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OptimizeRx

129 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

4,138% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $380K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $205M → $228M (+$23.8M)

3.27% more ownership

Funds ownership: 76.5%79.77% (+3.3%)

1% more funds holding

Funds holding: 128129 (+1)

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% 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
Change in
Stake
MLICM
101
Metropolitan Life Insurance Company (MetLife)
New York
$18.6K
PMEF
102
Point72 Middle East FZE
United Arab Emirates
$17.9K +$18.5K +1,067 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$14.7K -$2.28K -132 -13%
Allspring Global Investments
104
Allspring Global Investments
North Carolina
$13.4K -$311 -18 -2%
CLOS
105
Compagnie Lombard Odier SCmA
Switzerland
$7K
US Bancorp
106
US Bancorp
Minnesota
$6.55K +$5.91K +342 +713%
LSA
107
Leonteq Securities AG
Switzerland
$5.53K
ASN
108
Advisory Services Network
Georgia
$5.19K +$5.34K +309 New
BFEC
109
Benjamin F. Edwards & Company
Missouri
$5K +$1.21K +70 +30%
Simplex Trading
110
Simplex Trading
Illinois
$4K +$4.5K +260 New
CT
111
Colonial Trust
South Carolina
$3.56K +$3.72K +215 New
PFBT
112
Parkside Financial Bank & Trust
Missouri
$2.15K
EI
113
Ellevest Inc
New York
$2.1K +$2.16K +125 New
AF
114
Advisornet Financial
Minnesota
$1.68K
HWM
115
HighMark Wealth Management
Minnesota
$1.68K
SPIA
116
Steward Partners Investment Advisory
New York
$1.68K
Dimensional Fund Advisors
117
Dimensional Fund Advisors
Texas
$1.46K +$372K +21,500 +33%
IA
118
IFP Advisors
Florida
$1K -$363 -21 -95%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$1K -$35 -2 -3%
Nisa Investment Advisors
120
Nisa Investment Advisors
Missouri
$1K +$605 +35 New
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$1K +$865 +50 New
IGWM
122
ICA Group Wealth Management
Colorado
$840 +$865 +50 New
PA
123
Parallel Advisors
California
$840 +$865 +50 New
PWMG
124
Prestige Wealth Management Group
New Jersey
$588
QCG
125
Quadrant Capital Group
Ohio
$554 +$571 +33 New