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OTRK

Ontrak

Delisted

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

79 hedge funds and large institutions have $37.9M invested in Ontrak in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $3.29M | Put options by funds: $1.63M

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

0.03% less ownership

Funds ownership: 0.35%0.32% (-0.03%)

5% less funds holding

Funds holding: 8379 (-4)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

36% less capital invested

Capital invested by funds: $59.3M → $37.9M (-$21.4M)

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
29
Reduced
24
Closed
19
Calls
$3.29M
Puts
$1.63M
Net Calls
+$1.66M
Net Calls Change
+$945K
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
1
Winning Points Advisors
Florida
$5.29M +$1.21M +1,729 +130%
BlackRock
2
BlackRock
New York
$3.53M -$127K -181 -3%
LOAMS
3
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.13M +$328K +467 +9%
Marshall Wace
4
Marshall Wace
United Kingdom
$2.99M +$3.36M +4,788 +979%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.5M -$217K -310 -7%
Morgan Stanley
6
Morgan Stanley
New York
$1.35M -$3.26M -4,643 -66%
Millennium Management
7
Millennium Management
New York
$1.28M +$854K +1,217 +117%
Federated Hermes
8
Federated Hermes
Pennsylvania
$1.18M +$1.03M +1,473 +240%
JP Morgan Chase
9
JP Morgan Chase
New York
$1.14M -$652K -929 -32%
EGM
10
Engineers Gate Manager
New York
$1.11M +$123K +175 +10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.1M -$241K -344 -15%
State Street
12
State Street
Massachusetts
$1.08M -$71.5K -102 -5%
Voloridge Investment Management
13
Voloridge Investment Management
Florida
$994K -$649K -925 -35%
PP
14
PDT Partners
New York
$845K +$26.7K +38 +3%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$754K +$934K +1,332 New
Two Sigma Investments
16
Two Sigma Investments
New York
$697K -$1.65M -2,359 -66%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$683K +$374K +533 +79%
SFI
18
Susquehanna Fundamental Investments
Pennsylvania
$657K +$329K +469 +68%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$647K +$126K +180 +19%
Northern Trust
20
Northern Trust
Illinois
$607K -$39.3K -56 -5%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$564K +$701K +999 New
Group One Trading
22
Group One Trading
Illinois
$518K +$344K +491 +116%
WMC
23
Westwood Management Corporation
Illinois
$327K -$156K -222 -28%
QC
24
Quadrature Capital
United Kingdom
$267K +$168K +239 +103%
Goldman Sachs
25
Goldman Sachs
New York
$266K +$189K +270 +135%

OTRK Hedge Fund Activity: Q4 2021 in Review

79 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ontrak (OTRK) for Q4 2021, worth a combined $37.9M — down 36% from $59.3M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of OTRK and 16 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 29 added.

The largest buyer was Marshall Wace, adding an estimated $3.36M. The largest seller was Morgan Stanley, cutting an estimated $3.26M.

  • 79 institutional investors held Ontrak (OTRK) as of Q4 2021, down from 83 in Q3 2021.
  • Funds reported $37.9M of Ontrak stock for Q4 2021, down 36% quarter-over-quarter.
  • 16 funds opened new Ontrak positions in Q4 2021 and 19 closed out, a net change of -3 holders.
  • The largest Ontrak buyer in Q4 2021 was Marshall Wace, an estimated $3.36M added.
  • The largest Ontrak seller in Q4 2021 was Morgan Stanley, an estimated $3.26M sold.

Based on aggregated 13F filings for Q4 2021.