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OptimizeRx
OPRX

121 hedge funds and large institutions have $567M invested in OptimizeRx in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 34 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

326% more call options, than puts

Call options by funds: $44.1M | Put options by funds: $10.3M

83% more capital invested

Capital invested by funds: $310M → $567M (+$257M)

41% more funds holding

Funds holding: 86 → 121 (+35)

2.96% more ownership

Funds ownership: 66% → 68.96% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 36

Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
2.12%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
43
Increased
34
Reduced
36
Closed
8
Calls
$44.1M
Puts
$10.3M
Net Calls
+$33.8M
Net Calls Change
+$27.7M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$37.3M
2
PCM
Peregrine Capital Management
Minnesota
+$11.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$9.42M
4
Two Sigma Advisers
Two Sigma Advisers
New York
+$7.32M
5
MS
Maven Securities
Jersey
+$7.24M

Top Sellers

1
AIC
AWM Investment Company
New York
-$9.65M
2
GIPM
G2 Investment Partners Management
New York
-$9.38M
3
SAM
Silvercrest Asset Management
New York
-$7.33M
4
WA
Wasatch Advisors
Utah
-$5.34M
5
EI
EAM Investors
California
-$4.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$61K +$9.65K +200 +19%
Citigroup
102
Citigroup
New York
$53K -$83.3K -1,726 -62%
TRCT
103
Tower Research Capital (TRC)
New York
$52K -$152K -3,146 -75%
FC
104
FORA Capital
Florida
$48K +$47.2K +979 New
AS
105
Altshuler Shaham
Israel
$41K +$40.1K +831 New
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$35K – – –
JCM
107
Jacobi Capital Management
Pennsylvania
$34K +$33.8K +700 New
EVM
108
Eaton Vance Management
Massachusetts
$31K +$30.6K +635 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$24K -$88.8K -1,840 -79%
TCWM
110
Total Clarity Wealth Management
Illinois
$17K +$17K +353 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$15K – – –
SPIA
112
Steward Partners Investment Advisory
New York
$14.6K +$4.83K +100 +50%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K -$3.62K -75 -21%
SWM
114
Spire Wealth Management
Virginia
$12K +$12.5K +260 New
PAM
115
Panagora Asset Management
Massachusetts
$11K – – –
APA
116
American Portfolios Advisors
New York
$7.12K +$7.04K +146 New
First Manhattan
117
First Manhattan
New York
$3K +$3.38K +70 New
HWM
118
HighMark Wealth Management
Minnesota
$2K +$2.12K +44 New
WCM
119
Wealthcare Capital Management
Virginia
$1K +$1.45K +30 New
MAM
120
Meeder Asset Management
Ohio
$1K +$1.5K +31 New
AIG
121
American International Group
New York
$464 +$42.2K +874 +10%
APP
122
Alpha Paradigm Partners
Illinois
– -$519K -16,665 Closed
EGM
123
Engineers Gate Manager
New York
– -$461K -14,792 Closed
LNWWM
124
Laird Norton Wetherby Wealth Management
California
– -$260K -8,334 Closed
AllianceBernstein
125
AllianceBernstein
Tennessee
– -$252K -8,100 Closed
2 3 4
5
6

OPRX Hedge Fund Activity: Q1 2021 in Review

121 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2021, worth a combined $567M — up 83% from $310M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new OPRX positions and 8 closed out — a net gain of 35 holders — while 34 added to existing stakes and 36 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $37.3M. The largest seller was AWM Investment Company, cutting an estimated $9.65M.

  • 121 institutional investors held OptimizeRx (OPRX) as of Q1 2021, up from 86 in Q4 2020.
  • Funds reported $567M of OptimizeRx stock for Q1 2021, up 83% quarter-over-quarter.
  • 43 funds opened new OptimizeRx positions in Q1 2021 and 8 closed out, a net change of +35 holders.
  • The largest OptimizeRx buyer in Q1 2021 was Artisan Partners, an estimated $37.3M added.
  • The largest OptimizeRx seller in Q1 2021 was AWM Investment Company, an estimated $9.65M sold.

Based on aggregated 13F filings for Q1 2021.