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OptimizeRx

85 hedge funds and large institutions have $95.5M invested in OptimizeRx in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 26

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.06% less ownership

Funds ownership: 71.6%67.54% (-4.1%)

8% less funds holding

Funds holding: 9285 (-7)

27% less capital invested

Capital invested by funds: $131M → $95.5M (-$35.3M)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

95% less call options, than puts

Call options by funds: $7K | Put options by funds: $140K

Holders
85
Holders Change
-7
Holders Change %
-7.61%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
32
Reduced
26
Closed
16
Calls
$7K
Puts
$140K
Net Calls
-$133K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Legato Capital Management
California
$641K +$208K +23,357 +39%
Citadel Advisors
27
Citadel Advisors
Florida
$585K -$237K -26,675 -26%
Renaissance Technologies
28
Renaissance Technologies
New York
$521K -$663K -74,646 -53%
GCA
29
Greenwood Capital Associates
South Carolina
$520K +$44.4K +4,999 +8%
N
30
Nuveen
North Carolina
$406K -$145K -16,302 -24%
BFM
31
Boothbay Fund Management
New York
$394K -$483K -54,329 -52%
Charles Schwab
32
Charles Schwab
California
$374K
Bank of America
33
Bank of America
North Carolina
$369K +$11.7K +1,319 +3%
PTC
34
Petrus Trust Company
Texas
$367K +$422K +47,501 New
Millennium Management
35
Millennium Management
New York
$352K +$252K +28,317 +163%
CCIA
36
Campbell & Co Investment Adviser
Maryland
$346K +$169K +19,016 +74%
SPA
37
Sherbrooke Park Advisers
New York
$278K +$321K +36,072 New
Goldman Sachs
38
Goldman Sachs
New York
$256K -$28.7K -3,230 -9%
AllianceBernstein
39
AllianceBernstein
Tennessee
$209K
Barclays
40
Barclays
United Kingdom
$208K +$187K +21,060 +359%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$196K +$1.35K +152 +0.6%
DC
42
Diametric Capital
Massachusetts
$185K +$213K +23,974 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$185K -$67.2K -7,562 -24%
CIS
44
Connors Investor Services
Pennsylvania
$168K +$24K +2,700 +14%
Jane Street
45
Jane Street
New York
$167K -$113K -12,682 -37%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$158K +$182K +20,430 New
State of Wisconsin Investment Board
47
State of Wisconsin Investment Board
Wisconsin
$134K -$22.1K -2,482 -12%
American Century Companies
48
American Century Companies
Missouri
$113K -$220K -24,772 -63%
Citigroup
49
Citigroup
New York
$97.8K +$78.7K +8,849 +232%
Squarepoint
50
Squarepoint
New York
$80.8K -$157K -17,693 -63%