We are live on ! Find out more
OPRX icon

OptimizeRx

40 hedge funds and large institutions have $57.4M invested in OptimizeRx in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $45.9M → $57.4M (+$11.5M)

25% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 12

5% more funds holding

Funds holding: 3840 (+2)

2.44% more ownership

Funds ownership: 34.86%37.3% (+2.4%)

Holders
40
Holders Change
+2
Holders Change %
+5.26%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
15
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
1
Park West Asset Management
California
$12.1M -$164K -12,598 -1%
WAM
2
Wolverine Asset Management
Illinois
$8.74M -$155K -11,953 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.32M +$305K +23,479 +6%
WA
4
Wasatch Advisors
Utah
$4.15M -$866K -66,609 -17%
Russell Investments Group
5
Russell Investments Group
United Kingdom
$3.55M +$1.25M +96,082 +53%
PCM
6
Perkins Capital Management
Minnesota
$2.72M -$12.2K -935 -0.4%
VCM
7
Venator Capital Management
Ontario, Canada
$2.65M -$252K -19,362 -8%
MHP
8
Manatuck Hill Partners
Connecticut
$2.23M +$329K +25,300 +17%
1CM
9
1492 Capital Management
Wisconsin
$1.54M -$148K -11,356 -9%
AC
10
Avenir Corporation
Virginia
$1.49M
TCM
11
Timpani Capital Management
Wisconsin
$1.34M -$46.6K -3,586 -3%
TWMP
12
Taylor Wealth Management Partners
Massachusetts
$1.29M +$1.32M +101,280 New
Millennium Management
13
Millennium Management
New York
$1.25M +$591K +45,485 +86%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$940K +$171K +13,116 +22%
William Blair & Company
15
William Blair & Company
Illinois
$810K +$828K +63,675 New
Fifth Third Bancorp
16
Fifth Third Bancorp
Ohio
$742K
Marshall Wace
17
Marshall Wace
United Kingdom
$741K +$423K +32,545 +126%
GIP
18
Granite Investment Partners
California
$734K +$351K +26,987 +88%
JP Morgan Chase
19
JP Morgan Chase
New York
$629K +$205K +15,745 +47%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$596K +$308K +23,658 +102%
Allianz Asset Management
21
Allianz Asset Management
Germany
$477K +$488K +37,519 New
DCM
22
Driehaus Capital Management
Illinois
$369K -$161K -12,400 -30%
BlackRock
23
BlackRock
New York
$350K +$292K +22,462 +450%
Goldman Sachs
24
Goldman Sachs
New York
$346K +$354K +27,193 New
TEE
25
Tibra Equities Europe
United Kingdom
$338K +$346K +26,602 New

OPRX Hedge Fund Activity: Q1 2019 in Review

40 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q1 2019, worth a combined $57.4M — up 25% from $45.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new OPRX positions and 7 closed out — a net gain of 2 holders — while 15 added to existing stakes and 12 trimmed.

The largest buyer was Taylor Wealth Management Partners, opening a new position worth an estimated $1.32M. The largest seller was Wasatch Advisors, cutting an estimated $866K.

  • 40 institutional investors held OptimizeRx (OPRX) as of Q1 2019, up from 38 in Q4 2018.
  • Funds reported $57.4M of OptimizeRx stock for Q1 2019, up 25% quarter-over-quarter.
  • 9 funds opened new OptimizeRx positions in Q1 2019 and 7 closed out, a net change of +2 holders.
  • The largest OptimizeRx buyer in Q1 2019 was Taylor Wealth Management Partners, an estimated $1.32M added.
  • The largest OptimizeRx seller in Q1 2019 was Wasatch Advisors, an estimated $866K sold.

Based on aggregated 13F filings for Q1 2019.