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OptimizeRx
OPRX

Overview Fund Activity

87 hedge funds and large institutions have $55.3M invested in OptimizeRx in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 17 closing their positions.

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
31
Reduced
19
Closed
17
Calls
$75K
Puts
$569K
Net Calls
-$494K
Net Calls Change
-$361K

Top Buyers

1
WCA
1
Whetstone Capital Advisors
Kansas
$6.56M
2
RA
2
Royce & Associates
New York
$5.2M
3
TCM
3
Tang Capital Management
California
$1.08M
4
KCM
4
Kennedy Capital Management
Missouri
$2.89M
5
Walleye Capital
5
Walleye Capital
New York
$673K

Top Sellers

1
FLAM
1
First Light Asset Management
Minnesota
$0
2
SM
2
Samjo Management
New York
$0
3
AIC
3
AWM Investment Company
New York
$1.05M
4
UBS AM
4
UBS AM
Illinois
$0
5
EIM
5
Essex Investment Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CT
76
Colonial Trust
South Carolina
$2.7K 512 +121 +31%
CLOS
77
Compagnie Lombard Odier SCmA
Switzerland
$1.99K 410 – –
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$1.58K 324 +255 +370%
VCM
79
Versant Capital Management
Arizona
$1.14K 234 +234 New
Osaic Holdings
80
Osaic Holdings
Arizona
$933 192 -1 -0.5%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$875 180 +160 +800%
AAP
82
Arax Advisory Partners
Colorado
$613 126 +126 New
HWM
83
HighMark Wealth Management
Minnesota
$486 100 – –
AF
84
Advisornet Financial
Minnesota
$486 100 – –
SCM
85
Sterling Capital Management
North Carolina
$87 18 – –
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$58 12 – –
FLAM
87
First Light Asset Management
Minnesota
– – -1,811,611 Closed
SM
88
Samjo Management
New York
– – -1,044,800 Closed
UBS AM
89
UBS AM
Illinois
– – -310,000 Closed
EIM
90
Essex Investment Management
Massachusetts
– – -242,025 Closed
LCM
91
Legato Capital Management
California
– – -83,050 Closed
Renaissance Technologies
92
Renaissance Technologies
New York
– – -67,500 Closed
PTC
93
Petrus Trust Company
Texas
– – -47,501 Closed
Millennium Management
94
Millennium Management
New York
– – -45,637 Closed
DC
95
Diametric Capital
Massachusetts
– – -23,974 Closed
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
– – -20,430 Closed
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
– – -17,400 Closed
MIM
98
MetLife Investment Management
New Jersey
– – -10,083 Closed
A
99
AlphaQuest
New York
– – -9,800 Closed
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
– – -5,415 Closed
1 2 3
4
5