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 ($23.1m this quarter). Holder counts are more reliable. Shares outstanding: 158.7m as of 2025-10-28, 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 ≈ $27.75. Options: 10 managers hold calls ($15.7m notional), 5 hold puts ($13.1m).
Trends to Q3 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 |
| Q3 2025 | 381 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 201 | 197 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $11.4m | $2.9m | 0.26 |
| Q1 2025 | $25.5m | $14.3m | 0.56 |
| Q2 2025 | $21.1m | $10.6m | 0.50 |
| Q3 2025 | $15.7m | $13.1m | 0.83 |
Biggest buyers
| FMR LLC | Added | +2.5m |
| Swedbank AB | New | +1.8m |
| FULLER & THALER ASSET MANAGEMENT, INC. | Added | +1.6m |
| UBS Group AG | Added | +832.7k |
| ALLIANCEBERNSTEIN L.P. | Added | +690.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +590.9k |
| JUPITER ASSET MANAGEMENT LTD | New | +523.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | Added | +387.3k |
| Qube Research & Technologies Ltd | Added | +366.6k |
| Duquesne Family Office LLC | Added | +340.8k |
Biggest sellers
| Freestone Grove Partners LP | Sold out | -1.2m |
| ROYAL BANK OF CANADA | Reduced | -892.3k |
| JENNISON ASSOCIATES LLC | Reduced | -869.6k |
| Durable Capital Partners LP | Reduced | -805.8k |
| Park West Asset Management LLC | Reduced | -727.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -669.5k |
| Fiera Capital Corp | Sold out | -642.4k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -555.2k |
| CITADEL ADVISORS LLC | Reduced | -506.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Reduced | -445.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $3.9m138.7k shares |
| Arvin Capital Management LP | Added | $2.8m100.0k shares |
| CITADEL ADVISORS LLC | Reduced | $2.3m84.6k shares |
| GROUP ONE TRADING LLC | Added | $2.0m73.8k shares |
| JANE STREET GROUP, LLC | Added | $1.9m67.3k shares |
| Walleye Trading LLC | New | $1.1m39.0k shares |
| IMC-Chicago, LLC | New | $655.1k23.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $574.0k20.7k shares |
| Crawford Fund Management, LLC | New | $333.1k12.0k shares |
| WOLVERINE TRADING, LLC | Reduced | $206.6k7.5k shares |
Biggest puts
| MILLENNIUM MANAGEMENT LLC | New | $5.4m192.8k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $4.8m174.4k shares |
| CITADEL ADVISORS LLC | Reduced | $1.3m47.9k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m42.5k shares |
| SIMPLEX TRADING, LLC | Reduced | $402.0k14.5k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — | — |
| Q3 2025 | 5 | $1.7m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-09 | Wright Norman L. Director | Bought | $100.0k3.4k shares |
| 2025-08-21 | SULLIVAN TIMOTHY P Director | Bought | $550.2k20.0k shares |
| 2025-08-21 | GOLDING DAVID W Director | Bought | $27.6k1.0k shares |
| 2025-08-20 | KRAEMER HARRY M JANSEN JR Director | Bought | $977.4k36.0k shares |
| 2025-08-20 | Pate R Carter Director | Bought | $20.4k750 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 20.2m $559.9m | Reduced -302.0k |
| VANGUARD GROUP INC 0.01% of their portfolio | 17.7m $491.0m | Reduced -330.9k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 12.8m $354.7m | Reduced -555.2k |
| FMR LLC 0.01% of their portfolio | 8.7m $240.4m | Added +2.5m |
| Durable Capital Partners LP 1.53% of their portfolio | 7.4m $206.3m | Reduced -805.8k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.59% of their portfolio | 6.2m $172.3m | Added +1.6m |
| STATE STREET CORP 0.01% of their portfolio | 6.0m $167.3m | Reduced -154.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.2m $116.6m | Added +89.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.07% of their portfolio | 4.0m $111.1m | Added +590.9k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.8m $105.4m | Added +235.4k |
| MORGAN STANLEY 0.01% of their portfolio | 3.0m $83.5m | Reduced -118.6k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.32% of their portfolio | 2.8m $76.6m | Reduced -303.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.5m $70.5m | Reduced -12.3k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 2.2m $59.9m | Reduced -155.3k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 2.1m $58.2m | Added +174.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 2.0m $54.4m | Added +253.0k |
| Swedbank AB 0.05% of their portfolio | 1.8m $49.5m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.7m $47.3m | Added +18.4k |
| Nuveen, LLC 0.01% of their portfolio | 1.6m $43.3m | Reduced -88.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.5m $41.9m | Added +315.4k |
| RIVERBRIDGE PARTNERS LLC 0.68% of their portfolio | 1.4m $40.2m | Added +181.3k |
| D. E. Shaw & Co., Inc. 0.03% of their portfolio | 1.4m $38.6m | Added +327.8k |
| Allspring Global Investments Holdings, LLC 0.06% of their portfolio | 1.4m $37.8m | Reduced -171.7k |
| GENEVA CAPITAL MANAGEMENT LLC 0.65% of their portfolio | 1.4m $38.0m | Added +296.2k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.3m $36.1m | Added +690.6k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.19% of their portfolio | 1.3m $35.3m | Added +387.3k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.3m $35.2m | Reduced -869.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 1.2m $34.5m | Added +33.0k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 1.2m $33.6m | Added +241.6k |
| Boston Partners 0.03% of their portfolio | 1.2m $33.2m | Added +246.0k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.2m $32.7m | Reduced -60.9k |
| UBS Group AG 0.01% of their portfolio | 1.2m $32.4m | Added +832.7k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.2m $32.3m | Reduced -88.3k |
| TWO SIGMA INVESTMENTS, LP 0.05% of their portfolio | 1.1m $31.3m | Added +238.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 988.3k $27.2m | Reduced -406.8k |
| Duquesne Family Office LLC 0.69% of their portfolio | 977.7k $27.1m | Added +340.8k |
| VILLERE ST DENIS J & CO LLC 2.31% of their portfolio | 866.5k $24.1m | Reduced -14.9k |
| GILDER GAGNON HOWE & CO LLC 0.23% of their portfolio | 823.5k $22.9m | Reduced -5.1k |
| Park West Asset Management LLC 1.94% of their portfolio | 764.5k $21.2m | Reduced -727.8k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 749.0k $20.8m | Added +95.2k |
| Arvin Capital Management LP 4.77% of their portfolio | 742.4k $20.6m | Added +268.1k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 741.0k $20.6m | Reduced -669.5k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 730.5k $20.3m | Added +152.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 686.4k $19.1m | Added +188.4k |
| Amundi 0.01% of their portfolio | 630.0k $17.2m | Added +24.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.06% of their portfolio | 616.2k $17.1m | Added +263.6k |
| Teca Partners, LP 10.76% of their portfolio | 614.2k $17.1m | Added +206.7k |
| COMERICA BANK 0.06% of their portfolio | 588.5k $16.3m | Reduced -78.3k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 575.3k $16.0m | Reduced -21.0k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.10% of their portfolio | 561.8k $15.6m | Added +171.0k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 538.6k $15.0m | Reduced -13.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 530.3k $14.7m | Reduced -445.1k |
| JUPITER ASSET MANAGEMENT LTD 0.12% of their portfolio | 523.9k $14.5m | New |
| GABELLI FUNDS LLC 0.09% of their portfolio | 493.3k $13.7m | Added +20.0k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 488.8k $13.6m | Added +135.2k |
| Summit Creek Advisors LLC 1.96% of their portfolio | 485.6k $13.5m | Reduced -35.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 450.2k $12.5m | Reduced -15.3k |
| Invesco Ltd. 0.00% of their portfolio | 446.8k $12.4m | Added +152.5k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 444.8k $12.3m | Added +366.6k |
| HighTower Advisors, LLC 0.01% of their portfolio | 436.1k $12.1m | Added +20.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 427.6k $11.9m | Added +108.8k |
| BARCLAYS PLC 0.00% of their portfolio | 426.4k $11.8m | Reduced -62.8k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.24% of their portfolio | 424.5k $11.8m | Unchanged |
| Leeward Investments, LLC - MA 0.60% of their portfolio | 423.5k $11.8m | Added +52.2k |
| Point72 (DIFC) Ltd 0.76% of their portfolio | 391.7k $10.9m | Added +160.4k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 391.6k $10.9m | Reduced -4.6k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 389.3k $10.8m | Added +58.7k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 383.6k $10.6m | Added +216.5k |
| Man Group plc 0.02% of their portfolio | 373.9k $10.4m | Reduced -236.6k |
| SEGALL BRYANT & HAMILL, LLC 0.13% of their portfolio | 346.8k $9.6m | Added +7.9k |
| CITIGROUP INC 0.01% of their portfolio | 339.3k $9.4m | Reduced -124.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 326.6k $9.1m | Reduced -14.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 326.4k $9.1m | Reduced -892.3k |
| Swiss National Bank 0.01% of their portfolio | 317.5k $8.8m | Added +3.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 312.6k $8.7m | Added +19.1k |
| STALEY CAPITAL ADVISERS INC 0.34% of their portfolio | 300.0k $8.3m | Unchanged |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 294.4k $8.2m | Reduced -341.4k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.30% of their portfolio | 280.7k $7.8m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 274.8k $7.6m | Reduced -8.3k |
| GAMCO INVESTORS, INC. ET AL 0.07% of their portfolio | 269.8k $7.5m | Added +182.8k |
| NICHOLAS COMPANY, INC. 0.12% of their portfolio | 251.1k $7.0m | Reduced -45 |
| Compass Wealth Management LLC 1.44% of their portfolio | 232.1k $6.4m | Added +47.3k |
| ALGERT GLOBAL LLC 0.11% of their portfolio | 231.9k $6.4m | Added +10.9k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 226.6k $6.3m | Reduced -26.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 226.0k $6.3m | Reduced -19.8k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 222.4k $6.2m | Reduced -506.6k |
| ExodusPoint Capital Management, LP 0.08% of their portfolio | 218.1k $6.1m | New |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 216.2k $6.0m | Added +181.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 214.1k $5.9m | Reduced -48.8k |
| Retirement Systems of Alabama 0.02% of their portfolio | 196.2k $5.4m | Reduced -3.9k |
| INTECH INVESTMENT MANAGEMENT LLC 0.05% of their portfolio | 188.2k $5.2m | Added +66.2k |
| Corient Private Wealth LP 0.01% of their portfolio | 187.4k $5.2m | Added +160.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 181.1k $5.0m | Reduced -17.8k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 177.1k $4.9m | Reduced -7.9k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 175.3k $4.9m | Reduced -108.7k |
| Sovereign's Capital Management, LLC 2.54% of their portfolio | 168.6k $4.7m | Added +117.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 162.8k $4.5m | Added +7.3k |
| Madison Asset Management, LLC 0.05% of their portfolio | 162.6k $4.5m | Added +120 |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 155.3k $4.3m | Reduced -45.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 153.8k $4.3m | Reduced -3.9k |