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 ($10.2m this quarter). Holder counts are more reliable. Shares outstanding: 157.0m as of 2026-04-28, 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 ≈ $26.97. Options: 11 managers hold calls ($37.7m notional), 7 hold puts ($2.7m).
Trends to Q1 2026
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 |
| Q4 2025 | 367 |
| Q1 2026 | 373 |
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 2024 | 185 | 172 |
| Q3 2024 | 163 | 177 |
| Q4 2024 | 184 | 184 |
| Q1 2025 | 205 | 180 |
| Q2 2025 | 197 | 200 |
| Q3 2025 | 201 | 197 |
| Q4 2025 | 170 | 212 |
| Q1 2026 | 189 | 180 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $21.1m | $10.6m | 0.50 |
| Q3 2025 | $15.7m | $13.1m | 0.83 |
| Q4 2025 | $40.0m | $22.5m | 0.56 |
| Q1 2026 | $37.7m | $2.7m | 0.07 |
Biggest buyers
| Van Berkom & Associates Inc. | New | +3.2m |
| Sumitomo Mitsui Trust Group, Inc. | New | +2.6m |
| CITADEL ADVISORS LLC | Added | +1.9m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.2m |
| Boston Partners | Added | +980.4k |
| Southpoint Capital Advisors LP | Added | +600.0k |
| Alyeska Investment Group, L.P. | Added | +571.1k |
| GOLDMAN SACHS GROUP INC | Added | +460.9k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | Added | +325.0k |
| Freestone Grove Partners LP | Added | +323.7k |
Biggest sellers
| FULLER & THALER ASSET MANAGEMENT, INC. | Reduced | -6.8m |
| FMR LLC | Reduced | -2.9m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -1.6m |
| JUPITER ASSET MANAGEMENT LTD | Sold out | -708.7k |
| MORGAN STANLEY | Reduced | -596.0k |
| Allianz Asset Management GmbH | Reduced | -519.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | -508.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -376.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -367.5k |
| Crawford Fund Management, LLC | Sold out | -367.0k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $24.1m896.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.4m88.9k shares |
| JANE STREET GROUP, LLC | Reduced | $2.2m80.8k shares |
| MILLENNIUM MANAGEMENT LLC | New | $1.9m70.0k shares |
| IMC-Chicago, LLC | Added | $1.9m69.3k shares |
| Walleye Trading LLC | Reduced | $1.7m62.3k shares |
| GROUP ONE TRADING LLC | Reduced | $1.5m55.0k shares |
| Crawford Fund Management, LLC | Added | $1.1m40.3k shares |
| Walleye Capital LLC | Reduced | $600.3k22.3k shares |
| Twin Tree Management, LP | New | $374.2k13.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $891.1k33.1k shares |
| CSS LLC/IL | New | $538.4k20.0k shares |
| IMC-Chicago, LLC | Reduced | $484.6k18.0k shares |
| CITADEL ADVISORS LLC | Reduced | $471.1k17.5k shares |
| Walleye Capital LLC | Reduced | $333.8k12.4k shares |
| Walleye Trading LLC | Reduced | $5.4k200 shares |
| SIMPLEX TRADING, LLC | Reduced | $2.7k100 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 2026
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 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 | — | — |
| Q4 2025 | 1 | $987.2k | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $1.2m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-02-27 | Pate R Carter Director | Sold | $970.7k30.3k shares |
| 2026-02-27 | Bavaro Michael Chief Human Resources Officer | Sold | $198.0k6.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 19.9m $535.4m | Added +18.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.06% of their portfolio | 11.9m $320.3m | Reduced -68.1k |
| Durable Capital Partners LP 2.49% of their portfolio | 9.0m $242.0m | Unchanged |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 8.1m $217.0m | First filing |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.65% of their portfolio | 7.1m $191.8m | Reduced -6.8m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.0m $188.9m | First filing |
| FMR LLC 0.01% of their portfolio | 6.4m $173.0m | Reduced -2.9m |
| STATE STREET CORP 0.01% of their portfolio | 5.9m $158.2m | Added +85.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.2m $114.4m | Added +130.8k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 4.2m $114.0m | Reduced -12.2k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 3.9m $104.4m | Added +36.2k |
| Southpoint Capital Advisors LP 1.99% of their portfolio | 3.6m $96.9m | Added +600.0k |
| CITADEL ADVISORS LLC 0.07% of their portfolio | 3.5m $95.2m | Added +1.9m |
| Van Berkom & Associates Inc. 1.40% of their portfolio | 3.2m $85.5m | New |
| MORGAN STANLEY 0.00% of their portfolio | 2.8m $75.8m | Reduced -596.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.05% of their portfolio | 2.6m $70.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.5m $67.0m | Added +63.2k |
| Boston Partners 0.07% of their portfolio | 2.4m $65.6m | Added +980.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.9m $52.4m | Added +247.8k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.9m $52.4m | Reduced -27.3k |
| Duquesne Family Office LLC 1.71% of their portfolio | 1.9m $50.3m | Added +122.6k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio | 1.8m $48.6m | Added +36.9k |
| Alyeska Investment Group, L.P. 0.14% of their portfolio | 1.8m $48.0m | Added +571.1k |
| Swedbank AB 0.05% of their portfolio | 1.7m $46.5m | Unchanged |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.7m $45.4m | Reduced -376.3k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 1.6m $44.2m | Added +1.2m |
| Nuveen, LLC 0.01% of their portfolio | 1.6m $43.6m | Added +56.1k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.22% of their portfolio | 1.5m $39.8m | Added +42.3k |
| GENEVA CAPITAL MANAGEMENT LLC 0.84% of their portfolio | 1.5m $39.7m | Added +239.1k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.4m $45.6m | Added +81.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.4m $37.0m | Added +460.9k |
| Freestone Grove Partners LP 0.24% of their portfolio | 1.2m $33.4m | Added +323.7k |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 1.2m $33.3m | Reduced -9.7k |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 1.2m $32.7m | Added +49.1k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.13% of their portfolio | 1.2m $31.8m | Reduced -1.6m |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.1m $29.8m | First filing |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.1m $29.2m | Reduced -14.9k |
| RIVERBRIDGE PARTNERS LLC 0.65% of their portfolio | 984.4k $26.5m | Reduced -278.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 916.7k $24.7m | Reduced -367.5k |
| UBS Group AG 0.00% of their portfolio | 810.5k $21.8m | Reduced -118.4k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 803.9k $21.6m | Added +15.7k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 801.4k $21.6m | Reduced -508.6k |
| GILDER GAGNON HOWE & CO LLC 0.26% of their portfolio | 801.1k $21.6m | Reduced -7.5k |
| VILLERE ST DENIS J & CO LLC 2.38% of their portfolio | 801.0k $21.6m | Reduced -30.1k |
| Amundi 0.01% of their portfolio | 709.6k $19.1m | Reduced -38.5k |
| Arvin Capital Management LP 4.40% of their portfolio | 699.5k $18.8m | Added +210.9k |
| Teca Partners, LP 14.85% of their portfolio | 691.1k $18.6m | Added +117.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 690.3k $18.6m | Reduced -50.6k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.12% of their portfolio | 616.7k $16.6m | Added +95.2k |
| Point72 Asset Management, L.P. 0.03% of their portfolio | 562.7k $15.1m | Added +289.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 558.9k $15.0m | Added +75.1k |
| Invesco Ltd. 0.00% of their portfolio | 557.3k $15.0m | Added +22.8k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 519.9k $14.0m | Added +253.9k |
| HighTower Advisors, LLC 0.01% of their portfolio | 516.3k $13.9m | Added +63.7k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 508.4k $13.7m | Added +31.6k |
| Leeward Investments, LLC - MA 0.63% of their portfolio | 475.2k $12.8m | Reduced -13.2k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 474.2k $12.8m | Added +6.7k |
| Summit Creek Advisors LLC 2.46% of their portfolio | 444.6k $12.0m | Reduced -18.9k |
| Park West Asset Management LLC 1.01% of their portfolio | 423.6k $11.4m | Added +69.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 405.5k $10.9m | Reduced -105.3k |
| SEGALL BRYANT & HAMILL, LLC 0.13% of their portfolio | 343.4k $9.2m | Reduced -18.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.04% of their portfolio | 343.2k $9.2m | Added +325.0k |
| KORNITZER CAPITAL MANAGEMENT INC /KS 0.19% of their portfolio | 321.9k $8.7m | Reduced -102.8k |
| GABELLI FUNDS LLC 0.06% of their portfolio | 318.1k $8.6m | Reduced -185.2k |
| Directional Asset Management 7.73% of their portfolio | 314.1k $8.5m | Reduced -300 |
| Swiss National Bank 0.00% of their portfolio | 314.1k $8.5m | Reduced -5.9k |
| GAMCO INVESTORS, INC. ET AL 0.08% of their portfolio | 303.9k $8.2m | Reduced -65.1k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 280.5k $7.6m | Added +35.4k |
| Man Group plc 0.02% of their portfolio | 270.9k $7.3m | Added +6.8k |
| California Public Employees Retirement System 0.00% of their portfolio | 264.7k $7.1m | Reduced -24.3k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 259.6k $7.0m | Added +14.0k |
| BARCLAYS PLC 0.00% of their portfolio | 244.7k $6.6m | Reduced -133.7k |
| Compass Wealth Management LLC 1.56% of their portfolio | 234.5k $6.3m | Reduced -1.1k |
| Legal & General Group Plc 0.00% of their portfolio | 223.2k $6.0m | Reduced -30.6k |
| WINTON GROUP Ltd 0.20% of their portfolio | 216.8k $5.8m | New |
| NICHOLAS COMPANY, INC. 0.11% of their portfolio | 213.1k $5.7m | Reduced -1.6k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 210.3k $5.7m | New |
| Phocas Financial Corp. 0.88% of their portfolio | 209.0k $5.6m | Added +78.3k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 203.6k $5.5m | Reduced -519.1k |
| STALEY CAPITAL ADVISERS INC 0.23% of their portfolio | 200.0k $5.4m | Reduced -25.0k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 198.6k $5.3m | Reduced -47.3k |
| Retirement Systems of Alabama 0.02% of their portfolio | 194.6k $5.2m | Added +4.1k |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.18% of their portfolio | 192.9k $5.2m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 189.5k $5.1m | Added +27.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 184.2k $5.0m | Added +30.9k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 183.7k $4.9m | Reduced -90.2k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 183.2k $4.9m | Reduced -10.2k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 164.2k $4.4m | Added +1.3k |
| Madison Asset Management, LLC 0.05% of their portfolio | 162.2k $4.4m | Reduced -1.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.08% of their portfolio | 151.4k $4.1m | Reduced -2.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 150.6k $4.1m | Reduced -282.4k |
| Livforsakringsbolaget Skandia, Omsesidigt 0.16% of their portfolio | 147.4k $4.0m | Added +27.5k |
| CITIGROUP INC 0.00% of their portfolio | 140.3k $3.8m | Reduced -25.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 138.7k $3.7m | First filing |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 137.2k $3.7m | Reduced -5.4k |
| Nippon Life Global Investors Americas, Inc. 0.16% of their portfolio | 135.8k $3.7m | Added +22.9k |
| SEIZERT CAPITAL PARTNERS, LLC 0.16% of their portfolio | 132.7k $3.6m | Added +848 |
| TWINBEECH CAPITAL LP 0.37% of their portfolio | 132.5k $3.6m | New |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 131.9k $3.6m | New |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 131.3k $3.5m | Reduced -1.0k |