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OptimizeRx
OPRX

Overview Fund Activity

51 hedge funds and large institutions have $72.4M invested in OptimizeRx in 2020 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 12 closing their positions.

Holders
51
Holders Change
-5
Holders Change %
-8.93%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
18
Reduced
18
Closed
12
Calls
–
Puts
$1.5M
Net Calls
-$1.5M
Net Calls Change
-$1.39M

Top Buyers

1
GIPM
1
G2 Investment Partners Management
New York
$7.43M
2
AC
2
Avenir Corporation
Virginia
$6.41M
3
SST
3
S Squared Technology
New York
$2.43M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$580K
5
WA
5
Wasatch Advisors
Utah
$5.99M

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$2.8M
2
Calamos Advisors
2
Calamos Advisors
Illinois
$0
3
CCM
3
Cadence Capital Management
Massachusetts
$0
4
PWAM
4
Park West Asset Management
California
$6.17M
5
VCM
5
Venator Capital Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AIC
1
AWM Investment Company
New York
$8.91M 983,866 +31,839 +3%
BlackRock
2
BlackRock
New York
$8.48M 935,851 -2,585 -0.3%
GIPM
3
G2 Investment Partners Management
New York
$7.43M 820,121 +161,844 +25%
AC
4
Avenir Corporation
Virginia
$6.41M 707,754 +119,352 +20%
PWAM
5
Park West Asset Management
California
$6.17M 681,330 -133,338 -16%
Vanguard Group
6
Vanguard Group
Pennsylvania
$6.14M 677,327 +18,619 +3%
WA
7
Wasatch Advisors
Utah
$5.99M 661,175 +55,318 +9%
WAM
8
Wolverine Asset Management
Illinois
$2.8M 309,224 -281,849 -48%
PAWC
9
P.A.W. Capital
Connecticut
$2.72M 300,000 +15,000 +5%
SST
10
S Squared Technology
New York
$2.43M 268,236 +64,261 +32%
State Street
11
State Street
Massachusetts
$2.22M 244,468 +5,559 +2%
Northern Trust
12
Northern Trust
Illinois
$1.76M 194,093 +3,978 +2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$1.64M 180,573 +12,998 +8%
PCM
14
Perkins Capital Management
Minnesota
$1.53M 168,670 -3,502 -2%
William Blair & Company
15
William Blair & Company
Illinois
$1.46M 161,595 +51,650 +47%
BAM
16
Bullseye Asset Management
Colorado
$1.17M 128,898 +17,811 +16%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$580K 63,964 +63,964 New
Fifth Third Bancorp
18
Fifth Third Bancorp
Ohio
$465K 51,334 – –
Bank of New York Mellon
19
Bank of New York Mellon
New York
$382K 42,204 -992 -2%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$381K 42,096 +5,336 +15%
TWMP
21
Taylor Wealth Management Partners
Massachusetts
$328K 36,225 -4,595 -11%
Wells Fargo
22
Wells Fargo
California
$299K 33,066 +7,934 +32%
NP
23
NorthRock Partners
Minnesota
$294K 32,500 +32,500 New
Charles Schwab
24
Charles Schwab
California
$290K 32,000 – –
KCM
25
Kennedy Capital Management
Missouri
$276K 30,450 +30,450 New
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