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Option Care Health, Inc.

OPCH Healthcare
$20.87 $-0.71 (-3.29%)
Market Cap: $3.28 B
Gurus Holding
6
Popularity Rank
#1470
% of Shares Held
2.16%
Net Activity (Q1 2026)
+$12.7 M

Guru Ownership Trend

Guru Analysis for Option Care Health, Inc. (OPCH)

Option Care Health, Inc. (OPCH), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $70.77 M.

Top institutional holders include Stanley Druckenmiller and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $12.7 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 105.8%. Conversely, Mario Gabelli reduced exposure by 17.6%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$14.46 M
Total Buy Value
New Buys 1
Additions 4
-$1.75 M
Total Sell Value
Reductions 1
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
1
Net Buyers
5

FAQs for Option Care Health, Inc. (OPCH)

Major holders include Stanley Druckenmiller ($50.3 M), Steven Cohen ($15.15 M), Renaissance Technologies (RenTech) ($15.05 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 3.39 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.7 M, with 5 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 0 fully exited OPCH. The total reported sell value was $1.75 M.

Yes, 1 managers opened new positions in OPCH, and 4 increased their existing holdings. The total reported buy value was $14.46 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.49% Add 7.0% 1,868,550 $50.3 M Q1 2026
0.02% Add 105.8% 562,704 $15.15 M Q1 2026
0.02% Add 15.5% 558,926 $15.05 M Q1 2026
0.08% Reduce -17.6% 303,927 $8.18 M Q1 2026
0.00% Add 39.5% 65,718 $1.77 M Q1 2026
0.01% New Buy 31,397 $845,207 Q1 2026
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