Option Care Health, Inc. (OPCH): A Bull Case Theory
We came across a bullish thesis on Option Care Health, Inc. on Brian’s Substack by Brian Flasker. In this article, we will summarize the bulls’ thesis on OPCH.
Option Care Health Inc. (OPCH)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Durable Capital Partners Henry Ellenbogen | 8,237,577 | $267,556,501 | +135% | 2.03% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 3,410,394 | $110,769,597 | +109% | 0.08% |
| 3. | Park West Asset Management Peter S. Park | 1,492,304 | $48,470,034 | +42% | 3.67% |
| 4. | Millennium Management Israel Englander | 1,410,525 | $45,813,852 | +3% | 0.02% |
| 5. | Renaissance Technologies Jim Simons | 1,252,846 | $40,692,438 | +9% | 0.05% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.54 | 43,000 | $969,030.80 | 326,334 | 2024-11-08 | Filing | |
| $31.55 | 35,000 | $1,104,351.50 | 269,528 | 2024-02-26 | Filing | |
| $26.37 | 3,000 | $79,110.00 | 13,515 | 2023-10-30 | Filing | |
| $34.32 | 1,465 | $50,278.80 | 106,112 | 2023-08-17 | Filing | |
| $34.63 | 55,000 | $1,904,518.00 | 234,528 | 2023-08-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.26 | 30,996 | $1,030,843.27 | 44,974 | 2025-02-28 | Filing | |
| $32.37 | 1,465 | $47,420.73 | 36,126 | 2024-09-03 | Filing | |
| $30.95 | 23,217 | $718,501.14 | 247,317 | 2024-08-22 | Filing | |
| $31.09 | 47,531 | $1,477,529.65 | 21,339 | 2024-08-21 | Filing | |
| $30.91 | 47,249 | $1,460,589.44 | 20,814 | 2024-08-22 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,472,157 | $664,935,662 | 0.01% | |
| 2. | 18,017,651 | $585,213,304 | 0.01% | |
| 3. | 13,332,168 | $433,028,818 | 0.08% | |
| 4. | 6,181,624 | $200,779,148 | 0.01% | |
| 5. | 6,138,899 | $199,391,448 | 0.01% |
News See All
Option Care Health, Inc. (NASDAQ:OPCH) Q2 2025 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Option Care Health Second Quarter 2025 Earnings Conference Call.
Here's Why Option Care Health (OPCH) Surged in Q1
Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
11 Best Performing Healthcare Stocks to Buy Now
On April 15, CNBC reported that President Trump's healthcare-focused executive order brought in a win for the sector.
Option Care Health, Inc. (NASDAQ:OPCH) Q1 2025 Earnings Call Transcript
Operator: Hello and welcome to the Option Care Health First Quarter 2025 Earnings Conference Call. At this time all participants are in a listen-only mode.
Option Care Health, Inc. (NASDAQ:OPCH) Q4 2024 Earnings Call Transcript
Operator: Good day, and thank you for standing by. Welcome to the Option Care Health Fourth Quarter 2024 Earnings Conference Call.
Polen U.S. Small Company Growth Strategy Sold Option Care Health (OPCH) as It Is Not a Good Fit
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Why These 15 Stocks Are Skyrocketing in 2025
Stock gains always get people talking, and 2025 is no exception. Markets have moved higher for a while due to a shift toward tech innovation.
Option Care Health, Inc. (NASDAQ:OPCH) Q3 2024 Earnings Call Transcript
Operator: Good day and thank you for standing by. Welcome to the Option Care Health Third Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode.
Billionaire Hedge Funds
