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OptimizeRx
OPRX

Overview Fund Activity

109 hedge funds and large institutions have $196M invested in OptimizeRx in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 39 closing their positions.

Holders
109
Holders Change
-19
Holders Change %
-14.84%
% of All Funds
1.75%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
34
Reduced
39
Closed
39
Calls
$10.6M
Puts
$1.42M
Net Calls
+$9.19M
Net Calls Change
-$6.53M

Top Buyers

1
FLAM
1
First Light Asset Management
Minnesota
$14.8M
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$6.97M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$6.89M
4
WA
4
Wasatch Advisors
Utah
$6.86M
5
Millennium Management
5
Millennium Management
New York
$4.83M

Top Sellers

1
BlackRock
1
BlackRock
New York
$15.2M
2
KCM
2
Kennedy Capital Management
Missouri
$0
3
State Street
3
State Street
Massachusetts
$6.19M
4
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AF
101
Advisornet Financial
Minnesota
$1.46K 100 – –
HWM
102
HighMark Wealth Management
Minnesota
$1.46K 100 – –
AssetMark Inc
103
AssetMark Inc
California
$1.35K 92 +92 New
PA
104
Parallel Advisors
California
$732 50 – –
IGWM
105
ICA Group Wealth Management
Colorado
$732 50 – –
US Bancorp
106
US Bancorp
Minnesota
$702 48 -342 -88%
FMII
107
Farmers & Merchants Investments Inc
Nebraska
$176 12 – –
KCM
108
Kennedy Capital Management
Missouri
– – -274,917 Closed
Handelsbanken Fonder
109
Handelsbanken Fonder
Sweden
– – -230,500 Closed
SCA
110
Summit Creek Advisors
Minnesota
– – -193,224 Closed
Principal Financial Group
111
Principal Financial Group
Iowa
– – -105,598 Closed
Invesco
112
Invesco
Georgia
– – -80,479 Closed
Ameriprise
113
Ameriprise
Minnesota
– – -67,080 Closed
Swiss National Bank
114
Swiss National Bank
Switzerland
– – -39,200 Closed
New York State Teachers Retirement System (NYSTRS)
115
New York State Teachers Retirement System (NYSTRS)
New York
– – -37,375 Closed
Public Sector Pension Investment Board (PSP Investments)
116
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– – -31,206 Closed
TI
117
Trexquant Investment
Connecticut
– – -28,708 Closed
Squarepoint
118
Squarepoint
New York
– – -20,116 Closed
COPPSERS
119
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
– – -18,358 Closed
Thrivent Financial for Lutherans
120
Thrivent Financial for Lutherans
Minnesota
– – -17,595 Closed
Prudential Financial
121
Prudential Financial
New Jersey
– – -17,200 Closed
GCM
122
Graham Capital Management
Connecticut
– – -17,170 Closed
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
– – -16,184 Closed
VOYA Investment Management
124
VOYA Investment Management
Georgia
– – -14,031 Closed
SOADOR
125
State of Alaska Department of Revenue
Alaska
– – -11,945 Closed
3 4
5
6 7