Option Care Health Inc (OPCH) Institutional Buying & Selling Tracker (Q2 2026)

OPCH ranks #1636 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

OPCH is a top-conviction position for Gumshoe Capital Management LLC — at 14.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in OPCH belongs to BlackRock, Inc., but the position matters far more to Gumshoe Capital Management LLC, who has 14.0% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its OPCH position for two straight quarters, increasing it by $174.5M to reach $179.4M today.

Fidelity has trimmed its OPCH position for two straight quarters, cutting it by $259.2M while still holding $38.1M.

OPCH is up 0.9% today, and institutions have been net buyers of $235.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

OPCH posted net income of $206.2M over the trailing twelve months, and currently trades at a P/E of 18.9.

• Profitable — net income of $206.2M over the trailing twelve months
• Revenue grew 37.2% year over year
• Net income declined year over year, from $213.8M to $206.2M
• Generated $258.4M in positive operating cash flow
• Current ratio of 1.53x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.61x equity — within a conventional range