OptimizeRx
OPRX
87 hedge funds and large institutions have $55.3M invested in OptimizeRx in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 17 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
12% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 17
2% more funds holding
Funds holding: 85 → 87 (+2)
5.82% less ownership
Funds ownership: 67.54% → 61.72% (-5.8%)
42% less capital invested
Capital invested by funds: $95.5M → $55.3M (-$40.3M)
87% less call options, than puts
Call options by funds: $75K | Put options by funds: $569K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCA
Whetstone Capital Advisors
Shawnee Mission,
Kansas
|
+$7.55M |
| 2 |
RA
Royce & Associates
New York
|
+$5.98M |
| 3 |
TCM
Tang Capital Management
San Diego,
California
|
+$1.24M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$1.22M |
| 5 |
Walleye Capital
New York
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
-$14M |
| 2 |
SM
Samjo Management
New York
|
-$8.07M |
| 3 |
AIC
AWM Investment Company
New York
|
-$4.79M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$2.39M |
| 5 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$1.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
US Bancorp
Minneapolis,
Minnesota
| – | -$10.2K | -1,325 | Closed |
|
|
WSFS
102
Wilmington Savings Fund Society
Wilmington,
Delaware
| – | -$4.63K | -600 | Closed |
|
|
GI
103
GAMMA Investing
Foster City,
California
| – | -$2.05K | -266 | Closed |
|
OPRX Hedge Fund Activity: Q4 2024 in Review
87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2024, worth a combined $55.3M — down 42% from $95.5M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new OPRX positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was Whetstone Capital Advisors, opening a new position worth an estimated $7.55M. The largest seller was First Light Asset Management, exiting entirely with an estimated $14M sold.
- 87 institutional investors held OptimizeRx (OPRX) as of Q4 2024, up from 85 in Q3 2024.
- Funds reported $55.3M of OptimizeRx stock for Q4 2024, down 42% quarter-over-quarter.
- 19 funds opened new OptimizeRx positions in Q4 2024 and 17 closed out, a net change of +2 holders.
- The largest OptimizeRx buyer in Q4 2024 was Whetstone Capital Advisors, an estimated $7.55M added.
- The largest OptimizeRx seller in Q4 2024 was First Light Asset Management, an estimated $14M sold.
Based on aggregated 13F filings for Q4 2024.