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OptimizeRx
OPRX

Overview Fund Activity

161 hedge funds and large institutions have $1.19B invested in OptimizeRx in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 51 increasing their positions, 53 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
+19
Holders Change %
+13.38%
% of All Funds
2.83%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.21%
New
40
Increased
51
Reduced
53
Closed
21
Calls
$98.5M
Puts
$79.2M
Net Calls
+$19.3M
Net Calls Change
-$10.1M

Top Buyers

1
Millennium Management
Millennium Management
New York
$50.4M
2
American Century Companies
American Century Companies
Missouri
$32.7M
3
BCH
Berkshire Capital Holdings
California
$32.4M
4
DCM
Driehaus Capital Management
Illinois
$40.3M
5
GIP
Granite Investment Partners
California
$20M

Top Sellers

1
FLAM
First Light Asset Management
Minnesota
$43.4M
2
AC
Avenir Corporation
Virginia
$43.5M
3
WA
Wasatch Advisors
Utah
$6.91M
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
$43.7M
5
Two Sigma Investments
Two Sigma Investments
New York
$6.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$292K +$292K +3,416 New
LPL Financial
127
LPL Financial
California
$264K -$18.8K -220 -7%
AB
128
Amalgamated Bank
New York
$262K +$262K +3,062 New
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$258K +$210K +2,458 +437%
CIC
130
Chilton Investment Company
Connecticut
$243K +$243K +2,845 New
IWM
131
IHT Wealth Management
Illinois
$226K +$226K +2,637 New
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$205K +$205K +2,398 New
DWM
133
Dorchester Wealth Management
Quebec, Canada
$205K +$205K +2,400 New
DWA
134
Dorsey Wright & Associates
California
$158K +$12.3K +144 +8%
Robeco Institutional Asset Management
135
Robeco Institutional Asset Management
Netherlands
$153K +$153K +1,794 New
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$130K +$130K +1,522 New
HWM
137
HighMark Wealth Management
Minnesota
$109K +$22.8K +267 +27%
AIP
138
Ameritas Investment Partners
Nebraska
$108K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$81K +$30.1K +350 +59%
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$61K – – –
JCM
141
Jacobi Capital Management
Pennsylvania
$60K -$236K -2,749 -80%
Bessemer Group
142
Bessemer Group
New Jersey
$34K -$17K -200 -33%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$27K – – –
TCWM
144
Total Clarity Wealth Management
Illinois
$24K +$24K +281 New
FDCDDQ
145
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K – – –
CFGS
146
Concourse Financial Group Securities
Alabama
$21K +$3.4K +39 +19%
APA
147
American Portfolios Advisors
New York
$12.5K – – –
SWA
148
SOA Wealth Advisors
New York
$12K -$4K -50 -25%
SPIA
149
Steward Partners Investment Advisory
New York
$9K – – –
NFG
150
Next Financial Group
Texas
$9K +$9K +100 New
4 5
6
7 8