OPRX icon

OptimizeRx
OPRX

Overview Fund Activity

97 hedge funds and large institutions have $155M invested in OptimizeRx in 2024 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
24
Reduced
38
Closed
17
Calls
$229K
Puts
$13K
Net Calls
+$216K
Net Calls Change
-$3.16M

Top Buyers

1
DSCM
1
Divisadero Street Capital Management
Florida
$19.1M
2
SM
2
Samjo Management
New York
$6.87M
3
EIM
3
Essex Investment Management
Massachusetts
$1.05M
4
RHJA
4
Rice Hall James & Associates
California
$4.88M
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$627K

Top Sellers

1
KCM
1
Kennedy Capital Management
Missouri
$3.89M
2
MAG
2
Millrace Asset Group
Pennsylvania
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$4.24M
4
GIPM
4
G2 Investment Partners Management
New York
$4.53M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$0
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$19.5K 1,603 -1,058 -40%
CTC
77
Cetera Trust Company
Minnesota
$18.2K 1,500 -3,900 -72%
AIP
78
Ameritas Investment Partners
Nebraska
$15.3K 1,258 – –
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$11.2K 925 – –
AB
80
Amalgamated Bank
New York
$7K 592 -1,795 -75%
TRCT
81
Tower Research Capital (TRC)
New York
$6.1K 502 -6,263 -93%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$5K 431 – –
CLOS
83
Compagnie Lombard Odier SCmA
Switzerland
$4.98K 410 – –
US Bancorp
84
US Bancorp
Minnesota
$3.69K 304 +304 New
CT
85
Colonial Trust
South Carolina
$3.16K 260 – –
CFD
86
Creative Financial Designs
Indiana
$2.32K 191 +191 New
AF
87
Advisornet Financial
Minnesota
$1.22K 100 – –
HWM
88
HighMark Wealth Management
Minnesota
$1.22K 100 – –
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$851 70 – –
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$656 54 +54 New
PD
91
Point72 (DIFC)
United Arab Emirates
$425 35 +35 New
Russell Investments Group
92
Russell Investments Group
United Kingdom
$377 31 – –
Comerica Bank
93
Comerica Bank
Texas
$340 28 – –
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$146 12 – –
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
$122 10 – –
PAS
96
Point72 Asia (Singapore)
Singapore
$49 4 -614 -99%
AWM
97
Avior Wealth Management
Nebraska
$48 4 +4 New
MAG
98
Millrace Asset Group
Pennsylvania
– – -133,936 Closed
Point72 Asset Management
99
Point72 Asset Management
Connecticut
– – -77,520 Closed
Squarepoint
100
Squarepoint
New York
– – -30,971 Closed
1 2 3
4
5