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OptimizeRx

128 hedge funds and large institutions have $205M invested in OptimizeRx in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 37 increasing their positions, 42 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

871% more call options, than puts

Call options by funds: $14.7M | Put options by funds: $1.52M

9.58% less ownership

Funds ownership: 86.08%76.5% (-9.6%)

12% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 42

13% less funds holding

Funds holding: 147128 (-19)

42% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 45

52% less capital invested

Capital invested by funds: $428M → $205M (-$224M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
128
Holders Change
-19
Holders Change %
-12.93%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
37
Reduced
42
Closed
45
Calls
$14.7M
Puts
$1.52M
Net Calls
+$13.2M
Net Calls Change
-$2.25M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
126
Artisan Partners
Wisconsin
-$19.3M -706,140 Closed
American Century Companies
127
American Century Companies
Missouri
-$16.9M -616,159 Closed
DCM
128
Driehaus Capital Management
Illinois
-$14M -509,774 Closed
GIP
129
Granite Investment Partners
California
-$10.9M -398,747 Closed
LCG
130
Lisanti Capital Growth
New York
-$4.95M -180,666 Closed
Russell Investments Group
131
Russell Investments Group
United Kingdom
-$4.04M -147,534 Closed
Calamos Advisors
132
Calamos Advisors
Illinois
-$2.45M -89,362 Closed
Swedbank
133
Swedbank
Sweden
-$2.19M -79,960 Closed
PFM
134
Premier Fund Managers
United Kingdom
-$1.76M -60,904 Closed
Qube Research & Technologies (QRT)
135
Qube Research & Technologies (QRT)
United Kingdom
-$1.28M -46,912 Closed
RA
136
Royce & Associates
New York
-$1.21M -44,000 Closed
EIM
137
Essex Investment Management
Massachusetts
-$1.17M -42,843 Closed
RG
138
Renaissance Group
Kentucky
-$879K -32,085 Closed
NA
139
NewEdge Advisors
Louisiana
-$808K -29,502 Closed
SEI Investments
140
SEI Investments
Pennsylvania
-$799K -29,154 Closed
DC
141
Diametric Capital
Massachusetts
-$663K -24,214 Closed
Voloridge Investment Management
142
Voloridge Investment Management
Florida
-$535K -19,545 Closed
PCM
143
Prelude Capital Management
New York
-$380K -13,885 Closed
RJA
144
Raymond James & Associates
Florida
-$317K -11,565 Closed
AR
145
Advisory Research
Illinois
-$288K -10,516 Closed
AIMCA
146
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$269K -9,831 Closed
LSERS
147
Louisiana State Employees Retirement System
Louisiana
-$263K -8,800 Closed
LNWWM
148
Laird Norton Wetherby Wealth Management
California
-$234K -8,535 Closed
GC
149
Guggenheim Capital
Illinois
-$234K -8,534 Closed
UBS AM
150
UBS AM
Illinois
-$226K -8,262 Closed