OPRX icon

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 %
TPSF
126
Texas Permanent School Fund
Texas
– – -11,387 Closed
YCM
127
Yousif Capital Management
Michigan
– – -11,217 Closed
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
– – -5,702 Closed
Zurich Cantonal Bank
129
Zurich Cantonal Bank
Switzerland
– – -3,033 Closed
KBC Group
130
KBC Group
Belgium
– – -1,548 Closed
AWM
131
Activest Wealth Management
Florida
– – -1,500 Closed
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
– – -1,192 Closed
Allspring Global Investments
133
Allspring Global Investments
North Carolina
– – -800 Closed
NA
134
NewEdge Advisors
Louisiana
– – -549 Closed
ASN
135
Advisory Services Network
Georgia
– – -309 Closed
Simplex Trading
136
Simplex Trading
Illinois
– – -260 Closed
PFBT
137
Parkside Financial Bank & Trust
Missouri
– – -128 Closed
EI
138
Ellevest Inc
New York
– – -125 Closed
SPIA
139
Steward Partners Investment Advisory
New York
– – -100 Closed
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
– – -68 Closed
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
– – -50 Closed
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
– – -35 Closed
PWMG
143
Prestige Wealth Management Group
New Jersey
– – -35 Closed
QCG
144
Quadrant Capital Group
Ohio
– – -33 Closed
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
– – -9 Closed
IA
146
IFP Advisors
Florida
– – -1 Closed
Bessemer Group
147
Bessemer Group
New Jersey
$0 20 – –
Group One Trading
148
Group One Trading
Illinois
– – – –
Wolverine Trading
149
Wolverine Trading
Illinois
– – – –
Walleye Trading
150
Walleye Trading
New York
– – – –
3 4 5
6
7