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OptimizeRx

128 hedge funds and large institutions have $205M invested in OptimizeRx in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

871% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $1.52M

9.58% less ownership

Funds ownership: 86.08%76.5% (-9.6%)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

13% less funds holding

Funds holding: 147128 (-19)

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

52% less capital invested

Capital invested by funds: $428M → $205M (-$224M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
128
Holders Change
-19
Holders Change %
-12.93%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
37
Reduced
42
Closed
45
Calls
$14.7M
Puts
$1.52M
Net Calls
+$13.2M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
76
VOYA Investment Management
Georgia
$210K +$280K +14,149 New
AQR Capital Management
77
AQR Capital Management
Connecticut
$196K +$261K +13,215 New
TPSF
78
Texas Permanent School Fund
Texas
$190K -$4.35K -220 -2%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$184K -$24.6K -1,247 -9%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$182K -$2.86M -144,802 -92%
CIS
81
Connors Investor Services
Pennsylvania
$163K +$217K +11,000 New
Stifel Financial
82
Stifel Financial
Missouri
$152K +$2.35K +119 +1%
AIG
83
American International Group
New York
$144K +$1.88K +95 +1%
JP Morgan Chase
84
JP Morgan Chase
New York
$144K +$4.11K +208 +2%
Osaic Holdings
85
Osaic Holdings
Arizona
$141K -$135K -6,810 -42%
MIM
86
MetLife Investment Management
New Jersey
$136K
AB
87
Amalgamated Bank
New York
$129K +$830 +42 +0.5%
Ensign Peak Advisors
88
Ensign Peak Advisors
Utah
$117K
Deutsche Bank
89
Deutsche Bank
Germany
$111K -$55.1K -2,787 -27%
PGM
90
Parian Global Management
New York
$104K +$138K +7,000 New
Wells Fargo
91
Wells Fargo
California
$99K +$37.9K +1,919 +40%
OPERF
92
Oregon Public Employees Retirement Fund
Oregon
$89K +$4.8K +243 +4%
BNP Paribas Financial Markets
93
BNP Paribas Financial Markets
France
$88.5K +$5.22K +264 +5%
TRSOTSOK
94
Teachers Retirement System of the State of Kentucky
Kentucky
$81K +$107K +5,425 New
Barclays
95
Barclays
United Kingdom
$73K -$13.4K -680 -12%
MOACM
96
Mutual of America Capital Management
New York
$53K +$10.7K +539 +18%
Rockefeller Capital Management
97
Rockefeller Capital Management
New York
$52K -$2.55K -129 -4%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$32K
UBS Group
99
UBS Group
Switzerland
$29K +$29.4K +1,485 +290%
KBC Group
100
KBC Group
Belgium
$23K