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Option Care Health, Inc.

OPCH Healthcare
$23.94 $-0.13 (-0.52%)
Market Cap: $3.59 B
Gurus Holding
6
Popularity Rank
#1601
% of Shares Held
1.78%
Net Activity (Q2 2026)
-$29.67 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 Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $63.81 M.

Top institutional holders include Steven Cohen and Mario Gabelli.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $29.67 M net outflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 219.9%.

Key Holders

Top 5 by Value

$37.75 M
$6.55 M
$3.57 M
$2.31 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$35.68 M
Total Buy Value
New Buys 2
Additions 3
-$65.35 M
Total Sell Value
Reductions 0
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
5

FAQs for Option Care Health, Inc. (OPCH)

Major holders include Steven Cohen ($37.75 M), Mario Gabelli ($6.55 M), Paul Tudor Jones ($5.04 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.67 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $29.67 M, with 5 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited OPCH. The total reported sell value was $65.35 M.

Yes, 2 managers opened new positions in OPCH, and 3 increased their existing holdings. The total reported buy value was $35.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 219.9% 1,800,244 $37.75 M Q2 2026
0.06% Add 2.8% 312,560 $6.55 M Q2 2026
0.01% New Buy 240,413 $5.04 M Q2 2026
0.00% Add 158.9% 170,159 $3.57 M Q2 2026
0.01% New Buy 110,288 $2.31 M Q2 2026
0.01% New Buy 31,397 $845,207 Q1 2026
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