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OptimizeRx

128 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.

New
Increased
Maintained
Reduced
Closed

871% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $1.52M

9.58% less ownership

Funds ownership: 86.08%76.5% (-9.6%)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

13% less funds holding

Funds holding: 147128 (-19)

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

52% less capital invested

Capital invested by funds: $428M → $205M (-$224M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
128
Holders Change
-19
Holders Change %
-12.93%
% 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 Holding Trade Value Shares
Change
Change in
Stake
AWM
101
Activest Wealth Management
Florida
$22K +$29.6K +1,500 New
PNC Financial Services Group
102
PNC Financial Services Group
Pennsylvania
$21K -$5.12K -259 -16%
TRCT
103
Tower Research Capital (TRC)
New York
$19K -$106K -5,347 -81%
AIP
104
Ameritas Investment Partners
Nebraska
$18K
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$16.4K
Fidelity Investments
106
Fidelity Investments
Massachusetts
$15K -$4.53M -229,080 -100%
Allspring Global Investments
107
Allspring Global Investments
North Carolina
$12K -$1.13M -57,374 -99%
CLOS
108
Compagnie Lombard Odier SCmA
Switzerland
$6K
DFCM
109
Dark Forest Capital Management
Puerto Rico
$6K +$7.37K +373 New
LSA
110
Leonteq Securities AG
Switzerland
$4.88K
HIIFS
111
Harel Insurance Investments & Financial Services
Israel
$4K -$850 -43 -13%
BFEC
112
Benjamin F. Edwards & Company
Missouri
$4K -$237 -12 -5%
BBHC
113
Brown Brothers Harriman & Co
New York
$3K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.96K
IA
115
IFP Advisors
Florida
$2K +$20 +1 +5%
PFBT
116
Parkside Financial Bank & Trust
Missouri
$2K +$2.45K +124 +3,100%
US Bancorp
117
US Bancorp
Minnesota
$1K -$10.2K -517 -92%
MAM
118
Meeder Asset Management
Ohio
$1K -$9.03K -457 -82%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1K -$5.04K -255 -78%
AF
120
Advisornet Financial
Minnesota
$1K
First Manhattan
121
First Manhattan
New York
$1K
GWSG
122
GPS Wealth Strategies Group
Colorado
$1K
HWM
123
HighMark Wealth Management
Minnesota
$1K
SPIA
124
Steward Partners Investment Advisory
New York
$1K
PWMG
125
Prestige Wealth Management Group
New Jersey
$1K +$692 +35 New