13FPulse
OP

OPCH OPTION CARE HEALTH INC

2026Q2 · CUSIP 68404L201 · Sector: Healthcare & Biotech

Normal

Fund flows are within the usual range

Funds that own it
364
Institutions that reported holding it to the SEC
Net decrease in holders
1
Last quarter 365 → now 364
How unusual is that
Below average
Stronger than only 32% of US stocks
What the filings say, in one paragraph

364 funds held OPCH at the end of 2026Q2, down 1 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, the P/E is 18.7x, return on equity is 15.3%. OPCH has had 9 buying rushes in its history, and the price moved -0.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2020Q1: holders=88 2020Q2: holders=95 2020Q3: holders=120 2020Q4: holders=132 2021Q1: holders=151 2021Q2: holders=158 2021Q3: holders=209 2021Q4: holders=227 2022Q1: holders=234 2022Q2: holders=246 2022Q3: holders=277 2022Q4: holders=290 2023Q1: holders=282 2023Q2: holders=317 2023Q3: holders=355 2023Q4: holders=350 2024Q1: holders=338 2024Q2: holders=342 2024Q3: holders=336 2024Q4: holders=343 2025Q1: holders=381 2025Q2: holders=378 2025Q3: holders=377 2025Q4: holders=363 2026Q1: holders=365 2026Q2: holders=364 -84 -42 +0 +42 +84 79240401 20Q120Q421Q322Q223Q123Q424Q325Q226Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 9 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q1 Top 5% -6.6% -13.7%
2023Q3 Top 5% +14.3% +15.1%
2023Q2 Top 5% -6.8% -15.0%
2022Q3 Top 5% +1.4% +1.0%
2022Q2 Top 20% -2.0% -10.4%
2021Q3 Top 5% +7.3% -9.6%
2021Q1 Top 20% +23.7% +21.5%
2020Q3 Top 10% +1.5% +21.1%
2020Q1 Top 1% in the market -7.5% -11.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
182
Change in large funds
+8
Total value they hold
$3.3B
Funds buying for the first time
80
Funds that sold out entirely
81
Price change that quarter
+21.4%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
10

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
18.7
EPS (TTM)
$1.28
EPS YoY
+2.4%
Revenue (TTM)
Revenue YoY
Net margin
ROE
15.3%
Debt ratio
60.0%
FCF (TTM)
$213M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-06-30: EPS 0.19 2022-09-30: EPS 0.21 2022-12-31: EPS 0.26 2023-03-31: EPS 0.21 2023-06-30: EPS 0.63 2023-09-30: EPS 0.31 2023-12-31: EPS 0.33 2024-03-31: EPS 0.26 2024-06-30: EPS 0.30 2024-09-30: EPS 0.31 2024-12-31: EPS 0.36 2025-03-31: EPS 0.28 2025-06-30: EPS 0.31 2025-09-30: EPS 0.32 2025-12-31: EPS 0.36 2026-03-31: EPS 0.29 0.00 0.35 0.69 20222023202420252026 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 23 14 24 34 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-75M56M186M 20162017201820192020202120222023202420252026
Latest quarter $-21M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-03-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.