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OptimizeRx (OPRX) Institutional Ownership

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(As of 05/10/2024 ET)
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Institutional Ownership Changes (13F Filings) for OptimizeRx (NASDAQ:OPRX)

Current
Institutional Ownership
Percentage
76.47%
Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$33.99M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$25.07M
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OPRX Institutional Buying and Selling by Quarter

OptimizeRx Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/11/2024Hillsdale Investment Management Inc.10,700$130K0.0%-31.8%0.059%
5/10/2024Connors Investor Services Inc.16,607$202K0.0%-32.2%0.091%
5/10/2024Acadian Asset Management LLC24,562$297K0.0%-45.3%0.135%
5/10/2024Vanguard Group Inc.1,027,293$12.48M0.0%+0.6%5.649%
5/9/2024 Blair William & Co. IL782,573$9.51M0.0%+5.6%4.305%
5/3/2024 Essex Investment Management Co. LLC86,656$1.05M0.2%N/A0.477%
5/1/2024 BNP Paribas Financial Markets27,910$339K0.0%+283.6%0.154%
5/1/2024 Mirae Asset Global Investments Co. Ltd.44,576$542K0.0%N/A0.245%
4/23/2024 Rice Hall James & Associates LLC401,882$4.88M0.3%+17.3%2.211%
3/5/2024 Greenwood Capital Associates LLC54,675$782K0.1%+58.8%0.301%
2/20/2024Quarry LP3,735$53K0.0%-52.9%0.021%
2/15/2024G2 Investment Partners Management LLC468,120$6.70M2.0%+26.0%2.579%
2/14/2024First Light Asset Management LLC1,727,298$24.72M2.0%-30.5%9.517%
2/14/2024Avenir Corp88,260$1.26M0.1%-71.3%0.486%
2/13/2024Tower Research Capital LLC TRC6,765$97K0.0%+407.5%0.037%
2/12/2024Millrace Asset Group Inc.133,936$1.92M1.9%N/A0.738%
2/9/2024Hillsdale Investment Management Inc.15,700$225K0.0%N/A0.087%
2/5/2024 Victory Capital Management Inc.58,707$840K0.0%-16.9%0.323%
2/1/2024 Cetera Trust Company N.A5,400$77K0.0%N/A0.030%
1/31/2024Federated Hermes Inc.182,985$2.62M0.0%-47.3%1.008%
1/25/2024 Nisa Investment Advisors LLC2,142$31K0.0%+215.0%0.012%
1/22/2024 Perkins Capital Management Inc.105,463$1.51M1.3%+3.5%0.581%
12/6/2023Citigroup Inc.6,189$48K0.0%-45.0%0.034%
11/22/2023Connors Investor Services Inc.22,500$175K0.0%+21.6%0.124%
11/15/2023Kennedy Capital Management LLC555,675$4.32M0.1%N/A3.339%
11/15/2023Avenir Corp307,549$2.39M0.2%-19.4%1.848%
11/14/2023Quadrature Capital Ltd20,916$162K0.0%N/A0.126%
11/14/2023AWM Investment Company Inc.782,571$6.09M0.9%+75.8%4.703%
11/13/2023Federated Hermes Inc.347,328$2.70M0.0%-26.5%2.088%
11/9/2023 Blair William & Co. IL836,498$6.51M0.0%-1.1%5.027%
11/8/2023L2 Asset Management LLC12,170$95K0.1%N/A0.073%
11/7/2023 Quantbot Technologies LP6,303$49K0.0%N/A0.038%
11/7/2023Jump Financial LLC13,032$101K0.0%N/A0.078%
11/6/2023 Los Angeles Capital Management LLC29,782$232K0.0%+22.8%0.179%
11/2/2023 Rice Hall James & Associates LLC387,377$3.01M0.2%-1.4%2.328%
11/1/2023Jacob Asset Management of New York LLC370,330$2.88M4.1%+30.1%2.226%
10/26/2023 Mirae Asset Global Investments Co. Ltd.42,520$331K0.0%-6.0%0.256%
10/26/2023Strs Ohio21,500$167K0.0%+48.3%0.129%
10/24/2023 Bank of New York Mellon Corp105,085$818K0.0%-1.9%0.632%
10/18/2023 Greenwood Capital Associates LLC34,430$268K0.0%-29.0%0.207%
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9/21/2023Barclays PLC3,305$47K0.0%-60.9%0.020%
9/1/2023 Portside Wealth Group LLC115,605$1.65M0.1%N/A0.695%
8/11/2023AWM Investment Company Inc.445,268$6.36M0.9%+11.8%2.599%
8/11/2023Avenir Corp381,660$5.45M0.5%-7.9%2.228%
8/11/2023S Squared Technology LLC17,021$243K0.1%N/A0.099%
8/10/2023 Mirae Asset Global Investments Co. Ltd.45,222$646K0.0%-2.1%0.264%
8/8/2023 Wasatch Advisors LP458,641$6.55M0.0%-2.3%2.677%
8/7/2023Acadian Asset Management LLC2,799$39K0.0%N/A0.016%
8/3/2023Premier Fund Managers Ltd35,415$503K0.0%N/A0.207%
8/1/2023 Kornitzer Capital Management Inc. KS225,489$3.22M0.1%-36.1%1.316%
8/1/2023 Portside Wealth Group LLC115,605$1.65M0.0%N/A0.675%
7/31/2023Strs Ohio14,500$207K0.0%+126.6%0.085%
7/27/2023 Victory Capital Management Inc.70,618$1.01M0.0%-25.7%0.412%
7/24/2023 Rice Hall James & Associates LLC392,994$5.62M0.3%+8.2%2.294%
5/16/2023First Light Asset Management LLC1,010,931$14.79M1.3%+179.8%5.905%
5/16/2023G2 Investment Partners Management LLC536,409$7.85M2.2%-29.9%3.133%
5/12/2023Mirabella Financial Services LLP13,539$198K0.0%N/A0.079%
5/12/2023HRT Financial LP171,079$2.50M0.0%+223.8%0.999%
5/12/2023 Blair William & Co. IL843,412$12.34M0.0%+3.4%4.926%
5/12/2023 Greenwood Capital Associates LLC47,800$699K0.1%-1.9%0.279%
5/12/2023 Rice Hall James & Associates LLC363,291$5.32M0.3%+33.7%2.122%
5/11/2023 Avalon Trust Co2,000$29K0.0%N/A0.012%
5/11/2023Jacob Asset Management of New York LLC284,470$4.16M4.9%+3.6%1.662%
5/10/2023Credit Suisse AG320,496$4.69M0.0%-3.5%1.872%
5/9/2023 Kornitzer Capital Management Inc. KS352,994$5.16M0.1%+17.7%2.062%
5/9/2023 Russell Investments Group Ltd.59,206$866K0.0%+142.9%0.346%
5/8/2023Federated Hermes Inc.355,829$5.21M0.0%+51.9%2.078%
5/4/2023 Mirae Asset Global Investments Co. Ltd.46,196$676K0.0%-2.1%0.270%
5/3/2023Jump Financial LLC32,300$473K0.0%+216.7%0.189%
5/2/2023 Victory Capital Management Inc.95,088$1.39M0.0%-16.7%0.555%
5/2/2023 Amalgamated Bank2,347$34K0.0%-69.2%0.014%
4/28/2023 SG Americas Securities LLC7,010$103K0.0%N/A0.041%
2/15/2023First Light Asset Management LLC361,276$6.07M0.6%-0.8%2.107%
2/13/2023 GSA Capital Partners LLP30,339$510K0.1%-39.7%0.177%
2/10/2023Summit Creek Advisors LLC193,224$3.25M0.4%-33.1%1.127%
2/10/2023HRT Financial LP52,836$887K0.0%N/A0.308%
2/10/2023 Blair William & Co. IL815,805$13.71M0.1%+8.8%4.757%
2/9/2023 Mirae Asset Global Investments Co. Ltd.47,203$793K0.0%-21.5%0.275%
2/9/2023 Victory Capital Management Inc.114,198$1.92M0.0%-17.0%0.666%
2/9/2023 Principal Financial Group Inc.105,598$1.77M0.0%-5.4%0.616%
2/8/2023Thrivent Financial for Lutherans17,595$296K0.0%-5.6%0.103%
2/8/2023 Swiss National Bank39,200$659K0.0%+3.7%0.229%
2/8/2023 Russell Investments Group Ltd.24,379$410K0.0%N/A0.142%
2/7/2023 Texas Permanent School Fund11,387$191K0.0%-11.1%0.066%
2/7/2023Handelsbanken Fonder AB230,500$3.87M0.0%-55.3%1.344%
2/6/2023 Los Angeles Capital Management LLC24,152$406K0.0%-66.0%0.141%
2/2/2023 Kornitzer Capital Management Inc. KS299,939$5.04M0.1%+30.2%1.749%
2/1/2023 Zurcher Kantonalbank Zurich Cantonalbank3,033$51K0.0%+39.1%0.018%
1/27/2023 Rice Hall James & Associates LLC271,822$4.57M0.3%+37.2%1.585%
1/26/2023Comerica Bank10,355$193K0.0%-25.4%0.060%
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1/26/2023Strs Ohio6,400$107K0.0%N/A0.037%
1/26/2023 Greenwood Capital Associates LLC48,721$819K0.1%+2.9%0.284%
1/18/2023 Wesbanco Bank Inc.16,531$278K0.0%N/A0.096%
1/9/2023 Yousif Capital Management LLC11,217$188K0.0%-34.8%0.065%
11/16/2022Avenir Corp421,296$6.24M0.7%-0.6%2.457%
11/16/2022Alpha Paradigm Partners LLC34,736$515K0.2%+62.2%0.203%
11/15/2022Parian Global Management LP7,000$104K0.3%N/A0.041%
11/15/2022Quadrature Capital Ltd39,855$591K0.0%N/A0.232%
11/15/2022Engineers Gate Manager LP36,786$545K0.0%N/A0.214%
11/15/2022Federated Hermes Inc.113,520$1.68M0.0%+785.4%0.662%
(Data available from 1/1/2016 forward)

OPRX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OPRX shares?

During the previous two years, 82 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were First Light Asset Management LLC ($24.72M), American Century Companies Inc. ($22.20M), Artisan Partners Limited Partnership ($19.34M), Driehaus Capital Management LLC ($13.96M), Vanguard Group Inc. ($12.48M), Granite Investment Partners LLC ($10.92M), and Blair William & Co. IL ($9.51M).Learn more on OPRX's institutional investors.

What percentage of OptimizeRx stock is owned by institutional investors?

76.47% of OptimizeRx stock is owned by institutional investors. Learn more on OPRX's institutional investor holdings.

Which institutional investors have been buying OptimizeRx stock?

Of the 61 institutional investors that purchased OptimizeRx stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First Light Asset Management LLC ($683.15K), Kennedy Capital Management LLC ($555.68K), Rice Hall James & Associates LLC ($413.14K), AWM Investment Company Inc. ($384.33K), Kornitzer Capital Management Inc. KS ($352.99K), Federated Hermes Inc. ($235.02K), and Portside Wealth Group LLC ($231.21K).

How much institutional buying is happening at OptimizeRx?

Institutional investors have bought a total of 5,093,506 shares in the last 24 months. This purchase volume represents approximately $85.35M in transactions.

Which OptimizeRx major shareholders have been selling company stock?

Of the 40 institutional investors that sold OptimizeRx stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: First Light Asset Management LLC ($761.51K), Handelsbanken Fonder AB ($329.50K), Avenir Corp ($328.68K), Federated Hermes Inc. ($289.44K), G2 Investment Partners Management LLC ($228.47K), New York State Common Retirement Fund ($144.80K), and Driehaus Capital Management LLC ($143.09K).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 3,011,915 shares in the last 24 months. This volume of shares sold represents approximately $48.96M in transactions.


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This page (NASDAQ:OPRX) was last updated on 5/12/2024 by MarketBeat.com Staff

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