We are live on ! Find out more
OPRX icon

OptimizeRx

129 hedge funds and large institutions have $228M invested in OptimizeRx in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,138% more call options, than puts

Call options by funds: $16.1M | Put options by funds: $380K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $205M → $228M (+$23.8M)

3.27% more ownership

Funds ownership: 76.5%79.77% (+3.3%)

1% more funds holding

Funds holding: 128129 (+1)

37% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 54

Holders
129
Holders Change
+1
Holders Change %
+0.78%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
34
Reduced
54
Closed
18
Calls
$16.1M
Puts
$380K
Net Calls
+$15.7M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$45.6M -$1.03M -59,312 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.7M +$1.82M +104,999 +10%
William Blair & Company
3
William Blair & Company
Illinois
$13.7M +$1.14M +66,148 +9%
GIPM
4
G2 Investment Partners Management
New York
$12.3M +$6M +346,719 +90%
State Street
5
State Street
Massachusetts
$11.8M +$367K +21,201 +3%
AC
6
Avenir Corporation
Virginia
$7.07M -$9.72K -562 -0.1%
AIC
7
AWM Investment Company
New York
$6.72M
FLAM
8
First Light Asset Management
Minnesota
$6.07M -$47.7K -2,760 -0.8%
CS
9
Credit Suisse
Switzerland
$5.58M +$176K +10,171 +3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$5.3M -$269K -15,548 -5%
KCM
11
Kornitzer Capital Management
Kansas
$5.04M +$1.2M +69,575 +30%
KCM
12
Kennedy Capital Management
Missouri
$4.62M -$2.28M -131,783 -32%
JAMONY
13
Jacob Asset Management of New York
California
$4.61M -$457K -26,434 -9%
RHJA
14
Rice Hall James & Associates
California
$4.57M +$1.27M +73,728 +37%
CC
15
Casdin Capital
New York
$4.37M +$4.5M +260,000 New
Federated Hermes
16
Federated Hermes
Pennsylvania
$3.94M +$2.09M +120,808 +106%
Handelsbanken Fonder
17
Handelsbanken Fonder
Sweden
$3.87M -$4.94M -285,600 -55%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$3.43M +$806K +46,608 +30%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$3.31M -$2.09M -120,700 -38%
SCA
20
Summit Creek Advisors
Minnesota
$3.25M -$1.66M -95,779 -33%
Northern Trust
21
Northern Trust
Illinois
$3.24M -$87.5K -5,063 -3%
WA
22
Wasatch Advisors
Utah
$3.11M +$3.2M +185,049 New
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$3.11M +$1.74M +100,553 +119%
Morgan Stanley
24
Morgan Stanley
New York
$2.87M -$537K -31,032 -15%
Citadel Advisors
25
Citadel Advisors
Florida
$2.64M +$1.01M +58,498 +59%