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OptimizeRx
OPRX

Overview Fund Activity

92 hedge funds and large institutions have $131M invested in OptimizeRx in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 22 closing their positions.

Holders
92
Holders Change
-5
Holders Change %
-5.15%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
18
Increased
39
Reduced
24
Closed
22
Calls
$1.76M
Puts
$548K
Net Calls
+$1.21M
Net Calls Change
+$998K

Top Buyers

1
UBS AM
1
UBS AM
Illinois
$3.1M
2
SM
2
Samjo Management
New York
$7.8M
3
AIC
3
AWM Investment Company
New York
$10M
4
RHJA
4
Rice Hall James & Associates
California
$4.96M
5
BlackRock
5
BlackRock
New York
$11.8M

Top Sellers

1
DSCM
1
Divisadero Street Capital Management
Florida
$13.2M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$0
3
William Blair & Company
3
William Blair & Company
Illinois
$6.44M
4
Victory Capital Management
4
Victory Capital Management
Texas
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$4.8K -$13K -1,297 -73%
CLOS
77
Compagnie Lombard Odier SCmA
Switzerland
$4.1K – – –
CT
78
Colonial Trust
South Carolina
$3.31K +$630 +61 +23%
US Bancorp
79
US Bancorp
Minnesota
$3.04K – – –
BFEC
80
Benjamin F. Edwards & Company
Missouri
$2K -$1.48K -183 -42%
NC
81
nVerses Capital
Florida
$2K +$2K +200 New
AF
82
Advisornet Financial
Minnesota
$1K – – –
HWM
83
HighMark Wealth Management
Minnesota
$1K – – –
Nisa Investment Advisors
84
Nisa Investment Advisors
Missouri
$800 -$20.7K -2,067 -96%
A
85
AlphaQuest
New York
$610 +$610 +61 New
Russell Investments Group
86
Russell Investments Group
United Kingdom
$310 – – –
Comerica Bank
87
Comerica Bank
Texas
$240 -$40 -4 -14%
FMII
88
Farmers & Merchants Investments Inc
Nebraska
$120 – – –
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$100 – – –
IC
90
Innealta Capital
Texas
$10 +$10 +1 New
GI
91
GAMMA Investing
California
$10 +$10 +1 New
Federated Hermes
92
Federated Hermes
Pennsylvania
– -$2.25M -185,070 Closed
Victory Capital Management
93
Victory Capital Management
Texas
– -$702K -57,737 Closed
Mirae Asset Global Investments
94
Mirae Asset Global Investments
South Korea
– -$627K -44,576 Closed
Acadian Asset Management
95
Acadian Asset Management
Massachusetts
– -$297K -24,562 Closed
JF
96
Jump Financial
Illinois
– -$226K -18,638 Closed
CSS
97
Cubist Systematic Strategies
Connecticut
– -$216K -17,738 Closed
PFM
98
Premier Fund Managers
United Kingdom
– -$188K -15,511 Closed
Two Sigma Advisers
99
Two Sigma Advisers
New York
– -$157K -12,900 Closed
ECM
100
ExodusPoint Capital Management
New York
– -$138K -11,341 Closed
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4
5