OptimizeRx
OPRX
94 hedge funds and large institutions have $102M invested in OptimizeRx in 2023 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 31 reducing their positions, and 23 closing their positions.
350% more call options, than puts
Call options by funds: $1.81M | Put options by funds: $403K
3.36% more ownership
Funds ownership: 75.19% → 78.55% (+3.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 102 → 94 (-8)
19% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 31
35% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 23
45% less capital invested
Capital invested by funds: $184M → $102M (-$82.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FLAM
First Light Asset Management
Edina,
Minnesota
|
+$6.68M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$6.05M |
| 3 |
AIC
AWM Investment Company
New York
|
+$3.67M |
| 4 |
SC
Samjo Capital
New York
|
+$3.45M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
-$6.6M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$6.55M |
| 3 |
KCM
Kornitzer Capital Management
Shawnee Mission,
Kansas
|
-$3.22M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.36M |
| 5 |
Two Sigma Investments
New York
|
-$1.29M |
OPRX Hedge Fund Activity: Q3 2023 in Review
94 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q3 2023, worth a combined $102M — down 45% from $184M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of OPRX and 15 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 25 added.
The largest buyer was First Light Asset Management, adding an estimated $6.68M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $6.6M sold.
- 94 institutional investors held OptimizeRx (OPRX) as of Q3 2023, down from 102 in Q2 2023.
- Funds reported $102M of OptimizeRx stock for Q3 2023, down 45% quarter-over-quarter.
- 15 funds opened new OptimizeRx positions in Q3 2023 and 23 closed out, a net change of -8 holders.
- The largest OptimizeRx buyer in Q3 2023 was First Light Asset Management, an estimated $6.68M added.
- The largest OptimizeRx seller in Q3 2023 was Point72 Asset Management, an estimated $6.6M sold.
Based on aggregated 13F filings for Q3 2023.