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OptimizeRx
OPRX

Overview Fund Activity

179 hedge funds and large institutions have $930M invested in OptimizeRx in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 39 closing their positions.

Holders
179
Holders Change
+18
Holders Change %
+11.18%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.08%
New
58
Increased
61
Reduced
49
Closed
39
Calls
$62.9M
Puts
$39M
Net Calls
+$23.9M
Net Calls Change
+$4.65M

Top Buyers

1
BlackRock
1
BlackRock
New York
$166M
2
State Street
2
State Street
Massachusetts
$36.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M

Top Sellers

1
BCH
1
Berkshire Capital Holdings
California
$1K
2
Millennium Management
2
Millennium Management
New York
$583K
3
NCGI
3
Next Century Growth Investors
Minnesota
$0
4
CA
4
CastleArk Alternatives
Illinois
$0
5
PCA
5
Prospect Capital Advisors
California
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$1.05M 16,854 -11,348 -40%
JF
77
Jump Financial
Illinois
$925K 14,900 +14,900 New
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$898K 14,461 +14,461 New
SG Americas Securities
79
SG Americas Securities
New York
$893K 14,371 +8,191 +133%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$834K 13,431 +13,431 New
Federated Hermes
81
Federated Hermes
Pennsylvania
$832K 13,402 -191,568 -93%
UBS AM
82
UBS AM
Illinois
$829K 13,340 +3,305 +33%
TPSF
83
Texas Permanent School Fund
Texas
$796K 12,812 +12,812 New
EGM
84
Engineers Gate Manager
New York
$794K 12,790 +12,790 New
SOADOR
85
State of Alaska Department of Revenue
Alaska
$781K 12,585 +12,585 New
Deutsche Bank
86
Deutsche Bank
Germany
$754K 12,137 +490 +4%
HIS
87
Harvest Investment Services
Illinois
$715K 11,525 +7,415 +180%
NA
88
NewEdge Advisors
Louisiana
$702K 11,302 -2,038 -15%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$702K 11,315 +4,808 +74%
HIM
90
Hillsdale Investment Management
Ontario, Canada
$696K 11,206 -5,500 -33%
CAM
91
ClariVest Asset Management
California
$664K 10,700 -10,567 -50%
AIG
92
American International Group
New York
$651K 10,488 +1,088 +12%
Comerica Bank
93
Comerica Bank
Texas
$638K 15,140 +15,140 New
TWMP
94
Taylor Wealth Management Partners
Massachusetts
$634K 10,204 -10,164 -50%
GA
95
Geller Advisors
New York
$634K 10,200 -9,800 -49%
Victory Capital Management
96
Victory Capital Management
Texas
$624K 10,049 -2,439 -20%
RJA
97
Raymond James & Associates
Florida
$621K 10,005 +508 +5%
PWS
98
Precision Wealth Strategies
Missouri
$617K 9,929 +3,783 +62%
Millennium Management
99
Millennium Management
New York
$583K 9,384 -579,407 -98%
LSC
100
Lyon Street Capital
California
$559K 9,000 +9,000 New
2 3
4
5 6