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OTRK

Ontrak

Delisted

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

109 hedge funds and large institutions have $289M invested in Ontrak in 2020 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 23 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 17

169% more capital invested

Capital invested by funds: $107M → $289M (+$182M)

45% more funds holding

Funds holding: 75109 (+34)

2% more call options, than puts

Call options by funds: $30.3M | Put options by funds: $29.8M

0.03% more ownership

Funds ownership: 0.28%0.31% (+0.03%)

12% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 26

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
109
Holders Change
+34
Holders Change %
+45.33%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
51
Increased
23
Reduced
26
Closed
17
Calls
$30.3M
Puts
$29.8M
Net Calls
+$448K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$51.7M +$44.3M +9,574 New
BlackRock
2
BlackRock
New York
$35.9M +$4.57M +987 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$24.5M +$2.19M +474 +12%
WPA
4
Winning Points Advisors
Florida
$9M -$6.63M -1,432 -46%
State Street
5
State Street
Massachusetts
$8.6M +$495K +107 +7%
Northern Trust
6
Northern Trust
Illinois
$7.64M +$1.48M +320 +29%
WMC
7
Westwood Management Corporation
Illinois
$7.5M
GLA
8
Great Lakes Advisors
Illinois
$7.29M +$847K +183 +16%
Morgan Stanley
9
Morgan Stanley
New York
$6.87M +$2.8M +604 +90%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.84M +$704K +152 +14%
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$6.5M -$2.27M -490 -29%
UIC
12
Uniplan Investment Counsel
Wisconsin
$5.83M -$2.17M -469 -30%
CM
13
Castleark Management
Illinois
$5.47M +$4.69M +1,012 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.42M -$111K -24 -2%
TWMP
15
Taylor Wealth Management Partners
Massachusetts
$5.07M -$190K -41 -4%
N
16
Nuveen
North Carolina
$4.99M +$3.18M +687 +289%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$4.92M -$6.15M -1,328 -59%
PC
18
Pier Capital
Connecticut
$4.9M +$4.2M +908 New
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$4.15M +$3.56M +769 New
CIA
20
Capital Impact Advisors
Massachusetts
$4.13M +$3.54M +764 New
Charles Schwab
21
Charles Schwab
California
$3.06M +$1.62M +350 +161%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.89M +$704K +152 +40%
EI
23
EAM Investors
California
$2.77M +$2.37M +512 New
Two Sigma Investments
24
Two Sigma Investments
New York
$2.7M +$1.5M +324 +184%
IFG
25
Independent Financial Group
California
$2.58M -$2.23M -481 -50%

OTRK Hedge Fund Activity: Q3 2020 in Review

109 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q3 2020, worth a combined $289M — up 169% from $107M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new OTRK positions and 17 closed out — a net gain of 34 holders — while 23 added to existing stakes and 26 trimmed.

The largest buyer was ArrowMark Colorado Holdings, opening a new position worth an estimated $44.3M. The largest seller was Nantahala Capital Management, exiting entirely with an estimated $10.3M sold.

  • 109 institutional investors held Ontrak (OTRK) as of Q3 2020, up from 75 in Q2 2020.
  • Funds reported $289M of Ontrak stock for Q3 2020, up 169% quarter-over-quarter.
  • 51 funds opened new Ontrak positions in Q3 2020 and 17 closed out, a net change of +34 holders.
  • The largest Ontrak buyer in Q3 2020 was ArrowMark Colorado Holdings, an estimated $44.3M added.
  • The largest Ontrak seller in Q3 2020 was Nantahala Capital Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q3 2020.