Which hedge funds own OPCH? OPTION CARE HEALTH INC, Q2 2026 13F holders
52 tracked hedge funds disclosed a position in OPCH (OPTION CARE HEALTH INC) in their Q2 2026 13F filings, worth $511.4m in total. The largest holder by portfolio weight is Gumshoe Capital Management LLC at 14.0% of its book. 23 opened a new position this quarter: Gumshoe Capital Management LLC, Prosight Management, LP, Militia Capital Management LLC, Numerai GP LLC. 11 exited: Arvin Capital Management LP, Southpoint Capital Advisors LP, Duquesne Family Office LLC.
- 52
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 23
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 11
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $46.4m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $202m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $511m
- Combined value Sum of the holders' reported positions in the security.
- 4.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Arvin Capital Management LP | 4.4% | $18.8m |
| Southpoint Capital Advisors LP | 2.0% | $96.9m |
| Duquesne Family Office LLC | 1.7% | $50.3m |
| Park West Asset Management LLC | 1.0% | $11.4m |
| AlphaGrep UK Ltd | 0.1% | $504k |
| Mirabella Financial Services LLP | 0.03% | $278k |
| Renaissance Technologies LLC | 0.02% | $15.0m |
| Balyasny Asset Management L.P. | 0.01% | $5.7m |
| Marshall Wace, LLP | 0.0% | $2.5m |
| Voloridge Investment Management, LLC | 0.0% | $324k |
| Quarry LP | 0.0% | $2.3k |
Ownership over time
Who discovered OPCH first? Beta
| Ares Management LLC high conviction | Q4 2019 | +4.4 pts |
| Park West Asset Management LLC high conviction | Q2 2022 | +4.1 pts |
| Castle Hook Partners LP high conviction | Q4 2021 | +1.0 pts |
| Game Creek Capital, LP | Q3 2020 | +0.9 pts |
| Coliseum Capital Management, LLC | Q3 2019 | +0.6 pts |
| Sivik Global Healthcare LLC | Q3 2021 | +0.4 pts |
| Duquesne Family Office LLC | Q2 2023 | +0.1 pts |
| Pura Vida Investments, LLC | Q3 2020 | +0.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.