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OptimizeRx

153 hedge funds and large institutions have $585M invested in OptimizeRx in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $16.9M

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

2.4% more ownership

Funds ownership: 84.39%86.79% (+2.4%)

15% less funds holding

Funds holding: 180153 (-27)

37% less capital invested

Capital invested by funds: $930M → $585M (-$345M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

57% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 47

Holders
153
Holders Change
-27
Holders Change %
-15%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
20
Increased
65
Reduced
49
Closed
47
Calls
$23.8M
Puts
$16.9M
Net Calls
+$6.89M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
51
Bridgewater Associates
Connecticut
$1.63M +$462K +10,434 +32%
RhumbLine Advisers
52
RhumbLine Advisers
Massachusetts
$1.62M +$216K +4,878 +13%
EIM
53
Essex Investment Management
Massachusetts
$1.6M +$78.6K +1,777 +4%
Vontobel Holding
54
Vontobel Holding
Switzerland
$1.52M +$1.77M +40,025 New
RHJA
55
Rice Hall James & Associates
California
$1.51M +$47K +1,063 +3%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$1.45M +$433K +9,788 +34%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.43M +$128K +2,900 +8%
Public Sector Pension Investment Board (PSP Investments)
58
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.25M -$130K -2,930 -8%
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$1.24M +$1.16M +26,097 +386%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$1.23M -$4.21K -95 -0.3%
RG
61
Renaissance Group
Kentucky
$1.15M +$419K +9,467 +45%
Squarepoint
62
Squarepoint
New York
$1.15M +$256K +5,788 +24%
GCA
63
Greenwood Capital Associates
South Carolina
$1.11M +$140K +3,172 +12%
Wells Fargo
64
Wells Fargo
California
$1.01M -$454K -10,248 -28%
CSS
65
Cubist Systematic Strategies
Connecticut
$978K +$239K +5,390 +26%
PPA
66
Parametric Portfolio Associates
Washington
$887K -$512K -11,570 -33%
Citigroup
67
Citigroup
New York
$845K -$1.5M -33,851 -60%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$789K -$78.6K -1,775 -8%
AllianceBernstein
69
AllianceBernstein
Tennessee
$738K +$1.11K +25 +0.1%
CT
70
Clearstead Trust
Maine
$733K
NA
71
NewEdge Advisors
Louisiana
$731K +$357K +8,074 +71%
QC
72
Quadrature Capital
United Kingdom
$726K +$852K +19,245 New
UBS Group
73
UBS Group
Switzerland
$724K +$579K +13,071 +213%
Prudential Financial
74
Prudential Financial
New Jersey
$698K -$11.3K -255 -1%
YCM
75
Yousif Capital Management
Michigan
$691K -$19.9K -450 -2%