We are live on ! Find out more
OPRX icon

OptimizeRx

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.

New
Increased
Maintained
Reduced
Closed

1,662% more call options, than puts

Call options by funds: $229K | Put options by funds: $13K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

1.16% more ownership

Funds ownership: 69.26%70.42% (+1.2%)

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

1% less funds holding

Funds holding: 9897 (-1)

14% less capital invested

Capital invested by funds: $180M → $155M (-$24.5M)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
1.4%
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
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$19.5K -$15.3K -1,058 -40%
CTC
77
Cetera Trust Company
Minnesota
$18.2K -$56.6K -3,900 -72%
AIP
78
Ameritas Investment Partners
Nebraska
$15.3K
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$11.2K
AB
80
Amalgamated Bank
New York
$7K -$26K -1,795 -75%
TRCT
81
Tower Research Capital (TRC)
New York
$6.1K -$90.8K -6,263 -93%
BFEC
82
Benjamin F. Edwards & Company
Missouri
$5K
CLOS
83
Compagnie Lombard Odier SCmA
Switzerland
$4.98K
US Bancorp
84
US Bancorp
Minnesota
$3.69K +$4.41K +304 New
CT
85
Colonial Trust
South Carolina
$3.16K
CFD
86
Creative Financial Designs
Indiana
$2.32K +$2.77K +191 New
AF
87
Advisornet Financial
Minnesota
$1.22K
HWM
88
HighMark Wealth Management
Minnesota
$1.22K
HGERS
89
Householder Group Estate & Retirement Specialist
Arizona
$851
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$656 +$783 +54 New
PD
91
Point72 (DIFC)
United Arab Emirates
$425 +$508 +35 New
Russell Investments Group
92
Russell Investments Group
United Kingdom
$377
Comerica Bank
93
Comerica Bank
Texas
$340
FMII
94
Farmers & Merchants Investments Inc
Nebraska
$146
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
$122
PAS
96
Point72 Asia (Singapore)
Singapore
$49 -$8.9K -614 -99%
AWM
97
Avior Wealth Management
Nebraska
$48 +$58 +4 New
MAG
98
Millrace Asset Group
Pennsylvania
-$1.92M -133,936 Closed
Point72 Asset Management
99
Point72 Asset Management
Connecticut
-$1.11M -77,520 Closed
Squarepoint
100
Squarepoint
New York
-$443K -30,971 Closed

OPRX Hedge Fund Activity: Q1 2024 in Review

97 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2024, worth a combined $155M — down 14% from $180M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of OPRX and 16 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 24 added.

The largest buyer was Divisadero Street Capital Management, adding an estimated $9.04M. The largest seller was Kennedy Capital Management, cutting an estimated $2.48M.

  • 97 institutional investors held OptimizeRx (OPRX) as of Q1 2024, down from 98 in Q4 2023.
  • Funds reported $155M of OptimizeRx stock for Q1 2024, down 14% quarter-over-quarter.
  • 16 funds opened new OptimizeRx positions in Q1 2024 and 17 closed out, a net change of -1 holder.
  • The largest OptimizeRx buyer in Q1 2024 was Divisadero Street Capital Management, an estimated $9.04M added.
  • The largest OptimizeRx seller in Q1 2024 was Kennedy Capital Management, an estimated $2.48M sold.

Based on aggregated 13F filings for Q1 2024.