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OptimizeRx
OPRX

Overview Fund Activity

152 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
Holders
152
Holders Change
-27
Holders Change %
-15.08%
% 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

Top Buyers

1
SCA
Summit Creek Advisors
Minnesota
$8.19M
2
GIP
Granite Investment Partners
California
$16.2M
3
American Century Companies
American Century Companies
Missouri
$22.2M
4
GIPM
G2 Investment Partners Management
New York
$20.1M
5
Northern Trust
Northern Trust
Illinois
$14.1M

Top Sellers

1
CHM
Collaborative Holdings Management
New York
$0
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$0
3
CM
Castleark Management
Illinois
$0
4
WA
Wasatch Advisors
Utah
$0
5
PCA
Prospect Capital Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ProShare Advisors
176
ProShare Advisors
Maryland
– -$269K -4,312 Closed
ASRS
177
Arizona State Retirement System
Arizona
– -$265K -4,268 Closed
IAA
178
Independent Advisor Alliance
North Carolina
– -$253K -4,068 Closed
FFA
179
First Foundation Advisors
California
– -$215K -3,457 Closed
Truist Financial
180
Truist Financial
North Carolina
– -$206K -3,312 Closed
Amundi
181
Amundi
France
– -$91K -1,767 Closed
Simplex Trading
182
Simplex Trading
Illinois
– -$67K -1,081 Closed
FPWM
183
FSB Premier Wealth Management
Iowa
– -$20K -332 Closed
SFM
184
Signet Financial Management
New Jersey
– -$20K -325 Closed
TCWM
185
Total Clarity Wealth Management
Illinois
– -$19K -309 Closed
EVM
186
Eaton Vance Management
Massachusetts
– -$14K -226 Closed
SWM
187
Spire Wealth Management
Virginia
– -$14K -220 Closed
TWA
188
TCI Wealth Advisors
Arizona
– -$6K -103 Closed
FPS
189
Fieldpoint Private Securities
Connecticut
– -$4K -70 Closed
PCMC
190
Paragon Capital Management (Colorado)
Colorado
– -$4K -58 Closed
MP
191
McDonald Partners
Ohio
– -$1.49K -24 Closed
ACM
192
Absolute Capital Management
Pennsylvania
– -$1.49K -24 Closed
CG
193
Cutler Group
California
– -$1K -22 Closed
S
194
SignatureFD
Georgia
– -$1K -15 Closed
HNWA
195
Henrickson Nauta Wealth Advisors
Michigan
– -$1K -15 Closed
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