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OTRK

Ontrak

Delisted

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

58 hedge funds and large institutions have $51.3M invested in Ontrak in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

9% more funds holding

Funds holding: 5358 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

Funds ownership: 0.23%0.22% (-0.02%)

21% less capital invested

Capital invested by funds: $64.6M → $51.3M (-$13.4M)

95% less call options, than puts

Call options by funds: $28K | Put options by funds: $526K

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
20
Reduced
12
Closed
6
Calls
$28K
Puts
$526K
Net Calls
-$498K
Net Calls Change
-$498K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.48M +$233K +154 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.34M +$214K +142 +3%
WPA
3
Winning Points Advisors
Florida
$4.56M +$22.7K +15 +0.5%
KCM
4
Kennedy Capital Management
Missouri
$3.63M -$136K -90 -3%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.27M +$654K +433 +23%
BA
6
Bard Associates
Illinois
$3.25M -$106K -70 -3%
UIC
7
Uniplan Investment Counsel
Wisconsin
$2.65M -$156K -103 -5%
WMC
8
Westwood Management Corporation
Illinois
$1.97M
QI
9
QS Investors
New York
$1.86M +$1.98M +1,313 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.81M +$40.8K +27 +2%
State Street
11
State Street
Massachusetts
$1.77M +$81.6K +54 +5%
Northern Trust
12
Northern Trust
Illinois
$1.53M +$1M +663 +160%
Allianz Asset Management
13
Allianz Asset Management
Germany
$1.4M -$2.02M -1,338 -57%
TWMP
14
Taylor Wealth Management Partners
Massachusetts
$1.07M -$1.51K -1 -0.1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$895K +$953K +631 New
EI
16
EAM Investors
California
$822K +$159K +105 +22%
EIM
17
Essex Investment Management
Massachusetts
$788K
KCM
18
Knoll Capital Management
Florida
$678K +$477K +316 +195%
Millennium Management
19
Millennium Management
New York
$642K -$1.55M -1,025 -69%
CAN
20
Cetera Advisor Networks
California
$573K +$610K +404 New
BWP
21
Baldwin Wealth Partners
Massachusetts
$433K
Bank of New York Mellon
22
Bank of New York Mellon
New York
$344K +$103K +68 +39%
Wells Fargo
23
Wells Fargo
California
$310K +$99.7K +66 +43%
Charles Schwab
24
Charles Schwab
California
$273K -$34.7K -23 -11%
CIBC Private Wealth Group
25
CIBC Private Wealth Group
Georgia
$254K +$13.6K +9 +5%

OTRK Hedge Fund Activity: Q3 2019 in Review

58 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q3 2019, worth a combined $51.3M — down 21% from $64.6M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new OTRK positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was QS Investors, opening a new position worth an estimated $1.98M. The largest seller was Driehaus Capital Management, cutting an estimated $2.45M.

  • 58 institutional investors held Ontrak (OTRK) as of Q3 2019, up from 53 in Q2 2019.
  • Funds reported $51.3M of Ontrak stock for Q3 2019, down 21% quarter-over-quarter.
  • 11 funds opened new Ontrak positions in Q3 2019 and 6 closed out, a net change of +5 holders.
  • The largest Ontrak buyer in Q3 2019 was QS Investors, an estimated $1.98M added.
  • The largest Ontrak seller in Q3 2019 was Driehaus Capital Management, an estimated $2.45M sold.

Based on aggregated 13F filings for Q3 2019.