- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 12 Aug 2025
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 11
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 5 listed it in both
- Shares listed
- 26,141,179
- combined, among listed positions
- Reported value
- $914m
- combined, at the quarter end
Among the 95 comparable managers: 6 buyers (opened or added shares) and 6 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 Q1 2025
11 of 11 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 16,388,762 | $573m | 0.11% | Trimmed | -1,936,361 | 13 May 2025 (the filing on sec.gov) |
| Durable Capital Partners LP | 3,516,589 | $123m | 1.10% | New | new | 15 May 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 1,632,115 | $57m | under 0.1% | Added | n.a. | 14 May 2025 (the filing on sec.gov) |
| MFS Investment Management | 1,271,662 | $44m | under 0.1% | Trimmed | -1,146,436 | 2 May 2025 (the filing on sec.gov) |
| Renaissance Technologies LLC | 1,151,146 | $40m | 0.06% | Added | n.a. | 14 May 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 718,330 | $25m | 0.26% | Trimmed | -35,421 | 15 May 2025 (the filing on sec.gov) |
| Point72 Asset Management LP | 621,288 | $22m | under 0.1% | New | new | 21 Jul 2025 (the filing on sec.gov) |
| Tudor Investment Corp | 461,602 | $16m | 0.05% | Added | n.a. | 15 May 2025 (the filing on sec.gov) |
| Winton Group Ltd | 212,500 | $7.4m | 0.45% | New | new | 15 May 2025 (the filing on sec.gov) |
| GAMCO Investors Inc | 91,655 | $3.2m | under 0.1% | Trimmed | -17,302 | 14 May 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 75,530 | $2.6m | 0.08% | Trimmed | -28,091 | 13 May 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Durable Capital Partners LPnew position · 3,516,589 shares now+3,516,589
- Point72 Asset Management LPnew position · 621,288 shares now+621,288
- Winton Group Ltdnew position · 212,500 shares now+212,500
Reductions
- Wellington Management Group LLPexisting position · 16,388,762 shares now-1,936,361
- MFS Investment Managementexisting position · 1,271,662 shares now-1,146,436
- Freestone Grove Partners LPexisting position · 718,330 shares now-35,421
- Quantbot Technologies LPexisting position · 75,530 shares now-28,091
- GAMCO Investors Incexisting position · 91,655 shares now-17,302
New positions and exits
New (3)
Exited (1)
- Moore Capital Management LPwas $903k
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 →