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XOM   104.55 (+0.22%)
S&P 500   5,081.63 (+0.23%)
DOW   38,898.63 (-0.13%)
QQQ   437.93 (+0.61%)
AAPL   180.03 (-0.77%)
MSFT   409.55 (+0.45%)
META   489.05 (+1.04%)
GOOGL   137.24 (+0.63%)
AMZN   174.95 (+1.03%)
TSLA   199.87 (-1.07%)
NVDA   792.80 (+2.08%)
NIO   5.67 (+4.42%)
AMD   190.45 (+7.88%)
BABA   74.06 (-0.71%)
T   16.99 (+0.18%)
F   12.40 (+0.81%)
MU   89.85 (+0.16%)
CGC   3.27 (-2.68%)
GE   156.02 (+0.26%)
DIS   111.23 (+0.39%)
AMC   4.29 (-14.03%)
PFE   26.77 (-1.00%)
PYPL   60.23 (-0.03%)
XOM   104.55 (+0.22%)
S&P 500   5,081.63 (+0.23%)
DOW   38,898.63 (-0.13%)
QQQ   437.93 (+0.61%)
AAPL   180.03 (-0.77%)
MSFT   409.55 (+0.45%)
META   489.05 (+1.04%)
GOOGL   137.24 (+0.63%)
AMZN   174.95 (+1.03%)
TSLA   199.87 (-1.07%)
NVDA   792.80 (+2.08%)
NIO   5.67 (+4.42%)
AMD   190.45 (+7.88%)
BABA   74.06 (-0.71%)
T   16.99 (+0.18%)
F   12.40 (+0.81%)
MU   89.85 (+0.16%)
CGC   3.27 (-2.68%)
GE   156.02 (+0.26%)
DIS   111.23 (+0.39%)
AMC   4.29 (-14.03%)
PFE   26.77 (-1.00%)
PYPL   60.23 (-0.03%)
XOM   104.55 (+0.22%)
S&P 500   5,081.63 (+0.23%)
DOW   38,898.63 (-0.13%)
QQQ   437.93 (+0.61%)
AAPL   180.03 (-0.77%)
MSFT   409.55 (+0.45%)
META   489.05 (+1.04%)
GOOGL   137.24 (+0.63%)
AMZN   174.95 (+1.03%)
TSLA   199.87 (-1.07%)
NVDA   792.80 (+2.08%)
NIO   5.67 (+4.42%)
AMD   190.45 (+7.88%)
BABA   74.06 (-0.71%)
T   16.99 (+0.18%)
F   12.40 (+0.81%)
MU   89.85 (+0.16%)
CGC   3.27 (-2.68%)
GE   156.02 (+0.26%)
DIS   111.23 (+0.39%)
AMC   4.29 (-14.03%)
PFE   26.77 (-1.00%)
PYPL   60.23 (-0.03%)
XOM   104.55 (+0.22%)

OptimizeRx (OPRX) Institutional Ownership

$15.92
+0.31 (+1.99%)
(As of 02:32 PM ET)

Institutional Ownership Changes (13F Filings) for OptimizeRx (NASDAQ:OPRX)

Current
Institutional Ownership
Percentage
77.82%
Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$52.71 M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$60.42 M
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Skip Chart & View Institutional Buying and Selling Data

OPRX Institutional Buying and Selling by Quarter


OptimizeRx Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/20/2024Quarry LP3,735$53K0.0%-52.9%0.021%
2/15/2024Barclays PLC22,170$0.32M0.0%+688.1%0.122%
2/15/2024Vanguard Group Inc.1,021,002$14.61M0.0%+2.9%5.625%
2/15/2024Nuveen Asset Management LLC44,035$0.63M0.0%+25.2%0.243%
2/15/2024Occudo Quantitative Strategies LP19,967$0.29M0.0%N/A0.110%
2/15/2024G2 Investment Partners Management LLC468,120$6.70M2.0%+26.0%2.579%
2/15/2024Bridgeway Capital Management LLC124,700$1.78M0.0%+48.3%0.687%
2/15/2024Brevan Howard Capital Management LP19,626$0.28M0.0%+25.6%0.108%
2/14/2024Royal Bank of Canada29,298$0.42M0.0%+6.4%0.161%
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%
2/14/2024Point72 Asset Management L.P.77,520$1.11M0.0%N/A0.427%
2/14/2024Verition Fund Management LLC11,726$0.17M0.0%N/A0.065%
2/13/2024Northern Trust Corp158,407$2.27M0.0%+3.4%0.873%
2/13/2024Tower Research Capital LLC TRC 6,765$97K0.0%+407.5%0.037%
2/13/2024Goldman Sachs Group Inc.13,366$0.19M0.0%-69.9%0.074%
2/13/2024California State Teachers Retirement System2,661$38K0.0%-27.5%0.015%
2/12/2024Millrace Asset Group Inc.133,936$1.92M1.9%N/A0.738%
2/9/2024Hillsdale Investment Management Inc.15,700$0.23M0.0%N/A0.087%
2/9/2024UBS Group AG14,826$0.21M0.0%+72.3%0.082%
2/7/2024Dimensional Fund Advisors LP256,431$3.67M0.0%-2.7%1.413%
2/7/2024BNP Paribas Financial Markets7,276$0.10M0.0%-30.0%0.040%
2/5/2024Victory Capital Management Inc.58,707$0.84M0.0%-16.9%0.323%
2/1/2024Cetera Trust Company N.A5,400$77K0.0%N/A0.030%
1/31/2024Federated Hermes Inc.182,985$2.62M0.0%-47.3%1.008%
1/25/2024Nisa Investment Advisors LLC2,142$31K0.0%+215.0%0.012%
1/22/2024Perkins Capital Management Inc.105,463$1.51M1.3%+3.5%0.581%
12/18/2023Vanguard Group Inc.992,586$7.72M0.0%+11.5%5.469%
12/6/2023Citigroup Inc.6,189$48K0.0%-45.0%0.034%
11/22/2023Connors Investor Services Inc.22,500$0.18M0.0%+21.6%0.124%
11/16/2023Tudor Investment Corp Et Al24,906$0.19M0.0%-42.4%0.150%
11/15/2023GSA Capital Partners LLP64,143$0.50M0.0%+2.9%0.385%
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%
11/15/2023AQR Capital Management LLC12,355$96K0.0%N/A0.074%
11/14/2023Quadrature Capital Ltd20,916$0.16M0.0%N/A0.126%
11/14/2023AWM Investment Company Inc.782,571$6.09M0.9%+75.8%4.703%
11/14/2023California State Teachers Retirement System3,671$29K0.0%-33.7%0.022%
11/13/2023Northern Trust Corp153,245$1.19M0.0%-1.9%0.921%
11/13/2023Federated Hermes Inc.347,328$2.70M0.0%-26.5%2.088%
11/9/2023Citigroup Inc.6,189$48K0.0%-45.0%0.037%
11/9/2023Blair William & Co. IL836,498$6.51M0.0%-1.1%5.027%
11/8/2023L2 Asset Management LLC12,170$95K0.1%N/A0.073%
11/7/2023Quantbot Technologies LP6,303$49K0.0%N/A0.038%
11/7/2023Jump Financial LLC13,032$0.10M0.0%N/A0.078%
11/6/2023Los Angeles Capital Management LLC29,782$0.23M0.0%+22.8%0.179%
11/2/2023Rice 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%
10/26/2023Mirae Asset Global Investments Co. Ltd.42,520$0.33M0.0%-6.0%0.256%
10/26/2023Strs Ohio21,500$0.17M0.0%+48.3%0.129%
10/24/2023Bank of New York Mellon Corp105,085$0.82M0.0%-1.9%0.632%
10/18/2023Greenwood Capital Associates LLC34,430$0.27M0.0%-29.0%0.207%
9/21/2023Barclays PLC3,305$47K0.0%-60.9%0.020%
9/1/2023Portside Wealth Group LLC115,605$1.65M0.1%N/A0.695%
8/21/2023Osaic Holdings Inc.4,080$58K0.0%-46.3%0.025%
8/15/2023Alliancebernstein L.P.25,700$0.37M0.0%+10.6%0.150%
8/15/2023Wells Fargo & Company MN9,946$0.14M0.0%+59.6%0.058%
8/15/2023Goldman Sachs Group Inc.71,755$1.03M0.0%-15.7%0.419%
8/15/2023Connors Investor Services Inc.18,500$0.26M0.0%+19.4%0.108%
8/15/2023Point72 Asset Management L.P.461,716$6.60M0.0%-3.0%2.695%
8/14/2023State of Wyoming5,760$82K0.0%-31.9%0.034%
8/14/2023Marshall Wace LLP112,132$1.60M0.0%+28.4%0.655%
8/14/2023State of Wisconsin Investment Board43,400$0.62M0.0%+12.1%0.253%
8/14/2023State Street Corp492,071$7.03M0.0%+16.4%2.873%
8/11/2023AWM Investment Company Inc.445,268$6.36M0.9%+11.8%2.599%
8/11/2023Renaissance Technologies LLC63,500$0.91M0.0%-65.6%0.371%
8/11/2023Credit Suisse AG317,307$4.53M0.0%-1.0%1.852%
8/11/2023BlackRock Inc.1,110,357$15.87M0.0%+6.6%6.482%
8/11/2023Avenir Corp381,660$5.45M0.5%-7.9%2.228%
8/11/2023S Squared Technology LLC17,021$0.24M0.1%N/A0.099%
8/11/2023Geode Capital Management LLC335,653$4.80M0.0%+3.7%1.959%
8/11/2023JPMorgan Chase & Co.134,523$1.92M0.0%-4.6%0.785%
8/11/2023ExodusPoint Capital Management LP18,212$0.26M0.0%N/A0.106%
8/10/2023Osaic Holdings Inc.4,080$58K0.0%-46.3%0.024%
8/10/2023Mirae Asset Global Investments Co. Ltd.45,222$0.65M0.0%-2.1%0.264%
8/10/2023Russell Investments Group Ltd.6,184$88K0.0%-89.6%0.036%
8/10/2023Citigroup Inc.11,259$0.16M0.0%+80.5%0.066%
8/9/2023Dimensional Fund Advisors LP260,924$3.73M0.0%+44.9%1.523%
8/9/2023BNP Paribas Arbitrage SNC4,322$62K0.0%-34.4%0.025%
8/8/2023Wasatch Advisors LP458,641$6.55M0.0%-2.3%2.677%
8/7/2023Acadian Asset Management LLC2,799$39K0.0%N/A0.016%
8/3/2023Barclays PLC3,305$47K0.0%-60.9%0.019%
8/3/2023Bank of New York Mellon Corp107,137$1.53M0.0%-9.2%0.625%
8/3/2023Premier Fund Managers Ltd35,415$0.50M0.0%N/A0.207%
8/1/2023Kornitzer Capital Management Inc. KS225,489$3.22M0.1%-36.1%1.316%
8/1/2023Portside Wealth Group LLC115,605$1.65M0.0%N/A0.675%
7/31/2023Strs Ohio14,500$0.21M0.0%+126.6%0.085%
7/27/2023Victory Capital Management Inc.70,618$1.01M0.0%-25.7%0.412%
7/24/2023Rice Hall James & Associates LLC392,994$5.62M0.3%+8.2%2.294%
5/18/2023JPMorgan Chase & Co.140,978$2.06M0.0%-1.5%0.823%
5/16/2023Jane Street Group LLC126,652$1.85M0.0%+838.2%0.740%
5/16/2023State Street Corp422,902$6.19M0.0%-39.7%2.470%
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%
5/16/2023Geode Capital Management LLC323,590$4.73M0.0%+2.5%1.890%
5/16/2023Arrowstreet Capital Limited Partnership24,085$0.35M0.0%N/A0.141%
5/16/2023Balyasny Asset Management L.P.11,462$0.17M0.0%N/A0.067%
5/15/2023Cubist Systematic Strategies LLC94,022$1.38M0.0%+35.4%0.549%
5/15/2023Two Sigma Advisers LP191,500$2.80M0.0%-2.8%1.119%
5/15/2023Two Sigma Investments LP109,979$1.61M0.0%-13.4%0.642%
(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, 149 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), BlackRock Inc. ($15.87M), Vanguard Group Inc. ($14.61M), Driehaus Capital Management LLC ($13.96M), and Granite Investment Partners LLC ($10.92M).Learn more on OPRX's institutional investors.

What percentage of OptimizeRx stock is owned by institutional investors?

77.82% 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 125 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 ($0.70M), Kennedy Capital Management LLC ($0.56M), AWM Investment Company Inc. ($0.38M), Rice Hall James & Associates LLC ($0.36M), Kornitzer Capital Management Inc. KS ($0.35M), Wasatch Advisors LP ($0.28M), and Two Sigma Advisers LP ($0.24M).

How much institutional buying is happening at OptimizeRx?

Institutional investors have bought a total of 8,206,305 shares in the last 24 months. This purchase volume represents approximately $156.67M in transactions.

Which OptimizeRx major shareholders have been selling company stock?

Of the 71 institutional investors that sold OptimizeRx stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: BlackRock Inc. ($1.67M), First Light Asset Management LLC ($0.76M), Handelsbanken Fonder AB ($0.33M), Avenir Corp ($0.33M), Federated Hermes Inc. ($0.29M), State Street Corp ($0.28M), and Millennium Management LLC ($0.26M).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 6,268,059 shares in the last 24 months. This volume of shares sold represents approximately $101.84M in transactions.


This page (NASDAQ:OPRX) was last updated on 2/29/2024 by MarketBeat.com Staff