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OptimizeRx

128 hedge funds and large institutions have $85.8M invested in OptimizeRx in 2026 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 49 increasing their positions, 28 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $340K

75% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 28

1.02% more ownership

Funds ownership: 71.59%72.61% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 129128 (-1)

48% less capital invested

Capital invested by funds: $164M → $85.8M (-$78.1M)

Holders
128
Holders Change
-1
Holders Change %
-0.78%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
49
Reduced
28
Closed
29
Calls
$1.32M
Puts
$340K
Net Calls
+$980K
Net Calls Change
-$477K
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
51
Oxford Asset Management
United Kingdom
$245K +$362K +39,024 New
N
52
Nuveen
North Carolina
$245K +$1.97K +212 +0.5%
Man Group
53
Man Group
United Kingdom
$245K +$362K +38,941 New
SOW
54
State of Wyoming
Wyoming
$221K +$230K +24,716 +235%
CCIA
55
Campbell & Co Investment Adviser
Maryland
$206K +$185K +19,952 +155%
Marshall Wace
56
Marshall Wace
United Kingdom
$196K +$106K +11,461 +58%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$173K +$256K +27,544 New
CC
58
Centiva Capital
New York
$167K +$247K +26,573 New
Millennium Management
59
Millennium Management
New York
$159K -$170K -18,354 -42%
SO
60
STRS Ohio
Ohio
$154K
Franklin Resources
61
Franklin Resources
California
$152K +$73.2K +7,882 +48%
HIM
62
Hillsdale Investment Management
Ontario, Canada
$127K
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$127K -$67.4K -7,253 -26%
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$121K +$50.2K +5,400 +39%
XT
65
XTX Topco
Cayman Islands
$116K +$171K +18,423 New
Wells Fargo
66
Wells Fargo
California
$115K -$98.7K -10,627 -37%
EGM
67
Engineers Gate Manager
New York
$103K -$20.1K -2,160 -12%
PCM
68
Perkins Capital Management
Minnesota
$99.9K -$13.9K -1,500 -9%
Los Angeles Capital Management
69
Los Angeles Capital Management
California
$99.6K -$267K -28,711 -64%
IWC
70
Integrated Wealth Concepts
Massachusetts
$88.3K +$131K +14,061 New
HSBC Holdings
71
HSBC Holdings
United Kingdom
$84.8K +$123K +13,286 New
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$78.8K +$117K +12,551 New
Deutsche Bank
73
Deutsche Bank
Germany
$77.9K
VF
74
Virtu Financial
New York
$74K +$110K +11,827 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$71.4K -$171K -18,368 -62%