than puts

Call options by funds: $1.76M | Put options by funds: $548K

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

1.18% more ownership

Funds ownership: 70.42% → 71.6% (+1.2%)

5% less funds holding

Funds holding: 97 → 92 (-5)

16% less capital invested

Capital invested by funds: $155M → $131M (-$24.5M)

18% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
92
Holders Change
-5
Holders Change %
-5.15%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
39
Reduced
24
Closed
22
Calls
$1.76M
Puts
$548K
Net Calls
+$1.21M
Net Calls Change
+$998K

Top Buyers

1
UBS AM
UBS AM
Illinois
+$3.41M
2
SM
Samjo Management
New York
+$2.35M
3
AIC
AWM Investment Company
New York
+$1.64M
4
RHJA
Rice Hall James & Associates
California
+$1.04M
5
BlackRock
BlackRock
New York
+$990K

Top Sellers

1
DSCM
Divisadero Street Capital Management
Florida
-$2.82M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$2.25M
3
William Blair & Company
William Blair & Company
Illinois
-$1.52M
4
Victory Capital Management
Victory Capital Management
Texas
-$702K
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$627K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$989K +$273K +24,859 +34%
Credit Agricole
27
Credit Agricole
France
$892K +$980K +89,200 New
AC
28
Avenir Corporation
Virginia
$883K – – –
N
29
Nuveen
North Carolina
$689K +$273K +24,830 +56%
GCA
30
Greenwood Capital Associates
South Carolina
$624K +$92.9K +8,455 +16%
LCM
31
Legato Capital Management
California
$597K +$279K +25,377 +74%
Charles Schwab
32
Charles Schwab
California
$484K +$59.4K +5,406 +13%
Bank of America
33
Bank of America
North Carolina
$465K +$68.3K +6,222 +15%
Marshall Wace
34
Marshall Wace
United Kingdom
$457K +$503K +45,748 New
American Century Companies
35
American Century Companies
Missouri
$394K -$415K -37,750 -49%
Goldman Sachs
36
Goldman Sachs
New York
$365K +$241K +21,985 +152%
Jane Street
37
Jane Street
New York
$343K +$67.8K +6,173 +22%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$315K +$29.2K +2,658 +9%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$305K -$247K -22,463 -42%
Squarepoint
40
Squarepoint
New York
$282K +$309K +28,153 New
Simplex Trading
41
Simplex Trading
Illinois
$280K +$249K +22,676 +423%
AllianceBernstein
42
AllianceBernstein
Tennessee
$271K +$31.3K +2,850 +12%
CCIA
43
Campbell & Co Investment Adviser
Maryland
$258K +$284K +25,813 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$252K +$3.06K +279 +1%
State of Wisconsin Investment Board
45
State of Wisconsin Investment Board
Wisconsin
$199K -$131K -11,918 -37%
CIS
46
Connors Investor Services
Pennsylvania
$191K +$27.5K +2,500 +15%
QC
47
Quadrature Capital
United Kingdom
$177K +$195K +17,732 New
Millennium Management
48
Millennium Management
New York
$173K -$468K -42,586 -71%
EGM
49
Engineers Gate Manager
New York
$156K -$42.9K -3,901 -20%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$156K +$155K +14,102 New
1
2
3 4 5

OPRX Hedge Fund Activity: Q2 2024 in Review

92 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q2 2024, worth a combined $131M — down 16% from $155M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of OPRX and 18 opened new positions — a net loss of 4 holders — while 24 trimmed existing stakes and 39 added.

The largest buyer was UBS AM, opening a new position worth an estimated $3.41M. The largest seller was Divisadero Street Capital Management, cutting an estimated $2.82M.

  • 92 institutional investors held OptimizeRx (OPRX) as of Q2 2024, down from 97 in Q1 2024.
  • Funds reported $131M of OptimizeRx stock for Q2 2024, down 16% quarter-over-quarter.
  • 18 funds opened new OptimizeRx positions in Q2 2024 and 22 closed out, a net change of -4 holders.
  • The largest OptimizeRx buyer in Q2 2024 was UBS AM, an estimated $3.41M added.
  • The largest OptimizeRx seller in Q2 2024 was Divisadero Street Capital Management, an estimated $2.82M sold.

Based on aggregated 13F filings for Q2 2024.