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OptimizeRx

109 hedge funds and large institutions have $168M invested in OptimizeRx in 2025 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+22
Holders Change %
+25.29%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
30
Increased
32
Reduced
25
Closed
7
Calls
$3.09M
Puts
$1.25M
Net Calls
+$1.84M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
WCA
1
Whetstone Capital Advisors
Kansas
$20.4M
BlackRock
2
BlackRock
New York
$16.5M -$1.34M -99,305 -8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.4M -$13K -963 -0.1%
RA
4
Royce & Associates
New York
$10.7M -$2.75M -203,660 -20%
William Blair & Company
5
William Blair & Company
Illinois
$8.49M -$28.4K -2,105 -0.3%
RHJA
6
Rice Hall James & Associates
California
$8.2M +$424K +31,388 +5%
PHP
7
Parkman Healthcare Partners
Connecticut
$6.85M +$438K +32,423 +7%
KCM
8
Kennedy Capital Management
Missouri
$6.38M -$80.1K -5,932 -1%
MHP
9
Manatuck Hill Partners
Connecticut
$6.14M +$3.58M +265,000 +139%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$5.57M +$850K +62,977 +18%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.39M -$110K -8,127 -2%
State Street
12
State Street
Massachusetts
$5.25M +$398K +29,513 +8%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.19M -$639K -47,314 -11%
Morgan Stanley
14
Morgan Stanley
New York
$3.57M +$656K +48,559 +22%
AIC
15
AWM Investment Company
New York
$3.45M
SSA
16
Schonfeld Strategic Advisors
New York
$3.29M +$1.64M +121,619 +100%
Northern Trust
17
Northern Trust
Illinois
$3.14M +$716K +53,039 +30%
BAM
18
Bullseye Asset Management
Colorado
$2.79M
Citadel Advisors
19
Citadel Advisors
Florida
$2.46M +$1.49M +110,471 +154%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$2.11M +$2.11M +156,338 New
Marshall Wace
21
Marshall Wace
United Kingdom
$1.51M -$1.88M -139,165 -55%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$1.49M +$875K +64,790 +141%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.39M +$725K +53,709 +110%
UBS Group
24
UBS Group
Switzerland
$1.39M +$1.22M +90,516 +746%
TCM
25
Tang Capital Management
California
$1.35M