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OptimizeRx

87 hedge funds and large institutions have $55.3M invested in OptimizeRx in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 8587 (+2)

5.82% less ownership

Funds ownership: 67.54%61.72% (-5.8%)

42% less capital invested

Capital invested by funds: $95.5M → $55.3M (-$40.3M)

87% less call options, than puts

Call options by funds: $75K | Put options by funds: $569K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
31
Reduced
19
Closed
17
Calls
$75K
Puts
$569K
Net Calls
-$494K
Net Calls Change
-$361K
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
1
Whetstone Capital Advisors
Kansas
$6.56M +$7.55M +1,350,423 New
BlackRock
2
BlackRock
New York
$6.49M +$339K +60,737 +5%
RA
3
Royce & Associates
New York
$5.2M +$5.98M +1,069,560 New
Vanguard Group
4
Vanguard Group
Pennsylvania
$4.55M -$96.9K -17,336 -2%
William Blair & Company
5
William Blair & Company
Illinois
$2.92M -$423K -75,711 -11%
KCM
6
Kennedy Capital Management
Missouri
$2.89M +$1.22M +217,676 +58%
RHJA
7
Rice Hall James & Associates
California
$2.81M -$211K -37,703 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$2.16M +$222K +39,740 +10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.95M +$26.9K +4,821 +1%
State Street
10
State Street
Massachusetts
$1.73M +$37.8K +6,770 +2%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$1.44M +$179K +32,062 +12%
TCM
12
Tang Capital Management
California
$1.08M +$1.24M +221,200 New
AIC
13
AWM Investment Company
New York
$1.05M -$4.79M -856,411 -80%
Morgan Stanley
14
Morgan Stanley
New York
$985K +$296K +52,890 +35%
BAM
15
Bullseye Asset Management
Colorado
$980K -$70K -12,519 -6%
Northern Trust
16
Northern Trust
Illinois
$919K +$33.8K +6,043 +3%
BCM
17
Bridgeway Capital Management
Texas
$749K
Walleye Capital
18
Walleye Capital
New York
$673K +$774K +138,575 New
Marshall Wace
19
Marshall Wace
United Kingdom
$653K +$751K +134,446 New
GIPM
20
G2 Investment Partners Management
New York
$647K -$609K -109,041 -45%
AE
21
AMH Equity
New York
$608K +$140K +25,000 +25%
PCM
22
Perkins Capital Management
Minnesota
$514K +$24.9K +4,450 +4%
MHP
23
Manatuck Hill Partners
Connecticut
$486K +$559K +100,000 New
Credit Agricole
24
Credit Agricole
France
$434K
GCA
25
Greenwood Capital Associates
South Carolina
$431K +$119K +21,240 +32%

OPRX Hedge Fund Activity: Q4 2024 in Review

87 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in OptimizeRx (OPRX) for Q4 2024, worth a combined $55.3M — down 42% from $95.5M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new OPRX positions and 17 closed out — a net gain of 2 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Whetstone Capital Advisors, opening a new position worth an estimated $7.55M. The largest seller was First Light Asset Management, exiting entirely with an estimated $14M sold.

  • 87 institutional investors held OptimizeRx (OPRX) as of Q4 2024, up from 85 in Q3 2024.
  • Funds reported $55.3M of OptimizeRx stock for Q4 2024, down 42% quarter-over-quarter.
  • 19 funds opened new OptimizeRx positions in Q4 2024 and 17 closed out, a net change of +2 holders.
  • The largest OptimizeRx buyer in Q4 2024 was Whetstone Capital Advisors, an estimated $7.55M added.
  • The largest OptimizeRx seller in Q4 2024 was First Light Asset Management, an estimated $14M sold.

Based on aggregated 13F filings for Q4 2024.