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OptimizeRx
OPRX

Overview Fund Activity

161 hedge funds and large institutions have $1.19B invested in OptimizeRx in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
2.83%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
40
Increased
51
Reduced
53
Closed
21
Calls
$98.5M
Puts
$79.2M
Net Calls
+$19.3M
Net Calls Change
-$10.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$50.4M
2
American Century Companies
2
American Century Companies
Missouri
$32.7M
3
BCH
3
Berkshire Capital Holdings
California
$32.4M
4
DCM
4
Driehaus Capital Management
Illinois
$40.3M
5
GIP
5
Granite Investment Partners
California
$20M

Top Sellers

1
FLAM
1
First Light Asset Management
Minnesota
$43.4M
2
AC
2
Avenir Corporation
Virginia
$43.5M
3
WA
3
Wasatch Advisors
Utah
$6.91M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$43.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SEI Investments
51
SEI Investments
Pennsylvania
$3.76M 43,904 +11,224 +34%
Charles Schwab
52
Charles Schwab
California
$3.71M 43,357 +3,010 +7%
CGIM
53
Cannon Global Investment Management
Florida
$3.27M 38,207 +38,207 New
EIM
54
Essex Investment Management
Massachusetts
$3.24M 37,915 -214 -0.6%
Swiss National Bank
55
Swiss National Bank
Switzerland
$2.93M 34,300 +1,500 +5%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$2.74M 31,975 -797 -2%
AR
57
Advisory Research
Illinois
$2.69M 31,490 +31,490 New
Wells Fargo
58
Wells Fargo
California
$2.69M 31,416 -7,821 -20%
BFM
59
Boothbay Fund Management
New York
$2.55M 29,779 +29,779 New
Barclays
60
Barclays
United Kingdom
$2.47M 28,889 +25,845 +849%
BA
61
Bridgewater Associates
Connecticut
$2.44M 28,550 +28,550 New
Osaic Holdings
62
Osaic Holdings
Arizona
$2.41M 28,202 -5,615 -17%
Macquarie Group
63
Macquarie Group
Australia
$2.16M 25,262 -9,738 -28%
GCA
64
Greenwood Capital Associates
South Carolina
$2.13M 24,862 -234 -0.9%
Morgan Stanley
65
Morgan Stanley
New York
$2.09M 24,432 -16,165 -40%
RG
66
Renaissance Group
Kentucky
$2.05M 23,991 -182 -0.8%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.88M 21,972 -1,258 -5%
JCIA
68
Jackson Creek Investment Advisors
Colorado
$1.87M 21,819 +200 +0.9%
CAM
69
ClariVest Asset Management
California
$1.82M 21,267 – –
Principal Financial Group
70
Principal Financial Group
Iowa
$1.79M 20,900 +17,020 +439%
TWMP
71
Taylor Wealth Management Partners
Massachusetts
$1.74M 20,368 -465 -2%
CT
72
Clearstead Trust
Maine
$1.72M 20,095 -1,730 -8%
DTL
73
Dynamic Technology Lab
Singapore
$1.71M 20,010 +20,010 New
GA
74
Geller Advisors
New York
$1.71M 20,000 – –
GPCM
75
Granite Point Capital Management
Massachusetts
$1.71M 20,000 +20,000 New
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3
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