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OTRK

Ontrak

Delisted

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

27 hedge funds and large institutions have $18.8M invested in Ontrak in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 6

0.01% more ownership

Funds ownership: 0.13%0.14% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 2927 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

22% less capital invested

Capital invested by funds: $24.2M → $18.8M (-$5.41M)

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
1
Kennedy Capital Management
Missouri
$2.63M -$6.3K -7 -0.2%
UIC
2
Uniplan Investment Counsel
Wisconsin
$2.47M -$93.7K -104 -3%
WPA
3
Winning Points Advisors
Florida
$2.39M +$320K +355 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.34M +$776K +862 +45%
BA
5
Bard Associates
Illinois
$2.03M -$41.4K -46 -2%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.35M +$127K +141 +10%
AFM
7
Anson Funds Management
Texas
$1.13M -$533K -592 -31%
EI
8
EAM Investors
California
$928K +$176K +195 +22%
EIM
9
Essex Investment Management
Massachusetts
$901K -$15.3K -17 -2%
Barclays
10
Barclays
United Kingdom
$455K +$486K +540 New
WMC
11
Westwood Management Corporation
Illinois
$375K +$100K +111 +33%
Allianz Asset Management
12
Allianz Asset Management
Germany
$299K +$320K +355 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$265K +$61.3K +68 +28%
AWW
14
Alan W. Weber
$247K -$205K -228 -44%
BWP
15
Baldwin Wealth Partners
Massachusetts
$211K
Northern Trust
16
Northern Trust
Illinois
$184K +$95.5K +106 +95%
AA
17
Ancora Advisors
Ohio
$141K +$2.7K +3 +2%
BlackRock
18
BlackRock
New York
$122K +$901 +1 +0.7%
BFM
19
Boothbay Fund Management
New York
$117K +$125K +139 New
OAM
20
Oxford Asset Management
United Kingdom
$103K +$110K +122 New
CPA
21
Cowen Prime Advisors
New York
$47K
Morgan Stanley
22
Morgan Stanley
New York
$33K +$21.6K +24 +150%
Wells Fargo
23
Wells Fargo
California
$22K +$13.5K +15 +136%
AG
24
Advisor Group
Arizona
$12K +$12.6K +14 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2K +$1.8K +2 New

OTRK Hedge Fund Activity: Q4 2018 in Review

27 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q4 2018, worth a combined $18.8M — down 22% from $24.2M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of OTRK and 7 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 11 added.

The largest buyer was Vanguard Group, adding an estimated $776K. The largest seller was Anson Funds Management, cutting an estimated $533K.

  • 27 institutional investors held Ontrak (OTRK) as of Q4 2018, down from 29 in Q3 2018.
  • Funds reported $18.8M of Ontrak stock for Q4 2018, down 22% quarter-over-quarter.
  • 7 funds opened new Ontrak positions in Q4 2018 and 8 closed out, a net change of -1 holder.
  • The largest Ontrak buyer in Q4 2018 was Vanguard Group, an estimated $776K added.
  • The largest Ontrak seller in Q4 2018 was Anson Funds Management, an estimated $533K sold.

Based on aggregated 13F filings for Q4 2018.