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OTRK

Ontrak

Delisted

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

95 hedge funds and large institutions have $184M invested in Ontrak in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

26% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $15.2M

8% more funds holding

Funds holding: 8895 (+7)

0.01% less ownership

Funds ownership: 0.37%0.35% (-0.01%)

3% less capital invested

Capital invested by funds: $190M → $184M (-$6M)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
95
Holders Change
+7
Holders Change %
+7.95%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
28
Reduced
31
Closed
13
Calls
$19.1M
Puts
$15.2M
Net Calls
+$3.9M
Net Calls Change
+$2.87M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$32M -$1.68M -582 -5%
BlackRock
2
BlackRock
New York
$18.6M -$1.61M -557 -8%
VOYA Investment Management
3
VOYA Investment Management
Georgia
$16M +$6.52M +2,259 +71%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.6M -$80.9K -28 -0.6%
LOAMS
5
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.4M +$3.71M +1,285 +39%
William Blair & Company
6
William Blair & Company
Illinois
$8.95M +$6.52M +2,257 +280%
State Street
7
State Street
Massachusetts
$5.31M -$1.94M -670 -27%
Millennium Management
8
Millennium Management
New York
$5.09M -$2.37M -822 -32%
Voloridge Investment Management
9
Voloridge Investment Management
Florida
$4.8M -$6.28M -2,173 -57%
Renaissance Technologies
10
Renaissance Technologies
New York
$4.78M +$4.72M +1,633 New
Morgan Stanley
11
Morgan Stanley
New York
$4.76M -$1.15M -397 -20%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.66M +$286K +99 +7%
WPA
13
Winning Points Advisors
Florida
$4.05M
Northern Trust
14
Northern Trust
Illinois
$3.42M -$5.78K -2 -0.2%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.36M +$751K +260 +29%
WMC
16
Westwood Management Corporation
Illinois
$3.02M -$98.2K -34 -3%
TWMP
17
Taylor Wealth Management Partners
Massachusetts
$2.5M -$150K -52 -6%
SSA
18
Schonfeld Strategic Advisors
New York
$2.4M +$2.38M +823 New
Mirae Asset Global Investments
19
Mirae Asset Global Investments
South Korea
$2.35M +$748K +259 +48%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.27M -$3.06M -1,059 -58%
Citadel Advisors
21
Citadel Advisors
Florida
$2.1M +$269K +93 +15%
Charles Schwab
22
Charles Schwab
California
$1.77M +$144K +50 +9%
Marshall Wace
23
Marshall Wace
United Kingdom
$1.68M +$890K +308 +116%
CIA
24
Capital Impact Advisors
Massachusetts
$1.55M +$537K +186 +54%
PP
25
PDT Partners
New York
$1.31M +$1.29M +448 New

OTRK Hedge Fund Activity: Q2 2021 in Review

95 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q2 2021, worth a combined $184M — down 3.2% from $190M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new OTRK positions and 13 closed out — a net gain of 7 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $6.52M. The largest seller was Compagnie Lombard Odier SCmA, exiting entirely with an estimated $9.66M sold.

  • 95 institutional investors held Ontrak (OTRK) as of Q2 2021, up from 88 in Q1 2021.
  • Funds reported $184M of Ontrak stock for Q2 2021, down 3.2% quarter-over-quarter.
  • 20 funds opened new Ontrak positions in Q2 2021 and 13 closed out, a net change of +7 holders.
  • The largest Ontrak buyer in Q2 2021 was VOYA Investment Management, an estimated $6.52M added.
  • The largest Ontrak seller in Q2 2021 was Compagnie Lombard Odier SCmA, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2021.