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OptimizeRx
OPRX

Overview Fund Activity

98 hedge funds and large institutions have $180M invested in OptimizeRx in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 15 closing their positions.

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
32
Reduced
30
Closed
15
Calls
$3.87M
Puts
$489K
Net Calls
+$3.38M
Net Calls Change
+$1.97M

Top Buyers

1
DSCM
1
Divisadero Street Capital Management
Florida
$13.6M
2
SM
2
Samjo Management
New York
$5.88M
3
MAG
3
Millrace Asset Group
Pennsylvania
$1.92M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.23M
5
GIPM
5
G2 Investment Partners Management
New York
$6.7M

Top Sellers

1
FLAM
1
First Light Asset Management
Minnesota
$24.7M
2
AC
2
Avenir Corporation
Virginia
$1.26M
3
State Street
3
State Street
Massachusetts
$4.59M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.62M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$6.62M
Name Market Value Shares Shares
Change 		Shares
Change %
FLAM
1
First Light Asset Management
Minnesota
$24.7M 1,727,298 -758,749 -31%
BlackRock
2
BlackRock
New York
$16.2M 1,134,954 +33,804 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.6M 1,021,002 +28,416 +3%
DSCM
4
Divisadero Street Capital Management
Florida
$13.6M 949,550 +949,550 New
AIC
5
AWM Investment Company
New York
$11.7M 820,042 +37,471 +5%
William Blair & Company
6
William Blair & Company
Illinois
$10.6M 741,104 -95,394 -11%
KCM
7
Kennedy Capital Management
Missouri
$7.02M 490,685 -64,990 -12%
GIPM
8
G2 Investment Partners Management
New York
$6.7M 468,120 +96,646 +26%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$6.62M 462,507 -137,886 -23%
SM
10
Samjo Management
New York
$5.88M 410,900 +410,900 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.42M 378,513 +35,417 +10%
RHJA
12
Rice Hall James & Associates
California
$4.9M 342,741 -44,636 -12%
State Street
13
State Street
Massachusetts
$4.59M 320,559 -165,259 -34%
CS
14
Credit Suisse
Switzerland
$4.54M 317,569 +423 +0.1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$3.67M 256,431 -7,025 -3%
Federated Hermes
16
Federated Hermes
Pennsylvania
$2.62M 182,985 -164,343 -47%
Northern Trust
17
Northern Trust
Illinois
$2.27M 158,407 +5,162 +3%
Morgan Stanley
18
Morgan Stanley
New York
$2.23M 155,856 +108,090 +226%
MAG
19
Millrace Asset Group
Pennsylvania
$1.92M 133,936 +133,936 New
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$1.82M 126,896 +1,993 +2%
BFM
21
Boothbay Fund Management
New York
$1.79M 125,228 +71,399 +133%
BCM
22
Bridgeway Capital Management
Texas
$1.78M 124,700 +40,600 +48%
BAM
23
Bullseye Asset Management
Colorado
$1.75M 122,588 – –
Citadel Advisors
24
Citadel Advisors
Florida
$1.61M 112,245 +59,206 +112%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.52M 106,308 +1,223 +1%
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