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 ($6.6m this quarter). Holder counts are more reliable. Shares outstanding: 149.8m as of 2026-07-27, 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 ≈ $21.03. Options: 13 managers hold calls ($46.4m notional), 6 hold puts ($1.7m).
Trends to Q2 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 |
| Q2 2026 | 371 |
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 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 |
| Q2 2026 | 204 | 198 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $15.7m | $13.1m | 0.83 |
| Q4 2025 | $40.0m | $22.5m | 0.56 |
| Q1 2026 | $37.7m | $2.7m | 0.07 |
| Q2 2026 | $46.4m | $1.7m | 0.04 |
Biggest buyers
| BlackRock, Inc. | Added | +2.2m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.7m |
| DIMENSIONAL FUND ADVISORS LP | Added | +1.6m |
| Point72 Asset Management, L.P. | Added | +1.2m |
| MILLENNIUM MANAGEMENT LLC | Added | +977.9k |
| GOLDMAN SACHS GROUP INC | Added | +791.3k |
| Gumshoe Capital Management LLC | New | +731.3k |
| STOREBRAND ASSET MANAGEMENT AS | New | +671.6k |
| PRUDENTIAL FINANCIAL INC | Added | +559.6k |
| Thrivent Financial for Lutherans | Added | +455.9k |
Biggest sellers
| FMR LLC | Reduced | -4.6m |
| Southpoint Capital Advisors LP | Sold out | -3.6m |
| Durable Capital Partners LP | Reduced | -2.8m |
| CITADEL ADVISORS LLC | Reduced | -1.9m |
| Duquesne Family Office LLC | Sold out | -1.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -1.5m |
| Alyeska Investment Group, L.P. | Reduced | -1.4m |
| JENNISON ASSOCIATES LLC | Sold out | -1.2m |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Sold out | -1.2m |
| Van Berkom & Associates Inc. | Reduced | -989.4k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $21.9m1.0m shares |
| Directional Asset Management | New | $7.3m346.8k shares |
| Cinctive Capital Management LP | New | $3.1m146.0k shares |
| Walleye Trading LLC | Added | $2.4m115.2k shares |
| JANE STREET GROUP, LLC | Added | $2.1m102.5k shares |
| Crawford Fund Management, LLC | Added | $2.1m99.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m97.7k shares |
| IMC-Chicago, LLC | Added | $2.0m96.4k shares |
| GROUP ONE TRADING LLC | Added | $1.9m89.5k shares |
| TUDOR INVESTMENT CORP ET AL | New | $448.8k21.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3m61.7k shares |
| IMC-Chicago, LLC | Reduced | $205.5k9.8k shares |
| Walleye Capital LLC | Reduced | $148.9k7.1k shares |
| GROUP ONE TRADING LLC | New | $44.0k2.1k shares |
| SIMPLEX TRADING, LLC | Added | $16.8k800 shares |
| Walleye Trading LLC | Unchanged | $4.2k200 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 since 1 Apr 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2026 | 4 | $1.9m | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-05-07 | SULLIVAN TIMOTHY P Director | Bought | $499.7k24.2k shares |
| 2026-05-04 | KRAEMER HARRY M JANSEN JR Director | Bought | $783.8k36.6k shares |
| 2026-05-04 | Sethna Meenal Chief Financial Officer | Bought | $327.1k16.2k shares |
| 2026-05-04 | RADEMACHER JOHN CHARLES Chief Executive Officer, director | Bought | $264.8k12.5k 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 22.1m $463.5m | Added +2.2m |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 11.8m $247.1m | Reduced -115.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 8.3m $173.5m | Added +211.9k |
| FULLER & THALER ASSET MANAGEMENT, INC. 0.43% of their portfolio | 7.5m $156.2m | Added +325.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 7.1m $148.1m | Added +47.4k |
| Durable Capital Partners LP 1.26% of their portfolio | 6.2m $129.3m | Reduced -2.8m |
| STATE STREET CORP 0.00% of their portfolio | 6.1m $128.8m | Added +265.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 6.0m $125.4m | Added +1.7m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 5.4m $114.3m | Added +1.6m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 4.5m $93.7m | Added +219.6k |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 2.6m $54.9m | Added +977.9k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.5m $51.7m | Reduced -24.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 2.3m $47.5m | Added +321.8k |
| MORGAN STANLEY 0.00% of their portfolio | 2.2m $47.0m | Reduced -573.4k |
| Van Berkom & Associates Inc. 1.48% of their portfolio | 2.2m $45.8m | Reduced -989.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.2m $45.4m | Added +791.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 2.1m $44.7m | Reduced -478.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 2.0m $41.1m | Added +16.5k |
| Boston Partners 0.04% of their portfolio | 2.0m $41.0m | Reduced -479.2k |
| Nuveen, LLC 0.01% of their portfolio | 1.9m $40.7m | Added +318.1k |
| Swedbank AB 0.03% of their portfolio | 1.9m $39.7m | Added +165.5k |
| FMR LLC 0.00% of their portfolio | 1.8m $38.1m | Reduced -4.6m |
| Point72 Asset Management, L.P. 0.06% of their portfolio | 1.8m $37.8m | Added +1.2m |
| NORGES BANK 0.00% of their portfolio | 1.7m $35.1m | Not comparable |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.03% of their portfolio | 1.6m $34.3m | Reduced -171.1k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 1.6m $34.3m | Reduced -1.9m |
| LOOMIS SAYLES & CO L P 0.04% of their portfolio | 1.5m $31.8m | Added +280.3k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.14% of their portfolio | 1.4m $28.4m | Reduced -126.7k |
| UBS Group AG 0.00% of their portfolio | 1.3m $26.4m | Added +449.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.1m $24.5m | Added +451.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 1.1m $23.3m | Added +2.8k |
| GENEVA CAPITAL MANAGEMENT LLC 0.53% of their portfolio | 1.1m $22.9m | Reduced -380.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 934.7k $19.6m | Reduced -148.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 889.7k $19.0m | Added +88.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 871.8k $18.3m | Reduced -45.0k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 832.6k $22.4m | Reduced -599.2k |
| VILLERE ST DENIS J & CO LLC 1.95% of their portfolio | 780.3k $16.4m | Reduced -20.8k |
| Teca Partners, LP 13.23% of their portfolio | 733.8k $15.4m | Added +42.7k |
| Gumshoe Capital Management LLC 14.02% of their portfolio | 731.3k $15.3m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 718.4k $15.1m | Added +437.9k |
| Leeward Investments, LLC - MA 0.67% of their portfolio | 706.1k $14.8m | Added +230.9k |
| HighTower Advisors, LLC 0.01% of their portfolio | 699.8k $14.7m | Added +183.5k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 678.5k $14.2m | Reduced -125.4k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 671.6k $14.1m | New |
| RIVERBRIDGE PARTNERS LLC 0.38% of their portfolio | 650.6k $13.6m | Reduced -333.8k |
| BARCLAYS PLC 0.00% of their portfolio | 605.0k $12.7m | Added +360.4k |
| Invesco Ltd. 0.00% of their portfolio | 597.0k $12.5m | Added +39.7k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 587.4k $12.3m | Added +559.6k |
| GILDER GAGNON HOWE & CO LLC 0.12% of their portfolio | 559.7k $11.7m | Reduced -241.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 525.1k $11.0m | Added +16.7k |
| Thrivent Financial for Lutherans 0.02% of their portfolio | 494.1k $10.4m | Added +455.9k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 485.2k $10.2m | Added +11.0k |
| Squarepoint Ops LLC 0.02% of their portfolio | 434.4k $9.1m | Added +304.4k |
| Cerity Partners LLC 0.01% of their portfolio | 420.6k $8.8m | Added +402.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 396.9k $8.3m | Reduced -8.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 375.4k $7.9m | Reduced -144.5k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 369.1k $7.7m | Reduced -1.4m |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.02% of their portfolio | 343.2k $7.2m | Unchanged |
| Freestone Grove Partners LP 0.05% of their portfolio | 334.1k $7.0m | Reduced -905.4k |
| Swiss National Bank 0.00% of their portfolio | 314.1k $6.6m | Unchanged |
| GAMCO INVESTORS, INC. ET AL 0.06% of their portfolio | 312.6k $6.6m | Added +8.6k |
| CITIGROUP INC 0.00% of their portfolio | 309.2k $6.5m | Added +168.9k |
| GABELLI FUNDS LLC 0.04% of their portfolio | 295.6k $6.2m | Reduced -22.5k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 284.2k $6.0m | Added +133.6k |
| Walleye Capital LLC 0.03% of their portfolio | 272.3k $5.7m | Added +271.6k |
| Prosight Management, LP 0.98% of their portfolio | 270.7k $5.7m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 262.9k $5.5m | Added +3.3k |
| California Public Employees Retirement System 0.00% of their portfolio | 256.4k $5.4m | Reduced -8.3k |
| Raiffeisen Bank International AG 0.06% of their portfolio | 250.0k $5.3m | Added +120.0k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 240.4k $5.0m | New |
| Compass Wealth Management LLC 0.92% of their portfolio | 230.9k $4.8m | Reduced -3.6k |
| Legal & General Group Plc 0.00% of their portfolio | 222.4k $4.7m | Reduced -787 |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 221.9k $4.7m | Added +167.8k |
| Man Group plc 0.01% of their portfolio | 220.7k $4.6m | Reduced -50.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 219.6k $4.6m | Reduced -1.5m |
| NICHOLAS COMPANY, INC. 0.08% of their portfolio | 213.2k $4.5m | Added +105 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 211.0k $4.4m | Added +85.3k |
| Sovereign's Capital Management, LLC 2.86% of their portfolio | 204.6k $4.3m | Added +118.7k |
| Allianz Asset Management GmbH 0.01% of their portfolio | 203.6k $5.5m | Unchanged |
| STALEY CAPITAL ADVISERS INC 0.16% of their portfolio | 200.0k $4.2m | Unchanged |
| Phocas Financial Corp. 0.58% of their portfolio | 198.0k $4.2m | Reduced -10.9k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 196.7k $4.1m | Reduced -1.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 192.1k $4.0m | Added +72.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 191.6k $4.0m | Added +95.4k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.07% of their portfolio | 190.3k $4.0m | Added +38.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 188.0k $3.9m | Added +95.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 179.4k $3.8m | Reduced -4.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 170.2k $3.6m | Added +104.4k |
| Holocene Advisors, LP 0.01% of their portfolio | 170.1k $3.6m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 166.4k $3.5m | Added +83.8k |
| MetLife Investment Management, LLC 0.02% of their portfolio | 166.0k $3.5m | Added +1.8k |
| Retirement Systems of Alabama 0.01% of their portfolio | 162.4k $3.4m | Reduced -32.2k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 158.9k $3.3m | New |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 152.9k $3.2m | Reduced -36.5k |
| Bleakley Financial Group, LLC 0.04% of their portfolio | 145.4k $3.0m | New |
| SEIZERT CAPITAL PARTNERS, LLC 0.12% of their portfolio | 143.9k $3.0m | Added +11.2k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 143.1k $3.0m | Added +4.4k |
| Livforsakringsbolaget Skandia, Omsesidigt 0.15% of their portfolio | 142.6k $4.8m | Reduced -4.8k |
| AGF MANAGEMENT LTD 0.01% of their portfolio | 139.1k $2.9m | Added +36.6k |
| CAPITAL FUND MANAGEMENT S.A. 0.02% of their portfolio | 137.8k $2.9m | Added +64.2k |