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OptimizeRx

68 hedge funds and large institutions have $197M invested in OptimizeRx in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 5

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

78% more capital invested

Capital invested by funds: $110M → $197M (+$86.3M)

28% more funds holding

Funds holding: 5368 (+15)

5.83% more ownership

Funds ownership: 57.76%63.6% (+5.8%)

46% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 26

Holders
68
Holders Change
+15
Holders Change %
+28.3%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
20
Increased
14
Reduced
26
Closed
5
Calls
$2.21M
Puts
Net Calls
+$2.21M
Net Calls Change
+$2.15M
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$163K +$12.1K +702 +10%
MIM
52
MetLife Investment Management
New Jersey
$162K +$134K +7,790 New
Barclays
53
Barclays
United Kingdom
$139K -$22.3K -1,298 -16%
EP
54
Eudaimonia Partners
Tennessee
$123K
JP Morgan Chase
55
JP Morgan Chase
New York
$115K +$9.91K +577 +12%
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$107K +$88.4K +5,150 New
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$69.1K +$48.3K +2,814 +563%
Bessemer Group
58
Bessemer Group
New Jersey
$38K -$15.5K -900 -33%
Legal & General Group
59
Legal & General Group
United Kingdom
$38K -$9.53K -555 -24%
AIP
60
Ameritas Investment Partners
Nebraska
$22K
Citigroup
61
Citigroup
New York
$15K -$22.3K -1,300 -65%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$14K -$7.91K -461 -41%
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.6K +$10.4K +605 New
DWA
64
Dorsey Wright & Associates
California
$11K +$9.39K +547 New
Federated Hermes
65
Federated Hermes
Pennsylvania
$7K +$5.49K +320 New
PAM
66
Panagora Asset Management
Massachusetts
$5K +$4.05K +236 New
UBS Group
67
UBS Group
Switzerland
$2K -$99.3K -5,786 -99%
KCM
68
Kennedy Capital Management
Missouri
-$1.73M -133,075 Closed
Squarepoint
69
Squarepoint
New York
-$384K -29,490 Closed
Two Sigma Investments
70
Two Sigma Investments
New York
-$133K -10,200 Closed
SG Americas Securities
71
SG Americas Securities
New York
-$102K -7,858 Closed
PI
72
PEAK6 Investments
Illinois
-$101K -7,774 Closed

OPRX Hedge Fund Activity: Q3 2020 in Review

68 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q3 2020, worth a combined $197M — up 78% from $110M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OPRX positions and 5 closed out — a net gain of 15 holders — while 14 added to existing stakes and 26 trimmed.

The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $6.7M. The largest seller was Wasatch Advisors, cutting an estimated $1.94M.

  • 68 institutional investors held OptimizeRx (OPRX) as of Q3 2020, up from 53 in Q2 2020.
  • Funds reported $197M of OptimizeRx stock for Q3 2020, up 78% quarter-over-quarter.
  • 20 funds opened new OptimizeRx positions in Q3 2020 and 5 closed out, a net change of +15 holders.
  • The largest OptimizeRx buyer in Q3 2020 was Handelsbanken Fonder, an estimated $6.7M added.
  • The largest OptimizeRx seller in Q3 2020 was Wasatch Advisors, an estimated $1.94M sold.

Based on aggregated 13F filings for Q3 2020.