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OptimizeRx

127 hedge funds and large institutions have $205M invested in OptimizeRx in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 45 closing their positions.

Holders
127
Holders Change
-19
Holders Change %
-13.01%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
37
Reduced
42
Closed
45
Calls
$14.7M
Puts
$1.52M
Net Calls
+$13.2M
Net Calls Change
-$2.25M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
101
Activest Wealth Management
Florida
$22K 1,500 +1,500 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$21K 1,355 -259 -16%
TRCT
103
Tower Research Capital (TRC)
New York
$19K 1,268 -5,347 -81%
AIP
104
Ameritas Investment Partners
Nebraska
$18K 1,258
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$16.4K 1,106
Fidelity Investments
106
Fidelity Investments
Massachusetts
$15K 1,004 -229,080 -100%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$12K 818 -57,374 -99%
CLOS
108
Compagnie Lombard Odier SCmA
Switzerland
$6K 410
DFCM
109
Dark Forest Capital Management
Puerto Rico
$6K 373 +373 New
HIIFS
110
Harel Insurance Investments & Financial Services
Israel
$4K 284 -43 -13%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$4K 237 -12 -5%
BBHC
112
Brown Brothers Harriman & Co
New York
$3K 212
FDCDDQ
113
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.96K 200
IA
114
IFP Advisors
Florida
$2K 22 +1 +5%
PFBT
115
Parkside Financial Bank & Trust
Missouri
$2K 128 +124 +3,100%
US Bancorp
116
US Bancorp
Minnesota
$1K 48 -517 -92%
MAM
117
Meeder Asset Management
Ohio
$1K 98 -457 -82%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$1K 70 -255 -78%
SPIA
119
Steward Partners Investment Advisory
New York
$1K 100
GWSG
120
GPS Wealth Strategies Group
Colorado
$1K 85
First Manhattan
121
First Manhattan
New York
$1K 70
HWM
122
HighMark Wealth Management
Minnesota
$1K 100
AF
123
Advisornet Financial
Minnesota
$1K 100
PWMG
124
Prestige Wealth Management Group
New Jersey
$1K 35 +35 New
Artisan Partners
125
Artisan Partners
Wisconsin
-706,140 Closed