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OTRK

Ontrak

Delisted

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

117 hedge funds and large institutions have $365M invested in Ontrak in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $29M | Put options by funds: $18.1M

45% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 20

26% more capital invested

Capital invested by funds: $289M → $365M (+$75.5M)

7% more funds holding

Funds holding: 109117 (+8)

0.07% more ownership

Funds ownership: 0.31%0.38% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 37

Holders
117
Holders Change
+8
Holders Change %
+7.34%
% of All Funds
2.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
29
Increased
34
Reduced
37
Closed
20
Calls
$29M
Puts
$18.1M
Net Calls
+$11M
Net Calls Change
+$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ACH
1
ArrowMark Colorado Holdings
Colorado
$63.3M +$9.84M +1,802 +19%
CS
2
Credit Suisse
Switzerland
$55.9M +$54.7M +10,016 +22,764%
BlackRock
3
BlackRock
New York
$37.6M +$666K +122 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.4M +$3.1M +568 +13%
State Street
5
State Street
Massachusetts
$8.86M +$5.46K +1 +0.1%
Citadel Advisors
6
Citadel Advisors
Florida
$8.59M +$6.13M +1,124 +268%
WPA
7
Winning Points Advisors
Florida
$7.73M -$1.51M -277 -17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.67M +$2.05M +376 +37%
WMC
9
Westwood Management Corporation
Illinois
$7.62M -$104K -19 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$7.44M +$388K +71 +6%
Northern Trust
11
Northern Trust
Illinois
$7.43M -$431K -79 -6%
TIM
12
Thornburg Investment Management
New Mexico
$6.7M +$6.58M +1,205 New
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$6.5M -$191K -35 -3%
UIC
14
Uniplan Investment Counsel
Wisconsin
$5.82M -$180K -33 -3%
Goldman Sachs
15
Goldman Sachs
New York
$5.77M +$4.84M +887 +591%
TWMP
16
Taylor Wealth Management Partners
Massachusetts
$5.23M +$16.4K +3 +0.3%
PC
17
Pier Capital
Connecticut
$5.19M +$136K +25 +3%
CM
18
Castleark Management
Illinois
$4.74M -$868K -159 -16%
FA
19
Friess Associates
Delaware
$4.67M +$2.2M +403 +92%
CIA
20
Capital Impact Advisors
Massachusetts
$4.25M
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$4.02M -$1.02M -187 -21%
Morgan Stanley
22
Morgan Stanley
New York
$3.76M -$3.25M -595 -47%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$3.47M -$791K -145 -19%
Charles Schwab
24
Charles Schwab
California
$3.2M +$43.7K +8 +1%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$3.15M +$3.09M +567 New

OTRK Hedge Fund Activity: Q4 2020 in Review

117 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q4 2020, worth a combined $365M — up 26% from $289M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new OTRK positions and 20 closed out — a net gain of 9 holders — while 34 added to existing stakes and 37 trimmed.

The largest buyer was Credit Suisse, adding an estimated $54.7M. The largest seller was Great Lakes Advisors, exiting entirely with an estimated $7.29M sold.

  • 117 institutional investors held Ontrak (OTRK) as of Q4 2020, up from 109 in Q3 2020.
  • Funds reported $365M of Ontrak stock for Q4 2020, up 26% quarter-over-quarter.
  • 29 funds opened new Ontrak positions in Q4 2020 and 20 closed out, a net change of +9 holders.
  • The largest Ontrak buyer in Q4 2020 was Credit Suisse, an estimated $54.7M added.
  • The largest Ontrak seller in Q4 2020 was Great Lakes Advisors, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2020.