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OTRK

Ontrak

Delisted

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

29 hedge funds and large institutions have $24.2M invested in Ontrak in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

177% more capital invested

Capital invested by funds: $8.74M → $24.2M (+$15.5M)

71% more funds holding

Funds holding: 1729 (+12)

0.04% more ownership

Funds ownership: 0.09%0.13% (+0.04%)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
29
Holders Change
+12
Holders Change %
+70.59%
% of All Funds
0.66%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
5
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$3.61M -$26.6K -34 -1%
UIC
2
Uniplan Investment Counsel
Wisconsin
$3.51M +$2.38M +3,036 New
BA
3
Bard Associates
Illinois
$2.84M -$7.05K -9 -0.4%
WPA
4
Winning Points Advisors
Florida
$2.83M +$130K +166 +7%
AFM
5
Anson Funds Management
Texas
$2.24M +$1.52M +1,934 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$2.21M +$523K +668 +54%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.68M -$274K -350 -19%
EIM
8
Essex Investment Management
Massachusetts
$1.25M +$850K +1,085 New
EI
9
EAM Investors
California
$1.05M -$171K -218 -19%
AWW
10
Alan W. Weber
$602K -$534K -681 -57%
WMC
11
Westwood Management Corporation
Illinois
$385K
BWP
12
Baldwin Wealth Partners
Massachusetts
$289K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$286K +$194K +247 New
BRWM
14
B. Riley Wealth Management
Tennessee
$217K +$147K +188 New
AA
15
Ancora Advisors
Ohio
$191K +$129K +165 New
BlackRock
16
BlackRock
New York
$166K +$4.7K +6 +4%
Goldman Sachs
17
Goldman Sachs
New York
$161K +$109K +139 New
EGM
18
Engineers Gate Manager
New York
$139K +$94K +120 New
JP Morgan Chase
19
JP Morgan Chase
New York
$134K +$61.1K +78 +205%
Northern Trust
20
Northern Trust
Illinois
$129K +$87.8K +112 New
KCM
21
Knoll Capital Management
Florida
$102K
CPA
22
Cowen Prime Advisors
New York
$64K +$43.9K +56 New
TDC
23
Thompson Davis & Co
Virginia
$37K +$25.1K +32 New
MWM
24
MinichMacGregor Wealth Management
New York
$28K
Morgan Stanley
25
Morgan Stanley
New York
$19K +$3.13K +4 +33%

OTRK Hedge Fund Activity: Q3 2018 in Review

29 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q3 2018, worth a combined $24.2M — up 177% from $8.74M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new OTRK positions and 3 closed out — a net gain of 12 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Uniplan Investment Counsel, opening a new position worth an estimated $2.38M. The largest seller was Alan W. Weber, cutting an estimated $534K.

  • 29 institutional investors held Ontrak (OTRK) as of Q3 2018, up from 17 in Q2 2018.
  • Funds reported $24.2M of Ontrak stock for Q3 2018, up 177% quarter-over-quarter.
  • 15 funds opened new Ontrak positions in Q3 2018 and 3 closed out, a net change of +12 holders.
  • The largest Ontrak buyer in Q3 2018 was Uniplan Investment Counsel, an estimated $2.38M added.
  • The largest Ontrak seller in Q3 2018 was Alan W. Weber, an estimated $534K sold.

Based on aggregated 13F filings for Q3 2018.