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OptimizeRx

153 hedge funds and large institutions have $585M invested in OptimizeRx in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $16.9M

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

2.4% more ownership

Funds ownership: 84.39%86.79% (+2.4%)

15% less funds holding

Funds holding: 180153 (-27)

37% less capital invested

Capital invested by funds: $930M → $585M (-$345M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

57% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 47

Holders
153
Holders Change
-27
Holders Change %
-15%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
20
Increased
65
Reduced
49
Closed
47
Calls
$23.8M
Puts
$16.9M
Net Calls
+$6.89M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Point72 Asset Management
151
Point72 Asset Management
Connecticut
-$9.01M -145,100 Closed
CM
152
Castleark Management
Illinois
-$7.07M -113,822 Closed
WA
153
Wasatch Advisors
Utah
-$5.79M -93,219 Closed
PCA
154
Prospect Capital Advisors
California
-$2.86M -46,100 Closed
AR
155
Advisory Research
Illinois
-$2.22M -35,692 Closed
ACA
156
Apis Capital Advisors
New York
-$2.11M -34,000 Closed
EGM
157
Engineers Gate Manager
New York
-$794K -12,790 Closed
HIS
158
Harvest Investment Services
Illinois
-$715K -11,525 Closed
HIM
159
Hillsdale Investment Management
Ontario, Canada
-$696K -11,206 Closed
GA
160
Geller Advisors
New York
-$634K -10,200 Closed
Millennium Management
161
Millennium Management
New York
-$583K -9,384 Closed
LSC
162
Lyon Street Capital
California
-$559K -9,000 Closed
QT
163
Quantbot Technologies
New York
-$527K -8,501 Closed
Walleye Capital
164
Walleye Capital
New York
-$518K -8,338 Closed
CCIA
165
Campbell & Co Investment Adviser
Maryland
-$441K -7,100 Closed
HF
166
HRT Financial
New York
-$440K -7,085 Closed
LPL Financial
167
LPL Financial
California
-$413K -6,653 Closed
SSA
168
Schonfeld Strategic Advisors
New York
-$378K -6,073 Closed
Brown Advisory
169
Brown Advisory
Maryland
-$370K -5,963 Closed
BHCM
170
Boulder Hill Capital Management
New York
-$335K -5,400 Closed
Envestnet Asset Management
171
Envestnet Asset Management
Illinois
-$306K -4,919 Closed
State of Wisconsin Investment Board
172
State of Wisconsin Investment Board
Wisconsin
-$304K -4,900 Closed
Bank of Montreal
173
Bank of Montreal
Ontario, Canada
-$285K -4,641 Closed
XT
174
XTX Topco
Cayman Islands
-$283K -4,562 Closed
CA
175
Cetera Advisors
Colorado
-$283K -4,550 Closed