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OptimizeRx

87 hedge funds and large institutions have $55.3M invested in OptimizeRx in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 8587 (+2)

5.82% less ownership

Funds ownership: 67.54%61.72% (-5.8%)

42% less capital invested

Capital invested by funds: $95.5M → $55.3M (-$40.3M)

87% less call options, than puts

Call options by funds: $75K | Put options by funds: $569K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
31
Reduced
19
Closed
17
Calls
$75K
Puts
$569K
Net Calls
-$494K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
51
Simplex Trading
Illinois
$86K +$82.4K +14,748 +478%
GCM
52
Graham Capital Management
Connecticut
$80.8K +$92.9K +16,632 New
WVP
53
Worth Venture Partners
New Jersey
$74.5K +$85.7K +15,327 New
American Century Companies
54
American Century Companies
Missouri
$70K -$1.21K -216 -1%
Citigroup
55
Citigroup
New York
$68.9K +$8.38K +1,500 +12%
SPA
56
Sherbrooke Park Advisers
New York
$66.3K -$125K -22,429 -62%
Wells Fargo
57
Wells Fargo
California
$54.5K +$15.6K +2,797 +33%
SG Americas Securities
58
SG Americas Securities
New York
$51K +$59K +10,555 New
Mirae Asset Global ETFs Holdings
59
Mirae Asset Global ETFs Holdings
Hong Kong
$49.5K +$2.55K +456 +5%
Deutsche Bank
60
Deutsche Bank
Germany
$47.2K
CF
61
Corebridge Financial
Texas
$42.4K -$3.68K -659 -7%
Group One Trading
62
Group One Trading
Illinois
$30.3K -$13.9K -2,482 -28%
MCM
63
MAI Capital Management
Ohio
$27.7K +$31.9K +5,700 New
SS
64
SBI Securities
Japan
$24.9K +$28.6K +5,123 New
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$24.5K
PFSRSONJ
66
Police & Firemen's Retirement System of New Jersey
New Jersey
$17.2K +$19.7K +3,532 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$12K +$8.45K +1,512 +158%
Legal & General Group
68
Legal & General Group
United Kingdom
$10.6K
AT
69
Avalon Trust
New Mexico
$9.72K
TRCT
70
Tower Research Capital (TRC)
New York
$9.24K +$5.39K +964 +103%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$6.19K
AIP
72
Ameritas Investment Partners
Nebraska
$6.11K
Jones Financial Companies
73
Jones Financial Companies
Missouri
$3.69K
AB
74
Amalgamated Bank
New York
$3K
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$3K +$3.73K +667 +4,764%

OPRX Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2024, worth a combined $55.3M — down 42% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OPRX positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Whetstone Capital Advisors, opening a new position worth an estimated $7.55M. The largest seller was First Light Asset Management, exiting entirely with an estimated $14M sold.

  • 87 institutional investors held OptimizeRx (OPRX) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $55.3M of OptimizeRx stock for Q4 2024, down 42% quarter-over-quarter.
  • 19 funds opened new OptimizeRx positions in Q4 2024 and 17 closed out, a net change of +2 holders.
  • The largest OptimizeRx buyer in Q4 2024 was Whetstone Capital Advisors, an estimated $7.55M added.
  • The largest OptimizeRx seller in Q4 2024 was First Light Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2024.