OPRX NASDAQ
OptimizeRx Corporation
1W: -4.6%
1M: -27.4%
3M: -39.8%
YTD: -60.2%
1Y: -58.7%
3Y: -60.4%
5Y: -88.9%
$4.94
+0.00 (+0.00%)
Weekly Expected Move ±13.2%
$4
$5
$5
$6
$7
Overview
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Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
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Analysis
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Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — OPRX
153
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
$635M
Total Invested
24
New Positions
44
Increased
68
Reduced
43
Closed
0.33
Put/Call Ratio
Ownership Trends
Top Institutional Holders (186 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Whetstone Capital Advisors, LLC | 1,508,303 | $$7M | — | +0.0% | 5Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 1,370,898 | $$7M | — | +0.0% | 1Q | SEC ↗ |
| 3 | BlackRock, Inc. | 1,163,501 | $$6M | -31,210 | -2.6% | 7Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 1,136,933 | $$6M | +77,824 | +7.3% | 12Q | SEC ↗ |
| 5 | ROYCE & ASSOCIATES LP | 888,030 | $$4M | +206,000 | +30.2% | 6Q | SEC ↗ |
| 6 | Parkman Healthcare Partners LLC | 729,369 | $$4M | +190,720 | +35.4% | 5Q | SEC ↗ |
| 7 | KENNEDY CAPITAL MANAGEMENT LLC | 656,258 | $$3M | -17,662 | -2.6% | 11Q | SEC ↗ |
| 8 | BLAIR WILLIAM & CO/IL | 614,992 | $$3M | +32,407 | +5.6% | 13Q | SEC ↗ |
| 9 | RICE HALL JAMES & ASSOCIATES, LLC | 601,921 | $$3M | +11,247 | +1.9% | 13Q | SEC ↗ |
| 10 | DIMENSIONAL FUND ADVISORS LP | 563,570 | $$3M | +102,661 | +22.3% | 13Q | SEC ↗ |
| 11 | STATE STREET CORP | 477,780 | $$2M | +249 | +0.1% | 13Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 392,129 | $$2M | -4,339 | -1.1% | 13Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 358,443 | $$2M | +104,415 | +41.1% | 13Q | SEC ↗ |
| 14 | SEGALL BRYANT & HAMILL, LLC NEW | 331,161 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 331,037 | $$2M | — | +0.0% | 1Q | SEC ↗ |
| 16 | AWM Investment Company, Inc. | 230,421 | $$1M | — | +0.0% | 12Q | SEC ↗ |
| 17 | Bullseye Asset Management LLC | 226,527 | $$1M | +20,000 | +9.7% | 13Q | SEC ↗ |
| 18 | RENAISSANCE TECHNOLOGIES LLC | 216,856 | $$1M | +187,278 | +633.2% | 4Q | SEC ↗ |
| 19 | AQR CAPITAL MANAGEMENT LLC | 214,954 | $$1M | +200,440 | +1381.0% | 3Q | SEC ↗ |
| 20 | Squarepoint Ops LLC | 177,571 | $$877K | -29,390 | -14.2% | 3Q | SEC ↗ |
| 21 | MORGAN STANLEY | 164,592 | $$813K | -17,686 | -9.7% | 12Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 155,388 | $$768K | -1,539 | -1.0% | 13Q | SEC ↗ |
| 23 | Trexquant Investment LP NEW | 136,874 | $$676K | — | +0.0% | 1Q | SEC ↗ |
| 24 | LPL Financial LLC | 129,608 | $$640K | +102,910 | +385.5% | 4Q | SEC ↗ |
| 25 | Russell Investments Group, Ltd. | 125,493 | $$620K | -163,567 | -56.6% | 10Q | SEC ↗ |
| 26 | Qube Research & Technologies Ltd | 120,943 | $$597K | +61,782 | +104.4% | 3Q | SEC ↗ |
| 27 | D. E. Shaw & Co., Inc. | 112,867 | $$558K | -208,184 | -64.8% | 12Q | SEC ↗ |
| 28 | VANGUARD FIDUCIARY TRUST CO NEW | 111,129 | $$549K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 102,374 | $$506K | -11,884 | -10.4% | 13Q | SEC ↗ |
| 30 | SEI INVESTMENTS CO | 98,633 | $$487K | +44,844 | +83.4% | 2Q | SEC ↗ |
| 31 | P.A.W. CAPITAL CORP | 90,000 | $$445K | +35,000 | +63.6% | 4Q | SEC ↗ |
| 32 | CREDIT AGRICOLE S A | 89,200 | $$441K | — | +0.0% | 2Q | SEC ↗ |
| 33 | Vanguard Global Advisers, LLC NEW | 85,400 | $$422K | — | +0.0% | 1Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 83,163 | $$411K | +749 | +0.9% | 4Q | SEC ↗ |
| 35 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 82,072 | $$405K | +754 | +0.9% | 13Q | SEC ↗ |
| 36 | UBS Group AG | 79,261 | $$392K | +44,301 | +126.7% | 13Q | SEC ↗ |
| 37 | AVENIR CORP | 77,260 | $$382K | — | +0.0% | 13Q | SEC ↗ |
| 38 | Schonfeld Strategic Advisors LLC | 74,761 | $$369K | -23,409 | -23.8% | 5Q | SEC ↗ |
| 39 | FMR LLC | 69,448 | $$343K | +63,857 | +1142.1% | 13Q | SEC ↗ |
| 40 | STATE OF WISCONSIN INVESTMENT BOARD | 68,494 | $$338K | +15,400 | +29.0% | 3Q | SEC ↗ |
| 41 | PRINCIPAL FINANCIAL GROUP INC | 63,790 | $$315K | +36,259 | +131.7% | 3Q | SEC ↗ |
| 42 | GWN SECURITIES INC. | 54,850 | $$271K | +32,492 | +145.3% | 2Q | SEC ↗ |
| 43 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 54,029 | $$267K | -15,000 | -21.7% | 11Q | SEC ↗ |
| 44 | Manatuck Hill Partners, LLC | 50,000 | $$247K | -372,107 | -88.2% | 6Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 49,022 | $$242K | +31,518 | +180.1% | 5Q | SEC ↗ |
| 46 | TWO SIGMA INVESTMENTS, LP | 46,181 | $$228K | -17,523 | -27.5% | 4Q | SEC ↗ |
| 47 | BANK OF AMERICA CORP /DE | 43,819 | $$216K | +1,243 | +2.9% | 13Q | SEC ↗ |
| 48 | MILLENNIUM MANAGEMENT LLC NEW | 43,669 | $$216K | — | +0.0% | 1Q | SEC ↗ |
| 49 | PRUDENTIAL FINANCIAL INC | 42,705 | $$211K | +11,210 | +35.6% | 3Q | SEC ↗ |
| 50 | Integrated Quantitative Investments LL NEW | 40,723 | $$201K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 1,370,898 | $$7M |
| SEGALL BRYANT & HAMILL, LLC | 331,161 | $$2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 331,037 | $$2M |
| Trexquant Investment LP | 136,874 | $$676K |
| VANGUARD FIDUCIARY TRUST CO | 111,129 | $$549K |
| Vanguard Global Advisers, LLC | 85,400 | $$422K |
| MILLENNIUM MANAGEMENT LLC | 43,669 | $$216K |
| Integrated Quantitative Investments | 40,723 | $$201K |
| OXFORD ASSET MANAGEMENT LLP | 39,024 | $$193K |
| Cetera Investment Advisers | 27,544 | $$136K |
| Centiva Capital, LP | 26,573 | $$131K |
| XTX Topco Ltd | 18,423 | $$91K |
| Integrated Wealth Concepts LLC | 14,061 | $$69K |
| CANADA PENSION PLAN INVESTMENT BOAR | 13,900 | $$69K |
| HSBC HOLDINGS PLC | 13,286 | $$66K |
| Virtu Financial LLC | 11,827 | $$58K |
| Aaron Wealth Advisors LLC | 10,588 | $$52K |
| McAdam, LLC | 10,439 | $$52K |
| ACADIAN ASSET MANAGEMENT LLC | 8,478 | $$42K |
| Advisory Services Network, LLC | 326 | $$2K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NEXT CENTURY GROWTH INVESTORS LLC | 505,407 | $$2M |
| G2 Investment Partners Management L | 310,000 | $$2M |
| Invesco Ltd. | 199,091 | $$984K |
| Harvest Investment Services, LLC | 167,837 | $$829K |
| BALYASNY ASSET MANAGEMENT L.P. | 156,338 | $$772K |
| Granahan Investment Management, LLC | 117,122 | $$579K |
| TANG CAPITAL MANAGEMENT LLC | 100,000 | $$494K |
| Calamos Advisors LLC | 97,118 | $$480K |
| Inspire Investing, LLC | 95,880 | $$474K |
| JANE STREET GROUP, LLC | 87,481 | $$432K |
| Informed Momentum Co LLC | 77,087 | $$381K |
| BOOTHBAY FUND MANAGEMENT, LLC | 73,488 | $$363K |
| JANUS HENDERSON GROUP PLC | 65,619 | $$324K |
| Massar Capital Management, LP | 44,000 | $$217K |
| Diametric Capital, LP | 33,263 | $$164K |
| Connor, Clark & Lunn Investment Man | 30,944 | $$153K |
| AMERIPRISE FINANCIAL INC | 25,351 | $$125K |
| CenterBook Partners LP | 25,224 | $$125K |
| Walleye Capital LLC | 25,108 | $$124K |
| HARBOR CAPITAL ADVISORS, INC. | 24,876 | $$123K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYCE & ASSOCIATES LP | +206,000 | +30.2% | 888,030 |
| AQR CAPITAL MANAGEMENT LLC | +200,440 | +1381.0% | 214,954 |
| Parkman Healthcare Partners LLC | +190,720 | +35.4% | 729,369 |
| RENAISSANCE TECHNOLOGIES LLC | +187,278 | +633.2% | 216,856 |
| GOLDMAN SACHS GROUP INC | +104,415 | +41.1% | 358,443 |
| LPL Financial LLC | +102,910 | +385.5% | 129,608 |
| DIMENSIONAL FUND ADVISORS LP | +102,661 | +22.3% | 563,570 |
| VANGUARD GROUP INC | +77,824 | +7.3% | 1,136,933 |
| FMR LLC | +63,857 | +1142.1% | 69,448 |
| Qube Research & Technologies Ltd | +61,782 | +104.4% | 120,943 |
| SEI INVESTMENTS CO | +44,844 | +83.4% | 98,633 |
| UBS Group AG | +44,301 | +126.7% | 79,261 |
| PRINCIPAL FINANCIAL GROUP INC | +36,259 | +131.7% | 63,790 |
| P.A.W. CAPITAL CORP | +35,000 | +63.6% | 90,000 |
| GWN SECURITIES INC. | +32,492 | +145.3% | 54,850 |
| BLAIR WILLIAM & CO/IL | +32,407 | +5.6% | 614,992 |
| Quantinno Capital Management LP | +31,518 | +180.1% | 49,022 |
| State of Wyoming | +24,716 | +234.6% | 35,251 |
| Bullseye Asset Management LLC | +20,000 | +9.7% | 226,527 |
| Campbell & CO Investment Adviser LL | +19,952 | +154.6% | 32,860 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Manatuck Hill Partners, LLC | -372,107 | -88.2% | 50,000 |
| D. E. Shaw & Co., Inc. | -208,184 | -64.8% | 112,867 |
| Russell Investments Group, Ltd. | -163,567 | -56.6% | 125,493 |
| CITADEL ADVISORS LLC | -96,815 | -89.0% | 11,976 |
| BlackRock, Inc. | -31,210 | -2.6% | 1,163,501 |
| Squarepoint Ops LLC | -29,390 | -14.2% | 177,571 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -28,711 | -64.4% | 15,866 |
| Schonfeld Strategic Advisors LLC | -23,409 | -23.8% | 74,761 |
| BARCLAYS PLC | -22,851 | -83.3% | 4,590 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -18,368 | -61.8% | 11,373 |
| MORGAN STANLEY | -17,686 | -9.7% | 164,592 |
| KENNEDY CAPITAL MANAGEMENT LLC | -17,662 | -2.6% | 656,258 |
| TWO SIGMA INVESTMENTS, LP | -17,523 | -27.5% | 46,181 |
| MARSHALL WACE, LLP | -15,582 | -44.0% | 19,825 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | -15,000 | -21.7% | 54,029 |
| Bank of New York Mellon Corp | -11,884 | -10.4% | 102,374 |
| RHUMBLINE ADVISERS | -7,253 | -26.4% | 20,198 |
| GROUP ONE TRADING LLC | -6,767 | -84.1% | 1,284 |
| GEODE CAPITAL MANAGEMENT, LLC | -4,339 | -1.1% | 392,129 |
| Engineers Gate Manager LP | -2,160 | -11.6% | 16,474 |