Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Option Care Health Inc (OPCH)

367 + Investors. Track Smart Money conviction in OPCH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — OPCH

Based on 369 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OPCH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
369 hedge funds hold OPCH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OPCH is almost the same as a year ago (-12 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 52% buying

202 buying187 selling
Last quarter: 202 funds bought or added vs 187 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~66 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 52 → 66 → 67 → 66. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 23% medium ■ 23% new
200 out of 369 hedge funds have held OPCH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +0%, value -17%

Value
-17%
Shares
+0%
Last quarter: funds added +0% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

88 → 52 → 66 → 67 → 66 new funds/Q
New funds entering each quarter: 52 → 66 → 67 → 66. A growing number of institutions are discovering OPCH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 378 holders: 224 (59%) are 2+ year veterans, 48 entered 1–2 years ago, and 106 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
57 of 365 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in OPCH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OPCH

In 2026 Q1, 202 hedge funds were net buyers of OPCH (66 opened a new position, 136 added to an existing one), while 187 reduced or exited (129 trimmed, 58 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 44% of total institutional value in OPCH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 369.

Hedge Fund Ownership: OPCH

How many hedge funds hold OPCH — quarterly history vs. share price
Quarterly hedge fund ownership of OPCH vs. share price

Market Analysis: OPCH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OPCH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Option Care Health Inc (OPCH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OPCH has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
OPCH
-19.9%
XLV
+4.5%

OPCH outperformed XLV by -24.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
OPCH
+10.5%
XLV
+5.6%

Since the filing became public, OPCH outperformed XLV by +4.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: OPCH
367 + Investors

Track Smart Money conviction in OPCH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 367 361 1.66%
13F Shares 166M 166M 0.19%
Total Value $4.30B $5.21B -17.29%
New Positions 64 67 -3
Increased Positions 130 120 +10
Closed Positions 58 77 -19
Reduced Positions 127 138 -11
Total Calls 8 8 -
Total Puts 5 5 -
PUT/CALL Ratio 0.62 0.62 Bullish

Statistics: OPCH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

367 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OPCH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OPCH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Teca Partners, LP 12.83% 691,098 $18.6M
2 Directional Asset Management 7.73% 314,150 $8.5M
3 Durable Capital Partners LP 2.49% 8,991,254 $242.0M
4 Summit Creek Advisors LLC 2.46% 444,577 $12.0M
5 Villere St Denis J & Co LLC 2.38% 801,040 $21.6M
6 Arvin Capital Management LP 2.30% 699,458 $18.8M
7 Southpoint Capital Advisors LP 1.99% 3,600,000 $96.9M
8 Expect Equity LLC 1.98% 76,661 $2.1M
9 Sovereign's Capital Management, LLC 1.70% 85,829 $2.3M
10 Compass Wealth Management LLC 1.56% 234,498 $6.3M
11 Park West Asset Management LLC 0.97% 423,554 $11.4M
12 Phocas Financial Corp. 0.88% 208,974 $5.6M
13 Geneva Capital Management LLC 0.84% 1,474,121 $39.7M
14 Live Oak Investment Partners 0.77% 48,631 $1.3M
15 Riverbridge Partners LLC 0.65% 984,360 $26.5M
16 Fuller & Thaler Asset Management, INC. 0.65% 7,125,280 $191.8M
17 Leeward Investments, LLC - MA 0.63% 475,177 $12.8M
18 Taproot Management LP 0.47% 92,711 $2.5M
19 Game Creek Capital, LP 0.40% 45,000 $1.2M
20 Adalta Capital Management LLC 0.39% 30,405 $819K
21 Twinbeech Capital LP 0.37% 132,542 $3.6M
22 Isthmus Partners, LLC 0.33% 117,913 $3.2M
23 Fideuram Asset Management (Ireland) dac 0.28% 63,013 $2.2M
24 Gilder Gagnon Howe & Co LLC 0.26% 801,142 $21.6M
25 Freestone Grove Partners LP 0.24% 1,239,573 $33.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Option Care Health Inc (OPCH)

What does the Smart Money Trend signal show for OPCH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OPCH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OPCH?

Slight buying edge — 52% buying: Last quarter: 202 funds bought or added vs 187 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OPCH holders?

Elite ownership — 44% AUM from top-100 funds: 57 of 365 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in OPCH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OPCH?

54% of holders stayed for 2+ years: 200 out of 369 hedge funds have held OPCH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Option Care Health Inc (OPCH) following the 2026 Q1 hedge fund 13F filings?

As of today, OPCH has moved +10.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.6% for the XLV sector ETF — an outperformance of +4.9%. Since the quarter end (March 31, 2026), OPCH has gained -19.9% vs +4.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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