OPRX icon

OptimizeRx
OPRX

Overview Fund Activity

87 hedge funds and large institutions have $55.3M invested in OptimizeRx in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
19
Closed
17
Calls
$75K
Puts
$569K
Net Calls
-$494K
Net Calls Change
-$361K

Top Buyers

1
WCA
1
Whetstone Capital Advisors
Kansas
$6.56M
2
RA
2
Royce & Associates
New York
$5.2M
3
TCM
3
Tang Capital Management
California
$1.08M
4
KCM
4
Kennedy Capital Management
Missouri
$2.89M
5
Walleye Capital
5
Walleye Capital
New York
$673K

Top Sellers

1
FLAM
1
First Light Asset Management
Minnesota
$0
2
SM
2
Samjo Management
New York
$0
3
AIC
3
AWM Investment Company
New York
$1.05M
4
UBS AM
4
UBS AM
Illinois
$0
5
EIM
5
Essex Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$426K 87,712 -8,436 -9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$412K 84,782 -20,135 -19%
AC
28
Avenir Corporation
Virginia
$375K 77,260 -11,000 -12%
Bank of America
29
Bank of America
North Carolina
$359K 73,934 +26,093 +55%
Jane Street
30
Jane Street
New York
$352K 72,454 +50,808 +235%
Goldman Sachs
31
Goldman Sachs
New York
$306K 63,023 +29,798 +90%
JPMorgan Chase & Co
32
JPMorgan Chase & Co
New York
$291K 59,952 +52,169 +670%
CIS
33
Connors Investor Services
Pennsylvania
$287K 59,000 +37,193 +171%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$255K 52,563 – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$222K 45,694 +45,694 New
Squarepoint
36
Squarepoint
New York
$203K 41,712 +31,252 +299%
Charles Schwab
37
Charles Schwab
California
$202K 41,552 -6,885 -14%
Citadel Advisors
38
Citadel Advisors
Florida
$199K 41,049 -34,729 -46%
XT
39
XTX Topco
Cayman Islands
$178K 36,674 +36,674 New
CCIA
40
Campbell & Co Investment Adviser
Maryland
$152K 31,211 -13,618 -30%
Barclays
41
Barclays
United Kingdom
$148K 30,574 +3,640 +14%
DIM
42
Delta Investment Management
California
$146K 30,000 +30,000 New
BFM
43
Boothbay Fund Management
New York
$140K 28,875 -22,189 -43%
AllianceBernstein
44
AllianceBernstein
Tennessee
$131K 27,050 – –
UBS Group
45
UBS Group
Switzerland
$128K 26,370 +18,102 +219%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$122K 25,149 +1,249 +5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$115K 23,544 -1,775 -7%
CC
48
Corton Capital
Ontario, Canada
$110K 22,610 +22,610 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$108K 22,308 +18,618 +505%
GCP
50
GSA Capital Partners
United Kingdom
$100K 20,661 +20,661 New
1
2
3 4 5