OPRX icon

OptimizeRx
OPRX

Overview Fund Activity

108 hedge funds and large institutions have $168M invested in OptimizeRx in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
108
Holders Change
+21
Holders Change %
+24.14%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
30
Increased
31
Reduced
25
Closed
7
Calls
$2.44M
Puts
$1.25M
Net Calls
+$1.19M
Net Calls Change
+$2.79M

Top Buyers

1
MHP
1
Manatuck Hill Partners
Connecticut
$6.14M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$2.11M
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.29M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.46M
5
UBS Group
5
UBS Group
Switzerland
$1.39M

Top Sellers

1
RA
1
Royce & Associates
New York
$10.7M
2
Invesco
2
Invesco
Georgia
$0
3
Marshall Wace
3
Marshall Wace
United Kingdom
$1.51M
4
BlackRock
4
BlackRock
New York
$16.5M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFSRSONJ
76
Police & Firemen's Retirement System of New Jersey
New Jersey
$47.7K 3,532 – –
QT
77
Quantbot Technologies
New York
$44.4K 3,292 +3,292 New
GRP
78
Global Retirement Partners
California
$37.1K 2,750 +2,750 New
TRCT
79
Tower Research Capital (TRC)
New York
$36.8K 2,728 +1,515 +125%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$35.3K 2,619 +2,619 New
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$28.6K 2,121 +1,818 +600%
AT
82
Avalon Trust
New Mexico
$27K 2,000 – –
Legal & General Group
83
Legal & General Group
United Kingdom
$26.5K 1,962 -219 -10%
C
84
Covestor
United Kingdom
$26K 1,922 +1,922 New
VCM
85
Versant Capital Management
Arizona
$24.2K 1,793 – –
QL
86
Quarry LP
New York
$17.8K 1,316 +1,316 New
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$17.2K 1,273 – –
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$17K 1,293 -2,319 -64%
AIP
89
Ameritas Investment Partners
Nebraska
$17K 1,258 – –
SPIA
90
Steward Partners Investment Advisory
New York
$13.5K 1,000 – –
Jones Financial Companies
91
Jones Financial Companies
Missouri
$10.4K 760 – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$9K 660 -25 -4%
GI
93
GAMMA Investing
California
$8.61K 638 +194 +44%
AB
94
Amalgamated Bank
New York
$8K 592 – –
CLOS
95
Compagnie Lombard Odier SCmA
Switzerland
$5.54K 410 – –
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$4.2K 311 -35 -10%
SS
97
SBI Securities
Japan
$4.09K 303 -70 -19%
RA
98
Rise Advisors
New York
$3.86K 286 – –
CCMI
99
Creative Capital Management Investments
California
$2.69K 199 +199 New
Federated Hermes
100
Federated Hermes
Pennsylvania
$1.92K 142 +142 New
1 2 3
4
5