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OptimizeRx

179 hedge funds and large institutions have $930M invested in OptimizeRx in 2021 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 61 increasing their positions, 49 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+18
Holders Change %
+11.18%
% of All Funds
2.76%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.08%
New
58
Increased
61
Reduced
49
Closed
39
Calls
$62.9M
Puts
$39M
Net Calls
+$23.9M
Net Calls Change
+$4.65M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$21K +$1.18K +19 +6%
SFM
152
Signet Financial Management
New Jersey
$20K +$20K +325 New
FPWM
153
FSB Premier Wealth Management
Iowa
$20K +$20K +332 New
TCWM
154
Total Clarity Wealth Management
Illinois
$19K +$1.72K +28 +10%
FDCDDQ
155
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
CFGS
156
Concourse Financial Group Securities
Alabama
$17K +$2.21K +36 +15%
BFEC
157
Benjamin F. Edwards & Company
Missouri
$15K +$15K +249 New
EVM
158
Eaton Vance Management
Massachusetts
$14K +$7.5K +121 +115%
SWM
159
Spire Wealth Management
Virginia
$14K +$14K +220 New
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$13K +$13K +300 New
APA
161
American Portfolios Advisors
New York
$9.07K
HWM
162
HighMark Wealth Management
Minnesota
$6K -$70.4K -1,174 -92%
SPIA
163
Steward Partners Investment Advisory
New York
$6K
TWA
164
TCI Wealth Advisors
Arizona
$6K +$2.04K +35 +51%
MAM
165
Meeder Asset Management
Ohio
$5K +$5K +86 New
First Manhattan
166
First Manhattan
New York
$4K
PCMC
167
Paragon Capital Management (Colorado)
Colorado
$4K +$4K +58 New
FPS
168
Fieldpoint Private Securities
Connecticut
$4K +$4K +70 New
US Bancorp
169
US Bancorp
Minnesota
$3K +$3K +46 New
PFBT
170
Parkside Financial Bank & Trust
Missouri
$3K +$3K +51 New
MP
171
McDonald Partners
Ohio
$1.49K +$1.49K +24 New
ACM
172
Absolute Capital Management
Pennsylvania
$1.49K +$1.49K +24 New
BCH
173
Berkshire Capital Holdings
California
$1K -$37.9M -378,670 -100%
EI
174
Ellevest Inc
New York
$1K
S
175
SignatureFD
Georgia
$1K +$1K +15 New