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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
GC
176
Guggenheim Capital
Illinois
-$268K -4,319 Closed
ProShare Advisors
177
ProShare Advisors
Maryland
-$269K -4,312 Closed
ASRS
178
Arizona State Retirement System
Arizona
-$265K -4,268 Closed
IAA
179
Independent Advisor Alliance
North Carolina
-$253K -4,068 Closed
FFA
180
First Foundation Advisors
California
-$215K -3,457 Closed
Truist Financial
181
Truist Financial
North Carolina
-$206K -3,312 Closed
Amundi
182
Amundi
France
-$91K -1,767 Closed
Simplex Trading
183
Simplex Trading
Illinois
-$47.8K -1,081 Closed
FPWM
184
FSB Premier Wealth Management
Iowa
-$20K -332 Closed
SFM
185
Signet Financial Management
New Jersey
-$20K -325 Closed
TCWM
186
Total Clarity Wealth Management
Illinois
-$19K -309 Closed
EVM
187
Eaton Vance Management
Massachusetts
-$14K -226 Closed
SWM
188
Spire Wealth Management
Virginia
-$14K -220 Closed
TWA
189
TCI Wealth Advisors
Arizona
-$6K -103 Closed
FPS
190
Fieldpoint Private Securities
Connecticut
-$4K -70 Closed
PCMC
191
Paragon Capital Management (Colorado)
Colorado
-$4K -58 Closed
ACM
192
Absolute Capital Management
Pennsylvania
-$1.49K -24 Closed
MP
193
McDonald Partners
Ohio
-$1.49K -24 Closed
CG
194
Cutler Group
California
-$974 -22 Closed
HNWA
195
Henrickson Nauta Wealth Advisors
Michigan
-$1K -15 Closed
S
196
SignatureFD
Georgia
-$1K -15 Closed
EI
197
Ellevest Inc
New York
-$177 -4 -33%
GWS
198
Glassman Wealth Services
Virginia
+$177 +4 New
Carson Wealth (CWM LLC)
199
Carson Wealth (CWM LLC)
Nebraska
+$221 +5 +63%