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OptimizeRx (OPRX) Institutional Ownership

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$12.69
-0.16 (-1.25%)
(As of 05/17/2024 08:54 PM 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)
29
Total
Institutional Inflows
(last 12 months)
$21.17M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$23.79M
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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
5/16/2024 AWM Investment Company Inc.853,042$10.36M1.4%+4.0%4.692%
5/16/2024 Kennedy Capital Management LLC319,799$3.89M0.1%-34.8%1.759%
5/15/2024 First Light Asset Management LLC1,737,584$21.11M1.6%+0.6%9.558%
5/11/2024 Hillsdale Investment Management Inc.10,700$130K0.0%-31.8%0.059%
5/10/2024 Connors Investor Services Inc.16,607$202K0.0%-32.2%0.091%
5/10/2024 Acadian Asset Management LLC24,562$297K0.0%-45.3%0.135%
5/10/2024 Vanguard 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%
2/20/2024 Quarry LP3,735$53K0.0%-52.9%0.021%
2/15/2024 G2 Investment Partners Management LLC468,120$6.70M2.0%+26.0%2.579%
2/14/2024 First Light Asset Management LLC1,727,298$24.72M2.0%-30.5%9.517%
2/14/2024 Avenir Corp88,260$1.26M0.1%-71.3%0.486%
2/13/2024 Tower Research Capital LLC TRC6,765$97K0.0%+407.5%0.037%
2/12/2024 Millrace Asset Group Inc.133,936$1.92M1.9%N/A0.738%
2/9/2024 Hillsdale 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%
1/31/2024 Federated 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%
12/6/2023 Citigroup Inc.6,189$48K0.0%-45.0%0.034%
11/22/2023 Connors Investor Services Inc.22,500$175K0.0%+21.6%0.124%
11/15/2023 Kennedy Capital Management LLC555,675$4.32M0.1%N/A3.339%
11/15/2023 Avenir Corp307,549$2.39M0.2%-19.4%1.848%
11/14/2023 Quadrature Capital Ltd20,916$162K0.0%N/A0.126%
11/14/2023 AWM Investment Company Inc.782,571$6.09M0.9%+75.8%4.703%
11/13/2023 Federated 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%
11/8/2023 L2 Asset Management LLC12,170$95K0.1%N/A0.073%
11/7/2023 Quantbot Technologies LP6,303$49K0.0%N/A0.038%
11/7/2023 Jump 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%
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10/26/2023 Strs 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%
9/21/2023 Barclays PLC3,305$47K0.0%-60.9%0.020%
9/1/2023 Portside Wealth Group LLC115,605$1.65M0.1%N/A0.695%
8/11/2023 AWM Investment Company Inc.445,268$6.36M0.9%+11.8%2.599%
8/11/2023 Avenir Corp381,660$5.45M0.5%-7.9%2.228%
8/11/2023 S 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%
8/7/2023 Acadian Asset Management LLC2,799$39K0.0%N/A0.016%
8/3/2023 Premier 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%
7/31/2023 Strs 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%
5/16/2023 First Light Asset Management LLC1,010,931$14.79M1.3%+179.8%5.905%
5/16/2023 G2 Investment Partners Management LLC536,409$7.85M2.2%-29.9%3.133%
5/12/2023 Mirabella Financial Services LLP13,539$198K0.0%N/A0.079%
5/12/2023 HRT 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%
5/10/2023 Credit 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%
5/8/2023 Federated 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%
5/3/2023 Jump 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%
2/15/2023 First 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%
2/10/2023 Summit Creek Advisors LLC193,224$3.25M0.4%-33.1%1.127%
2/10/2023 HRT 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%
2/8/2023 Thrivent 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%
2/7/2023 Handelsbanken 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%
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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%
1/26/2023 Comerica Bank10,355$193K0.0%-25.4%0.060%
1/26/2023 Strs 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%
11/16/2022 Avenir 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%
(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, 79 institutional investors and hedge funds held shares of OptimizeRx. The most heavily invested institutionals were First Light Asset Management LLC ($21.11M), Artisan Partners Limited Partnership ($19.34M), Driehaus Capital Management LLC ($13.96M), Vanguard Group Inc. ($12.48M), Granite Investment Partners LLC ($10.92M), AWM Investment Company Inc. ($10.36M), 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 58 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 ($693.43K), Kennedy Capital Management LLC ($555.68K), AWM Investment Company Inc. ($417.33K), Rice Hall James & Associates LLC ($413.14K), 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 4,814,478 shares in the last 24 months. This purchase volume represents approximately $73.72M in transactions.

Which OptimizeRx major shareholders have been selling company stock?

Of the 39 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), Avenir Corp ($328.68K), Handelsbanken Fonder AB ($314.50K), Federated Hermes Inc. ($289.44K), G2 Investment Partners Management LLC ($228.47K), Kennedy Capital Management LLC ($170.89K), and New York State Common Retirement Fund ($144.80K).

How much institutional selling is happening at OptimizeRx?

Institutional investors have sold a total of 3,125,796 shares in the last 24 months. This volume of shares sold represents approximately $48.89M in transactions.


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This page (NASDAQ:OPRX) was last updated on 5/20/2024 by MarketBeat.com Staff

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