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OptimizeRx

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.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 8587 (+2)

5.82% less ownership

Funds ownership: 67.54%61.72% (-5.8%)

42% less capital invested

Capital invested by funds: $95.5M → $55.3M (-$40.3M)

87% less call options, than puts

Call options by funds: $75K | Put options by funds: $569K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$426K -$47.1K -8,436 -9%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$412K -$113K -20,135 -19%
AC
28
Avenir Corporation
Virginia
$375K -$61.5K -11,000 -12%
Bank of America
29
Bank of America
North Carolina
$359K +$146K +26,093 +55%
Jane Street
30
Jane Street
New York
$352K +$284K +50,808 +235%
Goldman Sachs
31
Goldman Sachs
New York
$306K +$167K +29,798 +90%
JP Morgan Chase
32
JP Morgan Chase
New York
$291K +$292K +52,169 +670%
CIS
33
Connors Investor Services
Pennsylvania
$287K +$208K +37,193 +171%
N
34
Nuveen
North Carolina
$255K
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$222K +$255K +45,694 New
Squarepoint
36
Squarepoint
New York
$203K +$175K +31,252 +299%
Charles Schwab
37
Charles Schwab
California
$202K -$38.5K -6,885 -14%
Citadel Advisors
38
Citadel Advisors
Florida
$199K -$194K -34,729 -46%
XT
39
XTX Topco
Cayman Islands
$178K +$205K +36,674 New
CCIA
40
Campbell & Co Investment Adviser
Maryland
$152K -$76.1K -13,618 -30%
Barclays
41
Barclays
United Kingdom
$149K +$20.3K +3,640 +14%
DIM
42
Delta Investment Management
California
$146K +$168K +30,000 New
BFM
43
Boothbay Fund Management
New York
$140K -$124K -22,189 -43%
AllianceBernstein
44
AllianceBernstein
Tennessee
$131K
UBS Group
45
UBS Group
Switzerland
$128K +$101K +18,102 +219%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$122K +$6.98K +1,249 +5%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$115K -$9.92K -1,775 -7%
CC
48
Corton Capital
Ontario, Canada
$110K +$126K +22,610 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$108K +$104K +18,618 +505%
GCP
50
GSA Capital Partners
United Kingdom
$100K +$115K +20,661 New

OPRX Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2024, worth a combined $55.3M — down 42% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OPRX positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Whetstone Capital Advisors, opening a new position worth an estimated $7.55M. The largest seller was First Light Asset Management, exiting entirely with an estimated $14M sold.

  • 87 institutional investors held OptimizeRx (OPRX) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $55.3M of OptimizeRx stock for Q4 2024, down 42% quarter-over-quarter.
  • 19 funds opened new OptimizeRx positions in Q4 2024 and 17 closed out, a net change of +2 holders.
  • The largest OptimizeRx buyer in Q4 2024 was Whetstone Capital Advisors, an estimated $7.55M added.
  • The largest OptimizeRx seller in Q4 2024 was First Light Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2024.