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OptimizeRx

128 hedge funds and large institutions have $228M invested in OptimizeRx in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+1
Holders Change %
+0.79%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
34
Reduced
54
Closed
18
Calls
$16.1M
Puts
$380K
Net Calls
+$15.7M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$18.6K
PMEF
102
Point72 Middle East FZE
United Arab Emirates
$17.9K +$17.9K +1,067 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$14.7K -$2.22K -132 -13%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$13.4K -$302 -18 -2%
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$7K
US Bancorp
106
US Bancorp
Minnesota
$6.55K +$5.75K +342 +713%
ASN
107
Advisory Services Network
Georgia
$5.19K +$5.19K +309 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$5K +$1.14K +70 +30%
Simplex Trading
109
Simplex Trading
Illinois
$4K +$4K +260 New
CT
110
Colonial Trust
South Carolina
$3.56K +$3.56K +215 New
PFBT
111
Parkside Financial Bank & Trust
Missouri
$2.15K
EI
112
Ellevest Inc
New York
$2.1K +$2.1K +125 New
AF
113
Advisornet Financial
Minnesota
$1.68K
SPIA
114
Steward Partners Investment Advisory
New York
$1.68K
HWM
115
HighMark Wealth Management
Minnesota
$1.68K
Dimensional Fund Advisors
116
Dimensional Fund Advisors
Texas
$1.46K +$361 +21,500 +33%
IA
117
IFP Advisors
Florida
$1K -$21K -21 -95%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$1K -$29 -2 -3%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$1K +$1K +35 New
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +50 New
PA
121
Parallel Advisors
California
$840 +$840 +50 New
IGWM
122
ICA Group Wealth Management
Colorado
$840 +$840 +50 New
PWMG
123
Prestige Wealth Management Group
New Jersey
$588
QCG
124
Quadrant Capital Group
Ohio
$554 +$554 +33 New
FMII
125
Farmers & Merchants Investments Inc
Nebraska
$202