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OptimizeRx

86 hedge funds and large institutions have $310M invested in OptimizeRx in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

251% more call options, than puts

Call options by funds: $8.51M | Put options by funds: $2.42M

58% more capital invested

Capital invested by funds: $197M → $310M (+$114M)

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

26% more funds holding

Funds holding: 6886 (+18)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2.4% more ownership

Funds ownership: 63.6%66% (+2.4%)

Holders
86
Holders Change
+18
Holders Change %
+26.47%
% of All Funds
1.52%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.11%
New
23
Increased
32
Reduced
24
Closed
5
Calls
$8.51M
Puts
$2.42M
Net Calls
+$6.08M
Net Calls Change
+$3.87M
Name Holding Trade Value Shares
Change
Change in
Stake
EGM
51
Engineers Gate Manager
New York
$461K +$362K +14,792 New
QC
52
Quadrature Capital
United Kingdom
$449K +$352K +14,381 New
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$436K +$44.1K +1,800 +15%
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$417K +$41.5K +1,694 +14%
Deutsche Bank
55
Deutsche Bank
Germany
$338K +$74.6K +3,044 +39%
RJA
56
Raymond James & Associates
Florida
$312K -$18.1K -740 -7%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$276K +$217K +8,850 New
Goldman Sachs
58
Goldman Sachs
New York
$272K -$1.19M -48,608 -85%
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$260K +$204K +8,334 New
AllianceBernstein
60
AllianceBernstein
Tennessee
$252K +$198K +8,100 New
MIM
61
MetLife Investment Management
New Jersey
$243K
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$215K +$169K +6,895 New
MCM
63
MAI Capital Management
Ohio
$212K +$167K +6,800 New
JP Morgan Chase
64
JP Morgan Chase
New York
$205K +$28.1K +1,147 +21%
MLICM
65
Metropolitan Life Insurance Company (MetLife)
New York
$160K
Barclays
66
Barclays
United Kingdom
$149K -$45.8K -1,868 -28%
TRCT
67
Tower Research Capital (TRC)
New York
$131K -$279K -11,376 -73%
UBS Group
68
UBS Group
Switzerland
$111K +$85.7K +3,497 +4,317%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$89K +$40.2K +1,643 +243%
Citigroup
70
Citigroup
New York
$87K +$51.6K +2,107 +301%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$83.9K -$15.3K -623 -19%
Simplex Trading
72
Simplex Trading
Illinois
$61K +$48.7K +1,988 New
Legal & General Group
73
Legal & General Group
United Kingdom
$55K -$833 -34 -2%
Bessemer Group
74
Bessemer Group
New Jersey
$44K -$9.8K -400 -22%
AIP
75
Ameritas Investment Partners
Nebraska
$33K

OPRX Hedge Fund Activity: Q4 2020 in Review

86 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2020, worth a combined $310M — up 58% from $197M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new OPRX positions and 5 closed out — a net gain of 18 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Next Century Growth Investors, opening a new position worth an estimated $5.49M. The largest seller was G2 Investment Partners Management, cutting an estimated $5.62M.

  • 86 institutional investors held OptimizeRx (OPRX) as of Q4 2020, up from 68 in Q3 2020.
  • Funds reported $310M of OptimizeRx stock for Q4 2020, up 58% quarter-over-quarter.
  • 23 funds opened new OptimizeRx positions in Q4 2020 and 5 closed out, a net change of +18 holders.
  • The largest OptimizeRx buyer in Q4 2020 was Next Century Growth Investors, an estimated $5.49M added.
  • The largest OptimizeRx seller in Q4 2020 was G2 Investment Partners Management, an estimated $5.62M sold.

Based on aggregated 13F filings for Q4 2020.