OPTION CARE HEALTH INC OPCH
COM NEW · Common Stock · CUSIP 68404L201 · ISIN US68404L2016
American home infusion and home care services company
- SectorHealth care
- IndustryServices-Home Health Care Services
- HeadquartersBannockburn, IL
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.1m this quarter). Holder counts are more reliable. Shares outstanding: 163.7m as of 2025-04-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $34.95. Options: 9 managers hold calls ($25.5m notional), 10 hold puts ($14.3m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 280 |
| Q4 2022 | 291 |
| Q1 2023 | 285 |
| Q2 2023 | 317 |
| Q3 2023 | 358 |
| Q4 2023 | 351 |
| Q1 2024 | 341 |
| Q2 2024 | 342 |
| Q3 2024 | 339 |
| Q4 2024 | 344 |
| Q1 2025 | 385 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 175 | 151 |
| Q3 2023 | 226 | 119 |
| Q4 2023 | 178 | 184 |
| Q1 2024 | 182 | 156 |
| Q2 2024 | 185 | 172 |
| Q3 2024 | 163 | 177 |
| Q4 2024 | 184 | 184 |
| Q1 2025 | 205 | 180 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $10.0m | $5.7m | 0.57 |
| Q3 2024 | $6.6m | $4.0m | 0.61 |
| Q4 2024 | $11.4m | $2.9m | 0.26 |
| Q1 2025 | $25.5m | $14.3m | 0.56 |
Biggest buyers
| Durable Capital Partners LP | New | +3.5m |
| CITADEL ADVISORS LLC | Added | +2.7m |
| Allspring Global Investments Holdings, LLC | Added | +1.5m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.5m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +989.0k |
| D. E. Shaw & Co., Inc. | Added | +884.4k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +820.6k |
| FMR LLC | Added | +753.1k |
| Boston Partners | New | +706.3k |
| Point72 Asset Management, L.P. | New | +621.3k |
Biggest sellers
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -3.1m |
| Magnetar Financial LLC | Sold out | -2.4m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.9m |
| AMERICAN CENTURY COMPANIES INC | Reduced | -1.2m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -1.1m |
| MARSHALL WACE, LLP | Sold out | -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -1.1m |
| VANGUARD GROUP INC | Reduced | -1.0m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -963.2k |
| Park West Asset Management LLC | Reduced | -889.4k |
Biggest calls
| Twin Tree Management, LP | New | $11.9m339.7k shares |
| CITADEL ADVISORS LLC | Added | $5.3m150.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.8m108.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.5m43.2k shares |
| Arvin Capital Management LP | New | $1.3m36.4k shares |
| PEAK6 LLC | New | $940.2k26.9k shares |
| SIMPLEX TRADING, LLC | Added | $576.0k16.5k shares |
| WOLVERINE TRADING, LLC | New | $326.5k9.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $4.3m124.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.8m107.4k shares |
| Twin Tree Management, LP | New | $1.9m55.0k shares |
| GROUP ONE TRADING LLC | Added | $1.6m45.9k shares |
| Game Creek Capital, LP | New | $1.0m30.0k shares |
| IMC-Chicago, LLC | New | $772.4k22.1k shares |
| JANE STREET GROUP, LLC | New | $468.3k13.4k shares |
| CSS LLC/IL | New | $209.7k6.0k shares |
| SIMPLEX TRADING, LLC | Added | $188.0k5.4k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-10-27 | 13.1% |
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.9 pts · filed 2025-08-12 | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.2% |
Fell to 5% or below in the last year: Durable Capital Partners LP (3.9%, 2026-08-14), FMR LLC (4.1%, 2026-05-06), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q1 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 3 | $2.0m | 0 | — | — |
| Q4 2023 | 1 | $79.1k | 0 | — | — |
| Q1 2024 | 1 | $1.1m | 1 | $63.0k | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 5 | $3.9m | — |
| Q4 2024 | 1 | $969.2k | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $1.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-02-28 | Bavaro Michael Chief Human Resources Officer | Sold | $1.0m31.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 21.2m $741.7m | Reduced -77.8k |
| VANGUARD GROUP INC 0.01% of their portfolio | 18.3m $639.6m | Reduced -1.0m |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 16.4m $572.8m | Reduced -1.9m |
| STATE STREET CORP 0.01% of their portfolio | 6.5m $226.2m | Reduced -86.6k |
| FMR LLC 0.01% of their portfolio | 5.6m $197.3m | Added +753.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.3m $150.5m | Added +138.4k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.57% of their portfolio | 4.2m $146.9m | Added +989.0k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.70% of their portfolio | 4.1m $144.9m | Reduced -3.1m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.5m $123.7m | Reduced -449.9k |
| Durable Capital Partners LP 1.10% of their portfolio | 3.5m $122.9m | New |
| MORGAN STANLEY 0.01% of their portfolio | 3.2m $111.9m | Reduced -541.0k |
| CITADEL ADVISORS LLC 0.11% of their portfolio | 3.1m $108.8m | Added +2.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.6m $91.2m | Added +99.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.5m $86.9m | Reduced -141.1k |
| NORGES BANK 0.01% of their portfolio | 2.3m $80.4m | Reduced -295.8k |
| Nuveen, LLC 0.02% of their portfolio | 2.0m $71.0m | First filing |
| VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio | 2.0m $69.4m | Reduced -141.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.9m $67.9m | Reduced -10.1k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 1.7m $57.7m | Added +133.5k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.05% of their portfolio | 1.6m $57.0m | Added +1.5m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 1.6m $54.2m | Reduced -1.1m |
| Allspring Global Investments Holdings, LLC 0.09% of their portfolio | 1.5m $52.5m | Added +1.5m |
| RIVERBRIDGE PARTNERS LLC 0.81% of their portfolio | 1.4m $50.6m | Reduced -43.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 1.4m $50.0m | Added +34.0k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.4m $48.3m | Added +202.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.4m $47.3m | Reduced -157.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.3m $46.5m | Added +312.6k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.3m $45.4m | Reduced -7.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.3m $44.4m | Reduced -1.1m |
| RENAISSANCE TECHNOLOGIES LLC 0.06% of their portfolio | 1.2m $40.2m | Added +820.6k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 1.1m $37.9m | Added +884.4k |
| Park West Asset Management LLC 3.02% of their portfolio | 1.1m $36.9m | Reduced -889.4k |
| LOOMIS SAYLES & CO L P 0.05% of their portfolio | 938.5k $32.8m | Reduced -112.1k |
| VILLERE ST DENIS J & CO LLC 3.06% of their portfolio | 906.8k $31.7m | Reduced -437.9k |
| GILDER GAGNON HOWE & CO LLC 0.40% of their portfolio | 879.8k $30.7m | Reduced -161.9k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 870.6k $30.4m | Added +377.2k |
| COMERICA BANK 0.12% of their portfolio | 796.2k $27.8m | Reduced -561.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.17% of their portfolio | 790.4k $27.6m | Reduced -152.9k |
| GENEVA CAPITAL MANAGEMENT LLC 0.51% of their portfolio | 781.6k $27.3m | Added +38.1k |
| AXIOM INVESTORS LLC /DE 0.12% of their portfolio | 723.2k $25.3m | Added +552.0k |
| Freestone Grove Partners LP 0.26% of their portfolio | 718.3k $25.1m | Reduced -35.4k |
| Boston Partners 0.03% of their portfolio | 706.3k $24.4m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 698.7k $24.4m | Reduced -450.1k |
| Fiera Capital Corp 0.08% of their portfolio | 650.5k $22.7m | Added +21.9k |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 621.3k $21.7m | New |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 620.5k $21.7m | Reduced -16.8k |
| Amundi 0.01% of their portfolio | 614.9k $21.5m | Reduced -26.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 570.9k $20.0m | Reduced -15.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 559.5k $19.6m | Reduced -5.1k |
| Summit Creek Advisors LLC 2.77% of their portfolio | 543.4k $19.0m | Added +47.7k |
| CITIGROUP INC 0.01% of their portfolio | 538.2k $18.8m | Reduced -22.0k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 510.4k $17.8m | Added +291.7k |
| Arvin Capital Management LP 6.52% of their portfolio | 506.7k $17.7m | New |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 485.9k $17.0m | Added +6.6k |
| GABELLI FUNDS LLC 0.13% of their portfolio | 484.3k $16.9m | Reduced -78.8k |
| TUDOR INVESTMENT CORP ET AL 0.14% of their portfolio | 461.6k $16.1m | Added +360.5k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 454.8k $15.9m | Added +135.5k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.32% of their portfolio | 444.1k $15.5m | Unchanged |
| HighTower Advisors, LLC 0.02% of their portfolio | 388.9k $13.6m | Reduced -79.1k |
| Leeward Investments, LLC - MA 0.72% of their portfolio | 385.7k $13.5m | Reduced -16.0k |
| Teca Partners, LP 9.65% of their portfolio | 385.2k $13.5m | New |
| UBS Group AG 0.00% of their portfolio | 367.7k $12.8m | Added +87.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 366.0k $12.8m | Added +172.3k |
| Cubist Systematic Strategies, LLC 0.16% of their portfolio | 354.2k $12.4m | New |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 346.5k $12.1m | Added +174.7k |
| Swiss National Bank 0.01% of their portfolio | 329.7k $11.5m | Reduced -6.7k |
| TWINBEECH CAPITAL LP 0.20% of their portfolio | 310.6k $10.9m | New |
| STALEY CAPITAL ADVISERS INC 0.47% of their portfolio | 300.0k $10.5m | Reduced -200.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 298.7k $10.4m | Added +281.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 295.4k $10.3m | Reduced -70.6k |
| Man Group plc 0.03% of their portfolio | 289.3k $10.1m | Reduced -174.4k |
| Invesco Ltd. 0.00% of their portfolio | 286.7k $10.0m | Reduced -48.4k |
| SEGALL BRYANT & HAMILL, LLC 0.15% of their portfolio | 281.9k $9.9m | Reduced -9.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.16% of their portfolio | 281.3k $9.8m | Reduced -4.5k |
| Legal & General Group Plc 0.00% of their portfolio | 281.1k $9.8m | Reduced -1.8k |
| BARCLAYS PLC 0.00% of their portfolio | 271.4k $9.5m | Reduced -155.1k |
| Corebridge Financial, Inc. 0.05% of their portfolio | 270.9k $9.5m | Reduced -5.8k |
| California Public Employees Retirement System 0.01% of their portfolio | 263.5k $9.2m | Added +33.7k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.04% of their portfolio | 260.5k $9.1m | New |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.08% of their portfolio | 260.2k $9.1m | Reduced -115.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 256.8k $9.0m | Added +142.8k |
| NICHOLAS COMPANY, INC. 0.15% of their portfolio | 251.2k $8.8m | Added +185 |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 243.3k $8.4m | Reduced -5.3k |
| ALGERT GLOBAL LLC 0.20% of their portfolio | 236.1k $8.3m | Reduced -12.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 235.0k $8.2m | Added +150.7k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 231.2k $8.1m | Added +39.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 230.4k $8.1m | Reduced -163.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 219.0k $7.7m | Reduced -963.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 214.6k $7.5m | Reduced -31.4k |
| Advantage Alpha Capital Partners LP 1.84% of their portfolio | 214.6k $7.5m | Added +94.5k |
| WINTON GROUP Ltd 0.45% of their portfolio | 212.5k $7.4m | New |
| Retirement Systems of Alabama 0.03% of their portfolio | 207.1k $7.2m | Added +206 |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 194.3k $6.8m | Reduced -97.7k |
| Trexquant Investment LP 0.08% of their portfolio | 191.5k $6.7m | Reduced -246.5k |
| MetLife Investment Management, LLC 0.04% of their portfolio | 191.4k $6.7m | Reduced -5.8k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 189.9k $6.6m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 184.2k $6.4m | Added +23.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 184.1k $6.4m | Added +96.7k |
| Walleye Capital LLC 0.07% of their portfolio | 179.2k $6.3m | New |
| Madison Asset Management, LLC 0.07% of their portfolio | 176.3k $6.2m | Reduced -1.9k |