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OTRK

Ontrak

Delisted

OTRK was delisted on the 15th of August, 2025.

56 hedge funds and large institutions have $53.1M invested in Ontrak in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

29% more call options, than puts

Call options by funds: $619K | Put options by funds: $480K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

2% more funds holding

Funds holding: 5556 (+1)

0.01% more ownership

Funds ownership: 0.22%0.23% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $53.2M → $53.1M (-$145K)

Holders
56
Holders Change
+1
Holders Change %
+1.82%
% of All Funds
1.23%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
14
Increased
20
Reduced
15
Closed
11
Calls
$619K
Puts
$480K
Net Calls
+$139K
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$352K +$297K +213 +484%
Wells Fargo
27
Wells Fargo
California
$344K -$33.4K -24 -9%
CAN
28
Cetera Advisor Networks
California
$324K -$84.9K -61 -20%
BCM
29
Bridgeway Capital Management
Texas
$315K +$153K +110 +92%
Charles Schwab
30
Charles Schwab
California
$269K +$5.57K +4 +2%
CIBC Private Wealth Group
31
CIBC Private Wealth Group
Georgia
$242K -$13.9K -10 -5%
N
32
Nuveen
North Carolina
$237K +$71K +51 +42%
AllianceBernstein
33
AllianceBernstein
Tennessee
$218K +$221K +159 New
AQR Capital Management
34
AQR Capital Management
Connecticut
$192K
AA
35
Ancora Advisors
Ohio
$191K +$6.96K +5 +4%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$173K +$1.39K +1 +0.8%
Goldman Sachs
37
Goldman Sachs
New York
$164K +$167K +120 New
KPW
38
Kore Private Wealth
New York
$163K +$166K +119 New
Citigroup
39
Citigroup
New York
$150K +$8.35K +6 +6%
UBS Group
40
UBS Group
Switzerland
$116K -$25.1K -18 -17%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$110K
AIG
42
American International Group
New York
$65K -$4.18K -3 -6%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$42.8K +$27.8K +20 +182%
Deutsche Bank
44
Deutsche Bank
Germany
$38K -$15.3K -11 -28%
Barclays
45
Barclays
United Kingdom
$37K -$75.2K -54 -68%
JP Morgan Chase
46
JP Morgan Chase
New York
$35K
Victory Capital Management
47
Victory Capital Management
Texas
$34K +$33.4K +24 New
PFO
48
Pathstone Family Office
New Jersey
$20K +$20.9K +15 New
Legal & General Group
49
Legal & General Group
United Kingdom
$17K -$5.57K -4 -25%
AF
50
Advisornet Financial
Minnesota
$15K +$15.3K +11 New

OTRK Hedge Fund Activity: Q1 2020 in Review

56 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q1 2020, worth a combined $53.1M — down 0.27% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OTRK positions and 11 closed out — a net gain of 3 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Nantahala Capital Management, opening a new position worth an estimated $3.03M. The largest seller was Kennedy Capital Management, exiting entirely with an estimated $3.66M sold.

  • 56 institutional investors held Ontrak (OTRK) as of Q1 2020, up from 55 in Q4 2019.
  • Funds reported $53.1M of Ontrak stock for Q1 2020, down 0.27% quarter-over-quarter.
  • 14 funds opened new Ontrak positions in Q1 2020 and 11 closed out, a net change of +3 holders.
  • The largest Ontrak buyer in Q1 2020 was Nantahala Capital Management, an estimated $3.03M added.
  • The largest Ontrak seller in Q1 2020 was Kennedy Capital Management, an estimated $3.66M sold.

Based on aggregated 13F filings for Q1 2020.