- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 13 Aug 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 7 listed it in both
- Shares listed
- 28,810,305
- combined, among listed positions
- Reported value
- $936m
- combined, at the quarter end
Among the 95 comparable managers: 7 buyers (opened or added shares) and 3 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 Q2 2025
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Wellington Management Group LLP | 13,332,168 | $433m | 0.08% | Trimmed | -3,056,594 | 14 Aug 2025 (the filing on sec.gov) |
| Durable Capital Partners LP | 8,237,577 | $268m | 2.03% | Added | +4,720,988 | 14 Aug 2025 (the filing on sec.gov) |
| Arrowstreet Capital LP | 3,410,394 | $111m | 0.08% | Added | +1,778,279 | 13 Aug 2025 (the filing on sec.gov) |
| Renaissance Technologies LLC | 1,252,846 | $41m | 0.05% | Added | +101,700 | 13 Aug 2025 (the filing on sec.gov) |
| Freestone Grove Partners LP | 1,156,164 | $38m | 0.28% | Added | +437,834 | 14 Aug 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 890,548 | $29m | 0.05% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 353,600 | $11m | under 0.1% | Added | n.a. | 14 Aug 2025 (the filing on sec.gov) |
| Quantbot Technologies LP | 90,078 | $2.9m | 0.08% | Added | +14,548 | 13 Aug 2025 (the filing on sec.gov) |
| GAMCO Investors Inc | 86,930 | $2.8m | under 0.1% | Trimmed | -4,725 | 13 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Durable Capital Partners LPexisting position · 8,237,577 shares now+4,720,988
- Arrowstreet Capital LPexisting position · 3,410,394 shares now+1,778,279
- Freestone Grove Partners LPexisting position · 1,156,164 shares now+437,834
- Renaissance Technologies LLCexisting position · 1,252,846 shares now+101,700
- Quantbot Technologies LPexisting position · 90,078 shares now+14,548
Reductions
- Wellington Management Group LLPexisting position · 13,332,168 shares now-3,056,594
- GAMCO Investors Incexisting position · 86,930 shares now-4,725
New positions and exits
New (0)
No new position among listed positions.
Exited (1)
- Winton Group Ltdwas $7.4m
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 →