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OptimizeRx

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.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 8587 (+2)

5.82% less ownership

Funds ownership: 67.54%61.72% (-5.8%)

42% less capital invested

Capital invested by funds: $95.5M → $55.3M (-$40.3M)

87% less call options, than puts

Call options by funds: $75K | Put options by funds: $569K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CT
76
Colonial Trust
South Carolina
$2.7K +$676 +121 +31%
CLOS
77
Compagnie Lombard Odier SCmA
Switzerland
$1.99K
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$1.57K +$1.43K +255 +370%
VCM
79
Versant Capital Management
Arizona
$1.14K +$1.31K +234 New
Osaic Holdings
80
Osaic Holdings
Arizona
$933 -$6 -1 -0.5%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$875 +$894 +160 +800%
AAP
82
Arax Advisory Partners
Colorado
$613 +$704 +126 New
AF
83
Advisornet Financial
Minnesota
$486
HWM
84
HighMark Wealth Management
Minnesota
$486
SCM
85
Sterling Capital Management
North Carolina
$87
FMII
86
Farmers & Merchants Investments Inc
Nebraska
$58
FLAM
87
First Light Asset Management
Minnesota
-$14M -1,811,611 Closed
SM
88
Samjo Management
New York
-$8.07M -1,044,800 Closed
UBS AM
89
UBS AM
Illinois
-$2.39M -310,000 Closed
EIM
90
Essex Investment Management
Massachusetts
-$1.87M -242,025 Closed
LCM
91
Legato Capital Management
California
-$641K -83,050 Closed
Renaissance Technologies
92
Renaissance Technologies
New York
-$521K -67,500 Closed
PTC
93
Petrus Trust Company
Texas
-$367K -47,501 Closed
Millennium Management
94
Millennium Management
New York
-$352K -45,637 Closed
DC
95
Diametric Capital
Massachusetts
-$185K -23,974 Closed
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
-$158K -20,430 Closed
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
-$134K -17,400 Closed
MIM
98
MetLife Investment Management
New Jersey
-$77.8K -10,083 Closed
A
99
AlphaQuest
New York
-$75.7K -9,800 Closed
Acadian Asset Management
100
Acadian Asset Management
Massachusetts
-$41K -5,415 Closed

OPRX Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2024, worth a combined $55.3M — down 42% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OPRX positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Whetstone Capital Advisors, opening a new position worth an estimated $7.55M. The largest seller was First Light Asset Management, exiting entirely with an estimated $14M sold.

  • 87 institutional investors held OptimizeRx (OPRX) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $55.3M of OptimizeRx stock for Q4 2024, down 42% quarter-over-quarter.
  • 19 funds opened new OptimizeRx positions in Q4 2024 and 17 closed out, a net change of +2 holders.
  • The largest OptimizeRx buyer in Q4 2024 was Whetstone Capital Advisors, an estimated $7.55M added.
  • The largest OptimizeRx seller in Q4 2024 was First Light Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2024.