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OPCH in the 13F filings

Option Care Health Inc · CUSIP 68404L201

Sector · Health care services and research
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
30 Sep 2024
the date the book describes
Filed
10 Feb 2025
latest of these filings; the earliest 12 Nov 2024
Managers listing it
9
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 7 listed it in both
Shares listed
19,414,926
combined, among listed positions
Reported value
$608m
combined, at the quarter end

Among the 94 comparable managers: 5 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing OPCH in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

9 of 9 holders

ActionFiling
Wellington Management Group LLP9,924,915$311m0.05%Added+1,328,32614 Nov 2024 (the filing on sec.gov)
MFS Investment Management2,518,923$79munder 0.1%Added+63,95512 Nov 2024 (the filing on sec.gov)
Durable Capital Partners LP2,396,385$75m0.55%Newnew14 Nov 2024 (the filing on sec.gov)
Holocene Advisors LP1,906,723$60m0.24%Trimmed-505,01114 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP1,380,077$43m0.11%Newnew14 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP820,949$26munder 0.1%Trimmed-169,15514 Nov 2024 (the filing on sec.gov)
First Eagle Investment Management LLC231,037$7.2munder 0.1%Added+16,50012 Nov 2024 (the filing on sec.gov)
Polen Capital Management LLC144,294$4.5munder 0.1%Trimmed-9,24710 Feb 2025 (the filing on sec.gov)
GAMCO Investors Inc91,623$2.9munder 0.1%Trimmed-1,38814 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
9 in Q3 2024 to 7 in Q2 2026

Tracked managers listing it, at least.

0510152020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
OPCH by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20201$1.7mn.a.n.a.
Q2 20202$7.0mn.a.n.a.
Q3 20201$9.8mn.a.n.a.
Q4 20206$28mn.a.n.a.
Q1 20215$26mn.a.n.a.
Q2 20214$38mn.a.n.a.
Q3 20217$302mn.a.n.a.
Q4 20217$897mn.a.n.a.
Q1 202210$967mn.a.n.a.
Q2 20228$996mn.a.n.a.
Q3 20229$782mn.a.n.a.
Q4 20227$658mn.a.n.a.
Q1 202311$984mn.a.n.a.
Q2 202314$719mn.a.n.a.
Q3 202313$694mn.a.n.a.
Q4 202311$562m94
Q1 20248$503m36
Q2 20248$419m71
Q3 20249$608m54
Q4 20248$557m64
Q1 202511$914m66
Q2 20259$936m73
Q3 20258$748m62
Q4 20255$844m1322
Q1 20266$724m1513
Q2 20267$519m1717

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

OPCH and UNH →OPCH and ELV →OPCH and CI →Choose a stock to compare with OPCH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own OPCH, latest filings →Back to the 13F Explorer →