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 ($27.2m this quarter). Holder counts are more reliable. Shares outstanding: 162.3m as of 2025-07-28, 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 ≈ $32.46. Options: 9 managers hold calls ($21.1m notional), 8 hold puts ($10.6m).
Trends to Q2 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 |
| Q2 2025 | 383 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q2 2025 | 197 | 200 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $6.6m | $4.0m | 0.61 |
| Q4 2024 | $11.4m | $2.9m | 0.26 |
| Q1 2025 | $25.5m | $14.3m | 0.56 |
| Q2 2025 | $21.1m | $10.6m | 0.50 |
Biggest buyers
| Durable Capital Partners LP | Added | +4.7m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.8m |
| JENNISON ASSOCIATES LLC | Added | +1.3m |
| ROYAL BANK OF CANADA | Added | +987.5k |
| TWO SIGMA INVESTMENTS, LP | Added | +735.3k |
| Duquesne Family Office LLC | New | +636.9k |
| FMR LLC | Added | +495.1k |
| Assenagon Asset Management S.A. | Added | +441.4k |
| Freestone Grove Partners LP | Added | +437.8k |
| Park West Asset Management LLC | Added | +435.5k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.1m |
| CITADEL ADVISORS LLC | Reduced | -2.4m |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | -1.8m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -1.1m |
| BlackRock, Inc. | Reduced | -751.0k |
| Point72 Asset Management, L.P. | Sold out | -621.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -576.5k |
| AXIOM INVESTORS LLC /DE | Reduced | -491.7k |
| Nuveen, LLC | Reduced | -381.4k |
| Cubist Systematic Strategies, LLC | Sold out | -354.2k |
Biggest calls
| Twin Tree Management, LP | Reduced | $9.6m295.8k shares |
| Arvin Capital Management LP | Added | $3.0m91.4k shares |
| CITADEL ADVISORS LLC | Reduced | $2.8m85.4k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.1m65.2k shares |
| GROUP ONE TRADING LLC | Reduced | $1.4m42.7k shares |
| JANE STREET GROUP, LLC | New | $993.9k30.6k shares |
| SIMPLEX TRADING, LLC | Added | $964.0k29.7k shares |
| WOLVERINE TRADING, LLC | Reduced | $245.1k7.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.2m67.7k shares |
| CITADEL ADVISORS LLC | Reduced | $2.1m64.8k shares |
| Game Creek Capital, LP | Added | $1.6m50.0k shares |
| GROUP ONE TRADING LLC | Added | $1.5m46.0k shares |
| Twin Tree Management, LP | Reduced | $1.3m39.3k shares |
| SIMPLEX TRADING, LLC | Added | $977.0k30.1k shares |
| JANE STREET GROUP, LLC | Added | $880.2k27.1k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 20.5m $664.9m | Reduced -751.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 18.0m $585.2m | Reduced -283.4k |
| WELLINGTON MANAGEMENT GROUP LLP 0.08% of their portfolio | 13.3m $433.0m | Reduced -3.1m |
| Durable Capital Partners LP 2.03% of their portfolio | 8.2m $267.6m | Added +4.7m |
| STATE STREET CORP 0.01% of their portfolio | 6.2m $200.8m | Reduced -291.5k |
| FMR LLC 0.01% of their portfolio | 6.1m $199.4m | Added +495.1k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.55% of their portfolio | 4.6m $149.4m | Added +396.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.1m $133.6m | Reduced -191.9k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 3.6m $115.7m | Added +22.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.08% of their portfolio | 3.4m $110.8m | Added +1.8m |
| MORGAN STANLEY 0.01% of their portfolio | 3.1m $101.6m | Reduced -73.4k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.42% of their portfolio | 3.1m $99.4m | Reduced -1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.6m $82.9m | Reduced -56.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.3m $75.1m | Reduced -172.0k |
| NORGES BANK 0.01% of their portfolio | 2.2m $69.9m | Reduced -146.8k |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 2.1m $69.5m | Added +1.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.9m $62.4m | Reduced -19.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.05% of their portfolio | 1.7m $55.4m | Added +55.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.7m $54.8m | Added +356.3k |
| Nuveen, LLC 0.01% of their portfolio | 1.6m $53.6m | Reduced -381.4k |
| Allspring Global Investments Holdings, LLC 0.08% of their portfolio | 1.6m $49.9m | Added +60.0k |
| Park West Asset Management LLC 3.70% of their portfolio | 1.5m $48.5m | Added +435.5k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 1.4m $45.8m | Added +28.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.04% of their portfolio | 1.4m $45.3m | Reduced -45.3k |
| RIVERBRIDGE PARTNERS LLC 0.66% of their portfolio | 1.3m $41.1m | Reduced -183.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 1.3m $40.7m | Added +101.7k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.2m $40.2m | Reduced -61.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 1.2m $39.6m | Added +987.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.2m $39.3m | Reduced -60.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $38.8m | Reduced -160.0k |
| Freestone Grove Partners LP 0.28% of their portfolio | 1.2m $37.6m | Added +437.8k |
| GENEVA CAPITAL MANAGEMENT LLC 0.58% of their portfolio | 1.1m $34.9m | Added +292.0k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.1m $34.6m | Reduced -20.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 975.3k $31.7m | Reduced -576.5k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 969.3k $31.5m | Added +30.8k |
| Boston Partners 0.03% of their portfolio | 952.3k $30.3m | Added +246.0k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 890.5k $28.9m | Added +735.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.17% of their portfolio | 883.4k $28.7m | Added +93.0k |
| VILLERE ST DENIS J & CO LLC 2.75% of their portfolio | 881.4k $28.6m | Reduced -25.4k |
| GILDER GAGNON HOWE & CO LLC 0.29% of their portfolio | 828.6k $26.9m | Reduced -51.2k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 728.9k $23.7m | Reduced -2.4m |
| COMERICA BANK 0.08% of their portfolio | 666.8k $21.7m | Reduced -129.5k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 653.8k $21.2m | Reduced -44.8k |
| Fiera Capital Corp 0.07% of their portfolio | 642.4k $20.9m | Reduced -8.1k |
| Duquesne Family Office LLC 0.53% of their portfolio | 636.9k $20.7m | New |
| Assenagon Asset Management S.A. 0.03% of their portfolio | 635.8k $20.6m | Added +441.4k |
| Man Group plc 0.04% of their portfolio | 610.4k $19.8m | Added +321.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 608.1k $19.8m | Added +37.2k |
| Amundi 0.01% of their portfolio | 605.4k $18.8m | Reduced -9.5k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 596.3k $19.4m | Added +85.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 578.4k $18.8m | Reduced -42.2k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 552.1k $17.9m | Reduced -7.4k |
| Summit Creek Advisors LLC 2.36% of their portfolio | 521.3k $16.9m | Reduced -22.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 497.9k $16.2m | Added +267.6k |
| BARCLAYS PLC 0.01% of their portfolio | 489.2k $15.9m | Added +217.8k |
| Arvin Capital Management LP 4.40% of their portfolio | 474.3k $15.4m | Reduced -32.4k |
| GABELLI FUNDS LLC 0.11% of their portfolio | 473.3k $15.4m | Reduced -11.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 465.5k $15.1m | Reduced -20.4k |
| CITIGROUP INC 0.01% of their portfolio | 463.5k $15.1m | Reduced -74.7k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.28% of their portfolio | 424.5k $13.8m | Reduced -19.6k |
| HighTower Advisors, LLC 0.02% of their portfolio | 415.8k $13.5m | Added +26.9k |
| Teca Partners, LP 9.24% of their portfolio | 407.5k $13.2m | Added +22.4k |
| PRUDENTIAL FINANCIAL INC 0.02% of their portfolio | 396.2k $12.9m | Added +97.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio | 390.8k $12.7m | New |
| Leeward Investments, LLC - MA 0.64% of their portfolio | 371.4k $12.1m | Reduced -14.3k |
| TWO SIGMA ADVISERS, LP 0.02% of their portfolio | 353.6k $11.5m | Added +329.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 352.6k $11.5m | Added +133.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 341.4k $11.1m | Reduced -24.7k |
| SEGALL BRYANT & HAMILL, LLC 0.15% of their portfolio | 339.0k $11.0m | Added +57.1k |
| UBS Group AG 0.00% of their portfolio | 332.8k $10.8m | Reduced -34.9k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 330.7k $10.7m | Added +35.3k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 318.8k $10.4m | Reduced -27.7k |
| Swiss National Bank 0.01% of their portfolio | 313.9k $10.2m | Reduced -15.8k |
| STALEY CAPITAL ADVISERS INC 0.41% of their portfolio | 300.0k $9.7m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 294.4k $9.6m | Added +7.7k |
| California Public Employees Retirement System 0.01% of their portfolio | 293.5k $9.5m | Added +30.0k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 284.1k $9.2m | Reduced -177.5k |
| Legal & General Group Plc 0.00% of their portfolio | 283.2k $9.2m | Added +2.1k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.25% of their portfolio | 280.7k $9.1m | Reduced -630 |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 262.9k $8.5m | Reduced -191.9k |
| Edgestream Partners, L.P. 0.23% of their portfolio | 254.1k $8.3m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 253.2k $8.2m | Added +69.1k |
| NICHOLAS COMPANY, INC. 0.14% of their portfolio | 251.1k $8.2m | Reduced -65 |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 245.8k $8.0m | Reduced -11.0k |
| AXIOM INVESTORS LLC /DE 0.06% of their portfolio | 231.6k $7.5m | Reduced -491.7k |
| Point72 (DIFC) Ltd 0.60% of their portfolio | 231.3k $7.5m | Added +230.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 222.2k $7.2m | Reduced -12.8k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.01% of their portfolio | 221.0k $7.2m | Added +165.0k |
| ALGERT GLOBAL LLC 0.15% of their portfolio | 221.0k $7.2m | Reduced -15.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 214.6k $7.0m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 200.9k $6.5m | Added +11.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 200.4k $6.5m | Added +34.9k |
| Retirement Systems of Alabama 0.02% of their portfolio | 200.1k $6.5m | Reduced -7.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 198.9k $6.5m | Added +14.7k |
| TWINBEECH CAPITAL LP 0.14% of their portfolio | 186.3k $6.0m | Reduced -124.4k |
| MetLife Investment Management, LLC 0.04% of their portfolio | 185.0k $6.0m | Reduced -6.4k |
| Compass Wealth Management LLC 1.43% of their portfolio | 184.8k $6.0m | Added +18.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 167.1k $5.4m | Reduced -1.8m |
| Madison Asset Management, LLC 0.06% of their portfolio | 162.5k $5.3m | Reduced -13.8k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 161.9k $5.3m | Added +681 |