- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 10 Feb 2025
- Managers listing it
- 8
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 4 listed it in both
- Shares listed
- 24,028,418
- combined, among listed positions
- Reported value
- $557m
- combined, at the quarter end
Among the 94 comparable managers: 6 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 Q4 2024
8 of 8 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 18,325,123 | $425m | 0.08% | Added | +8,400,208 | 12 Feb 2025 (the filing on sec.gov) |
| MFS Investment Management | 2,418,098 | $56m | under 0.1% | Trimmed | -100,825 | 12 Feb 2025 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 1,182,225 | $27m | 0.10% | New | new | 14 Feb 2025 (the filing on sec.gov) |
| Marshall Wace LLP | 1,097,714 | $25m | under 0.1% | Added | +276,765 | 13 Feb 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 753,751 | $17m | 0.21% | Held | n.a. | 14 Feb 2025 (the filing on sec.gov) |
| GAMCO Investors Inc | 108,957 | $2.5m | under 0.1% | Added | +17,334 | 13 Feb 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 103,621 | $2.4m | 0.09% | New | new | 11 Feb 2025 (the filing on sec.gov) |
| Moore Capital Management LP | 38,929 | $903k | under 0.1% | New | new | 14 Feb 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 18,325,123 shares now+8,400,208
- Voloridge Investment Management LLCnew position · 1,182,225 shares now+1,182,225
- Marshall Wace LLPexisting position · 1,097,714 shares now+276,765
- Quantbot Technologies LPnew position · 103,621 shares now+103,621
- Moore Capital Management LPnew position · 38,929 shares now+38,929
Reductions
- MFS Investment Managementexisting position · 2,418,098 shares now-100,825
New positions and exits
New (3)
Exited (3)
- Durable Capital Partners LPwas $75m
- First Eagle Investment Management LLCwas $7.2m
- Polen Capital Management LLCwas $4.5m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2020 | 1 | $1.7m | n.a. | n.a. |
| Q2 2020 | 2 | $7.0m | n.a. | n.a. |
| Q3 2020 | 1 | $9.8m | n.a. | n.a. |
| Q4 2020 | 6 | $28m | n.a. | n.a. |
| Q1 2021 | 5 | $26m | n.a. | n.a. |
| Q2 2021 | 4 | $38m | n.a. | n.a. |
| Q3 2021 | 7 | $302m | n.a. | n.a. |
| Q4 2021 | 7 | $897m | n.a. | n.a. |
| Q1 2022 | 10 | $967m | n.a. | n.a. |
| Q2 2022 | 8 | $996m | n.a. | n.a. |
| Q3 2022 | 9 | $782m | n.a. | n.a. |
| Q4 2022 | 7 | $658m | n.a. | n.a. |
| Q1 2023 | 11 | $984m | n.a. | n.a. |
| Q2 2023 | 14 | $719m | n.a. | n.a. |
| Q3 2023 | 13 | $694m | n.a. | n.a. |
| Q4 2023 | 11 | $562m | 9 | 4 |
| Q1 2024 | 8 | $503m | 3 | 6 |
| Q2 2024 | 8 | $419m | 7 | 1 |
| Q3 2024 | 9 | $608m | 5 | 4 |
| Q4 2024 | 8 | $557m | 6 | 4 |
| Q1 2025 | 11 | $914m | 6 | 6 |
| Q2 2025 | 9 | $936m | 7 | 3 |
| Q3 2025 | 8 | $748m | 6 | 2 |
| Q4 2025 | 5 | $844m | 13 | 22 |
| Q1 2026 | 6 | $724m | 15 | 13 |
| Q2 2026 | 7 | $519m | 17 | 17 |
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 →