The mixed cluster with passive buyers and quant sellers suggests no catalyst-driven consensus. Monitor next earnings for revenue growth trajectory; the 85% analyst bullish consensus is at odds with the cautious institutional trimming. A clear directional signal would require active-manager accumulation or a catalyst event.
Executive Summary
In Q3 2025, three institutions (BofA, Schwab, RenTech) accumulated $3.3M in OPRX positions, while four sellers (Morgan Stanley, Citadel, UBS, Two Sigma) reduced holdings by $837K net. The cluster is mixed: passive buyers added at modest scale, but quant sellers trimmed more aggressively, suggesting no strong shared directional thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| BofA | DOUBLED | +147.5% | $1.7M | $1.3M |
| Schwab | ADD | +45.8% | $1.5M | $845.0K |
| RenTech | ADD | +38.9% | $2.2M | $1.2M |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -31.1% | $3.6M | $163.0K |
| Citadel | TRIM | -40.3% | $2.5M | -$231.5K |
| UBS | TRIM | -66.8% | $1.4M | -$687.0K |
| Two Sigma | TRIM | -38% | $1.4M | -$81.1K |
Key Facts
- 3 buyers added $3.3M in new value; 4 sellers reduced by $837K net
- BofA doubled its position (+147.5%, +$1.3M); RenTech added +38.9% (+$1.2M)
- UBS trimmed -66.8% (-$687K); Citadel trimmed -40.3% (-$231K)
- Passive buyers (BofA, Schwab) dominate the buying side; quant sellers (Citadel, Two Sigma) dominate the selling side
- Net institutional flow is slightly positive but mixed in conviction
Financial Impact
3 institutions accumulated $3.3M in new positions while 4 reduced holdings by $837K, for a net inflow of approximately $2.5M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound
- Passive buying may reflect index rebalancing, not conviction
- Quant selling (Citadel, Two Sigma) could indicate mean-reversion or risk-off positioning
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-OPRX-2025-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Press Release | $9.15 | awaiting T+20 | — | — |
Oct 21, 2026 6d ago | SC 13G/A | $9.37 | awaiting T+20 | — | — |
Sep 22, 2026 4w ago | Institutional Cluster | $7.62 $8.93 | ▲ +17.19% | ▲ +17.75% | — |
Aug 12, 2026 10w ago | Press Release | $8.78 $7.29 | ▼ −16.97% | ▼ −15.22% | — |
Jun 12, 2026 19w ago | 8-K | $5.32 $6.55 | ▲ +23.12% | ▲ +23.87% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $5.28 $6.28 | ▲ +18.94% | ▲ +17.05% | — |
Jun 5, 2026 20w ago | 8-K | $5.05 $6.35 | ▲ +25.74% | ▲ +24.11% | — |
Jun 1, 2026 21w ago | DEFA14A | $5.38 $5.72 | ▲ +6.32% | ▲ +7.62% | — |
May 21, 2026 22w ago | Press Release | $4.94 $4.70 | ▼ −4.86% | ▼ −5.19% | — |
May 12, 2026 23w ago | Press Release | $4.92 $5.28 | ▲ +7.32% | ▲ +7.93% | — |
US Market Status
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