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OptimizeRx
OPRX

Overview Fund Activity

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.

Holders
121
Holders Change
+35
Holders Change %
+40.7%
% of All Funds
2.13%
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
1
Artisan Partners
Wisconsin
$37.7M
2
PCM
2
Peregrine Capital Management
Minnesota
$11.5M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$12M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$8.37M
5
MS
5
Maven Securities
Jersey
$7.4M

Top Sellers

1
AIC
1
AWM Investment Company
New York
$24.4M
2
GIPM
2
G2 Investment Partners Management
New York
$22.7M
3
SAM
3
Silvercrest Asset Management
New York
$5.87M
4
WA
4
Wasatch Advisors
Utah
$9.02M
5
EI
5
EAM Investors
California
$2.14M
Name Market Value Shares Shares
Change 		Shares
Change %
AIP
101
Ameritas Investment Partners
Nebraska
$61K 1,258 +200 +19%
Citigroup
102
Citigroup
New York
$53K 1,080 -1,726 -62%
TRCT
103
Tower Research Capital (TRC)
New York
$52K 1,071 -3,146 -75%
FC
104
FORA Capital
Florida
$48K 979 +979 New
AS
105
Altshuler Shaham
Israel
$41K 831 +831 New
OSAM
106
O'Shaughnessy Asset Management
Connecticut
$35K 711 – –
JCM
107
Jacobi Capital Management
Pennsylvania
$34K 700 +700 New
EVM
108
Eaton Vance Management
Massachusetts
$31K 635 +635 New
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$24K 478 -1,840 -79%
TCWM
110
Total Clarity Wealth Management
Illinois
$17K 353 +353 New
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$15K 300 – –
SPIA
112
Steward Partners Investment Advisory
New York
$14.6K 300 +100 +50%
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K 280 -75 -21%
SWM
114
Spire Wealth Management
Virginia
$12K 260 +260 New
PAM
115
Panagora Asset Management
Massachusetts
$11K 236 – –
APA
116
American Portfolios Advisors
New York
$7.12K 146 +146 New
First Manhattan
117
First Manhattan
New York
$3K 70 +70 New
HWM
118
HighMark Wealth Management
Minnesota
$2K 44 +44 New
WCM
119
Wealthcare Capital Management
Virginia
$1K 30 +30 New
MAM
120
Meeder Asset Management
Ohio
$1K 31 +31 New
AIG
121
American International Group
New York
$464 9,511 +874 +10%
APP
122
Alpha Paradigm Partners
Illinois
– – -16,665 Closed
EGM
123
Engineers Gate Manager
New York
– – -14,792 Closed
LNWWM
124
Laird Norton Wetherby Wealth Management
California
– – -8,334 Closed
AllianceBernstein
125
AllianceBernstein
Tennessee
– – -8,100 Closed
2 3 4
5
6