OptimizeRx
OPRX
68 hedge funds and large institutions have $197M invested in OptimizeRx in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 14 increasing their positions, 26 reducing their positions, and 5 closing their positions.
300% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 5
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
78% more capital invested
Capital invested by funds: $110M → $197M (+$86.3M)
28% more funds holding
Funds holding: 53 → 68 (+15)
5.83% more ownership
Funds ownership: 57.76% → 63.6% (+5.8%)
46% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$6.7M |
| 2 |
VCM
Venator Capital Management
Toronto,
Ontario, Canada
|
+$3.74M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
+$2.34M |
| 4 |
EGI
EAM Global Investors
Solana Beach,
California
|
+$1.8M |
| 5 |
Morgan Stanley
New York
|
+$1.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$1.94M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.73M |
| 3 |
PAWC
P.A.W. Capital
Greenwich,
Connecticut
|
-$1.45M |
| 4 |
AIC
AWM Investment Company
New York
|
-$1.3M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$625K |
OPRX Hedge Fund Activity: Q3 2020 in Review
68 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q3 2020, worth a combined $197M — up 78% from $110M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OPRX positions and 5 closed out — a net gain of 15 holders — while 14 added to existing stakes and 26 trimmed.
The largest buyer was Handelsbanken Fonder, opening a new position worth an estimated $6.7M. The largest seller was Wasatch Advisors, cutting an estimated $1.94M.
- 68 institutional investors held OptimizeRx (OPRX) as of Q3 2020, up from 53 in Q2 2020.
- Funds reported $197M of OptimizeRx stock for Q3 2020, up 78% quarter-over-quarter.
- 20 funds opened new OptimizeRx positions in Q3 2020 and 5 closed out, a net change of +15 holders.
- The largest OptimizeRx buyer in Q3 2020 was Handelsbanken Fonder, an estimated $6.7M added.
- The largest OptimizeRx seller in Q3 2020 was Wasatch Advisors, an estimated $1.94M sold.
Based on aggregated 13F filings for Q3 2020.