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OptimizeRx
OPRX

Overview Fund Activity

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.

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

Top Buyers

1
BlackRock
1
BlackRock
New York
$166M
2
State Street
2
State Street
Massachusetts
$36.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$67.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$13.9M
5
Morgan Stanley
5
Morgan Stanley
New York
$11.7M

Top Sellers

1
BCH
1
Berkshire Capital Holdings
California
$1K
2
Millennium Management
2
Millennium Management
New York
$583K
3
NCGI
3
Next Century Growth Investors
Minnesota
$0
4
CA
4
CastleArk Alternatives
Illinois
$0
5
PCA
5
Prospect Capital Advisors
California
$2.86M
Name Market Value Shares Shares
Change 		Shares
Change %
Balyasny Asset Management
201
Balyasny Asset Management
Illinois
– – -5,062 Closed
E
202
Ergoteles
New York
– – -4,400 Closed
HighTower Advisors
203
HighTower Advisors
Illinois
– – -3,925 Closed
DWM
204
Dakota Wealth Management
Florida
– – -3,892 Closed
CIC
205
Chilton Investment Company
Connecticut
– – -2,845 Closed
IWM
206
IHT Wealth Management
Illinois
– – -2,637 Closed
DWM
207
Dorchester Wealth Management
Quebec, Canada
– – -2,400 Closed
Teacher Retirement System of Texas
208
Teacher Retirement System of Texas
Texas
– – -2,398 Closed
DWA
209
Dorsey Wright & Associates
California
– – -1,851 Closed
Robeco Institutional Asset Management
210
Robeco Institutional Asset Management
Netherlands
– – -1,794 Closed
OSAM
211
O'Shaughnessy Asset Management
Connecticut
– – -711 Closed
JCM
212
Jacobi Capital Management
Pennsylvania
– – -700 Closed
SWA
213
SOA Wealth Advisors
New York
– – -150 Closed
IA
214
IFP Advisors
Florida
– – -100 Closed
NFG
215
Next Financial Group
Texas
– – -100 Closed
RF
216
Robbins Farley
New Hampshire
– – -100 Closed
PA
217
Parallel Advisors
California
– – -65 Closed
Susquehanna International Group
218
Susquehanna International Group
Pennsylvania
– – – –
Verition Fund Management
219
Verition Fund Management
Connecticut
– – – –
Walleye Trading
220
Walleye Trading
New York
– – – –
Group One Trading
221
Group One Trading
Illinois
– – – –
Nomura Asset Management
222
Nomura Asset Management
Japan
– – – –
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$0 8 +8 New
5 6 7 8
9