undamentalytics Newsletter

Option Care Health, Inc.: which funds bought and sold

Institutions that bought and sold Option Care Health shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 204 institutions that filed 13F reports for both quarters added to or opened positions in Option Care Health, and 193 cut or closed them. Together they sold a net 10.7M shares, −6.5% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 18.0M shares (−27.9%); index fund managers were net buyers of 3.0M shares (+5.8%). 73 opened a new position and 70 sold out entirely.

Bought, Q2 2026 204 institutions, 73 of them new holders Sold, Q2 2026 193 institutions, 70 of them sold out
Net change, all compared −10.7M shares (−6.5%)
Net change, active managers −18.0M shares (−27.9%), 35 bought, 33 sold

Buyers versus sellers

institutions compared, 434
Active managers and hedge funds 35 bought · 33 sold · −18.0M
Index fund managers 8 bought · 3 sold · +3.0M
Other institutions 161 bought · 157 sold · +4.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Blackrock, Inc. Index funds +2.2M +11.1% 22.1M $464M
Arrowstreet Capital, Limited Partnership Hedge fund +1.7M +41.2% 6.0M $125M
Dimensional Fund Advisors LP +1.6M +40.6% 5.4M $114M
Point72 Asset Management, L.P. Hedge fund +1.2M +219.9% 1.8M $37.8M
Millennium Management LLC Hedge fund +978K +59.6% 2.6M $54.9M
Goldman Sachs Group Inc +791K +57.6% 2.2M $45.4M
Gumshoe Capital Management LLC +731K New position 731K $15.3M
Storebrand Asset Management As +672K New position 672K $14.1M
Prudential Financial Inc +560K +2013.9% 587K $12.3M
Thrivent Financial For Lutherans +456K +1193.5% 494K $10.4M
Jpmorgan Chase & Co +452K +65.4% 1.1M $24.5M
UBS Group AG +450K +55.5% 1.3M $26.4M
Victory Capital Management Inc Active manager +438K +156.1% 718K $15.1M
Cerity Partners LLC +403K +2263.9% 421K $8.8M
Barclays PLC +360K +147.3% 605K $12.7M
Fuller & Thaler Asset Management, Inc. +325K +4.6% 7.5M $156M
Bank Of America Corp +322K +16.5% 2.3M $47.5M
Nuveen, LLC +318K +19.6% 1.9M $40.7M
Squarepoint Ops LLC Hedge fund +304K +234.1% 434K $9.1M
Loomis Sayles & Co L P Active manager +280K +22.6% 1.5M $31.8M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
FMR LLC Active manager −4.6M −71.7% 1.8M $38.1M
Southpoint Capital Advisors LP Hedge fund −3.6M Sold out 0 —
Durable Capital Partners LP Hedge fund −2.8M −31.4% 6.2M $129M
Citadel Advisors LLC Hedge fund −1.9M −53.8% 1.6M $34.3M
Duquesne Family Office LLC Hedge fund −1.9M Sold out 0 —
Price T Rowe Associates Inc Active manager −1.5M −87.0% 220K $4.6M
Alyeska Investment Group, L.P. Hedge fund −1.4M −79.3% 369K $7.7M
Jennison Associates LLC Active manager −1.2M Sold out 0 —
Westfield Capital Management Co LP Active manager −1.2M Sold out 0 —
Van Berkom & Associates Inc. −989K −31.2% 2.2M $45.8M
Freestone Grove Partners LP Hedge fund −905K −73.0% 334K $7M
Arvin Capital Management LP −699K Sold out 0 —
Amundi −688K −97.0% 21K $446,934
Silvercrest Asset Management Group LLC −617K Sold out 0 —
Alliancebernstein L.P. Active manager −599K −41.9% 833K $22.4M
Morgan Stanley −573K −20.4% 2.2M $47M
Renaissance Technologies LLC Hedge fund −559K Sold out 0 —
Boston Partners Active manager −479K −19.7% 2.0M $41M
Sumitomo Mitsui Trust Group, Inc. −478K −18.3% 2.1M $44.7M
Park West Asset Management LLC Hedge fund −424K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
Gumshoe Capital Management LLC 731K $15.3M
Storebrand Asset Management As 672K $14.1M
Prosight Management, LP 271K $5.7M
Tudor Investment Corp Et AlHedge fund 240K $5M
Holocene Advisors, LPHedge fund 170K $3.6M
Exoduspoint Capital Management, LPHedge fund 159K $3.3M
Bleakley Financial Group, LLC 145K $3M
Numerai Gp LLC 120K $2.5M
Clark Estates Inc 118K $2.5M
Bridgewater Associates, LPHedge fund 110K $2.3M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Southpoint Capital Advisors LPHedge fund 3.6M $96.9M
Duquesne Family Office LLCHedge fund 1.9M $50.3M
Jennison Associates LLCActive manager 1.2M $32.7M
Westfield Capital Management Co LPActive manager 1.2M $31.8M
Arvin Capital Management LP 699K $18.8M
Silvercrest Asset Management Group LLC 617K $16.6M
Renaissance Technologies LLCHedge fund 559K $15M
Park West Asset Management LLCHedge fund 424K $11.4M
Segall Bryant & Hamill, LLCActive manager 343K $9.2M
Directional Asset Management 314K $8.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
370
Ten largest holders
54.1%
of 13F-reported shares
Index fund managers
34.5%
of 13F-reported shares
Active managers and hedge funds
29.6%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 35 33 14 13 −18.0M −27.9%
Index fund managers 8 3 0 0 +3.0M +5.8%
Other institutions 161 157 59 57 +4.3M +8.5%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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