OPRX icon

OptimizeRx
OPRX

Overview Fund Activity

161 hedge funds and large institutions have $1.19B invested in OptimizeRx in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
2.83%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
40
Increased
51
Reduced
53
Closed
21
Calls
$98.5M
Puts
$79.2M
Net Calls
+$19.3M
Net Calls Change
-$10.1M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$50.4M
2
American Century Companies
2
American Century Companies
Missouri
$32.7M
3
BCH
3
Berkshire Capital Holdings
California
$32.4M
4
DCM
4
Driehaus Capital Management
Illinois
$40.3M
5
GIP
5
Granite Investment Partners
California
$20M

Top Sellers

1
FLAM
1
First Light Asset Management
Minnesota
$43.4M
2
AC
2
Avenir Corporation
Virginia
$43.5M
3
WA
3
Wasatch Advisors
Utah
$6.91M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$43.7M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$6.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
PM
101
Penbrook Management
New York
$613K – – –
VOYA Investment Management
102
VOYA Investment Management
Georgia
$588K +$18.8K +220 +3%
MCM
103
MAI Capital Management
Ohio
$582K – – –
JPMorgan Chase & Co
104
JPMorgan Chase & Co
New York
$556K -$5.81K -68 -1%
SG Americas Securities
105
SG Americas Securities
New York
$529K +$529K +6,180 New
PWS
106
Precision Wealth Strategies
Missouri
$526K +$91.5K +1,069 +21%
MIM
107
MetLife Investment Management
New Jersey
$495K – – –
TC
108
TownSquare Capital
Utah
$481K +$25.7K +301 +6%
Vontobel Holding
109
Vontobel Holding
Switzerland
$464K -$1.37M -16,022 -75%
CA
110
Cetera Advisors
Colorado
$464K -$134K -1,565 -22%
Balyasny Asset Management
111
Balyasny Asset Management
Illinois
$433K +$433K +5,062 New
Ameriprise
112
Ameriprise
Minnesota
$422K +$422K +1,932 New
State of Wisconsin Investment Board
113
State of Wisconsin Investment Board
Wisconsin
$419K -$85.5K -1,000 -17%
Citigroup
114
Citigroup
New York
$385K +$91K +1,065 +31%
MLICM
115
Metropolitan Life Insurance Company (MetLife)
New York
$383K -$57.6K -673 -13%
E
116
Ergoteles
New York
$376K +$376K +4,400 New
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$366K +$366K +4,277 New
Truist Financial
118
Truist Financial
North Carolina
$363K +$363K +4,243 New
ASRS
119
Arizona State Retirement System
Arizona
$362K +$16.1K +188 +5%
HIS
120
Harvest Investment Services
Illinois
$351K +$351K +4,110 New
IAA
121
Independent Advisor Alliance
North Carolina
$344K +$7.78K +91 +2%
UBS Group
122
UBS Group
Switzerland
$336K -$9.85K -115 -3%
HighTower Advisors
123
HighTower Advisors
Illinois
$336K +$336K +3,925 New
DWM
124
Dakota Wealth Management
Florida
$333K +$333K +3,892 New
FFA
125
First Foundation Advisors
California
$296K +$10.5K +123 +4%
3 4
5
6 7