Public record / Tickers / OPCH

OPCH — Option Care Health, Inc.

Both disclosure regimes on one name: who in Congress filed about OPCH, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
4
all PTR rows naming OPCH
Members · 12m
1
2 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
299
top-299 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-31 → filed 2025-11-21. Ranked over every OPCH row by the provable lower bound, never a point estimate.

1 member · 2 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

Every row filed inside the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING OPCH · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning OPCH
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-10-22Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 09-25 +27d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 4 ↗

Members active in OPCH

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing OPCH in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-94−$28.0K to $28.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · OPCH

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Duquesne Family Office $50.3K held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · OPTION CARE HEALTH INC

Merged timeline of congressional filings and notable-manager moves on OPCH
DateWhoChangeSize
2026-05-15Duquesne Family Office 13Fadd+122,600 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of OPCH for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$535M1
2WELLINGTON MANAGEMENT GROUP LLP$320M1
3Durable Capital Partners LP$242M1
4VANGUARD PORTFOLIO MANAGEMENT LLC$217M1
5FULLER & THALER ASSET MANAGEMENT, INC.$192M1
6VANGUARD CAPITAL MANAGEMENT LLC$189M1
7FMR LLC$173M1
8STATE STREET CORP$158M1
9GEODE CAPITAL MANAGEMENT, LLC$114M1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$114M1
11DIMENSIONAL FUND ADVISORS LP$104M1
12Southpoint Capital Advisors LP$96.9M1
13CITADEL ADVISORS LLC$95.2M1
14MORGAN STANLEY$75.8M1
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC$67.0M1
16Boston Partners$65.6M1
17BANK OF AMERICA CORP /DE/$52.4M1
18NORTHERN TRUST CORP$52.4M1
19MANUFACTURERS LIFE INSURANCE COMPANY, THE$48.6M1
20Alyeska Investment Group, L.P.$48.0M1
21Swedbank AB$46.5M1
22ALLIANCEBERNSTEIN L.P.$45.6M1
23MILLENNIUM MANAGEMENT LLC$44.2M1
24Nuveen, LLC$43.6M1
25Freestone Grove Partners LP$33.4M1
26JENNISON ASSOCIATES LLC$32.7M1
27WESTFIELD CAPITAL MANAGEMENT CO LP$31.8M1
28VANGUARD FIDUCIARY TRUST CO$29.8M1
29MASSACHUSETTS FINANCIAL SERVICES CO /MA/$24.7M1
30UBS Group AG$21.8M1
31DEUTSCHE BANK AG\$21.6M1
32SCHRODER INVESTMENT MANAGEMENT GROUP$21.6M1
33GILDER GAGNON HOWE & CO LLC$21.6M1
34VILLERE ST DENIS J & CO LLC$21.6M1
35Amundi$19.1M1
36Arvin Capital Management LP$18.8M1
37Teca Partners, LP$18.6M1
38Point72 Asset Management, L.P.$15.1M1
39RENAISSANCE TECHNOLOGIES LLC$15.0M1
40Invesco Ltd.$15.0M1
41HighTower Advisors, LLC$13.9M1
42PRINCIPAL FINANCIAL GROUP INC$13.7M1
43Leeward Investments, LLC - MA$12.8M1
44Park West Asset Management LLC$11.4M1
45UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.9M1
46Directional Asset Management$8.5M1
47Swiss National Bank$8.5M1
48Man Group plc$7.3M1
49RAYMOND JAMES FINANCIAL INC$7.0M1
50Compass Wealth Management LLC$6.3M1
51Legal & General Group Plc$6.0M1
52WINTON GROUP Ltd$5.8M1
53NICHOLAS COMPANY, INC.$5.7M1
54BALYASNY ASSET MANAGEMENT L.P.$5.7M1
55Phocas Financial Corp.$5.6M1
56Allianz Asset Management GmbH$5.5M1
57SEI INVESTMENTS CO$5.3M1
58Retirement Systems of Alabama$5.2M1
59FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$5.2M1
60ENVESTNET ASSET MANAGEMENT INC$5.1M1
61TWO SIGMA INVESTMENTS, LP$4.9M1
62MetLife Investment Management, LLC$4.4M1
63D. E. Shaw & Co., Inc.$4.1M1
64CITIGROUP INC$3.8M1
65VANGUARD ASSET MANAGEMENT, Ltd$3.7M1
66MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$3.7M1
67Nippon Life Global Investors Americas, Inc.$3.7M1
68SEIZERT CAPITAL PARTNERS, LLC$3.6M1
69TWINBEECH CAPITAL LP$3.6M1
70CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$3.6M1
71STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$3.5M1
72Squarepoint Ops LLC$3.5M1
73FRANKLIN RESOURCES INC$3.4M1
74Livforsakringsbolaget Skandia, Omsesidigt$3.4M1
75Creative Planning$3.3M1
76STATE OF WISCONSIN INVESTMENT BOARD$3.1M1
77XTX Topco Ltd$3.0M1
78Cinctive Capital Management LP$2.7M1
79AMERICAN CENTURY COMPANIES INC$2.6M1
80Taproot Management LP$2.5M1
81WELLS FARGO & COMPANY/MN$2.5M1
82FIFTH THIRD BANCORP$2.5M1
83NEW YORK STATE COMMON RETIREMENT FUND$2.4M1
84Sovereign's Capital Management, LLC$2.3M1
85Fideuram Asset Management (Ireland) dac$2.2M1
86Universal- Beteiligungs- und Servicegesellschaft mbH$2.2M1
87NORDEA INVESTMENT MANAGEMENT AB$2.2M1
88Expect Equity LLC$2.1M1
89JOHNSON INVESTMENT COUNSEL INC$2.0M1
90MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.0M1
91INTECH INVESTMENT MANAGEMENT LLC$1.9M1
92Janus Henderson Group Ltd.$1.9M1
93BLAIR WILLIAM & CO/IL$1.8M1
94GUGGENHEIM CAPITAL LLC$1.8M1
95AQR CAPITAL MANAGEMENT LLC$1.8M1
96Vanguard Global Advisers, LLC$1.7M1
97State of New Jersey Common Pension Fund D$1.7M1
98Zurcher Kantonalbank (Zurich Cantonalbank)$1.6M1
99SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.6M1
100TORONTO DOMINION BANK$1.6M1
101LPL Financial LLC$1.6M1
102Pathstone Holdings, LLC$1.5M1
103Qube Research & Technologies Ltd$1.5M1
104VOYA INVESTMENT MANAGEMENT LLC$1.4M1
105FIRST MANHATTAN CO. LLC.$1.4M1
106Live Oak Investment Partners$1.3M1
107OPPENHEIMER ASSET MANAGEMENT INC.$1.3M1
108Game Creek Capital, LP$1.2M1
109Arizona State Retirement System$1.2M1
110Vanguard Investments Australia, Ltd.$1.1M1
111COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.1M1
112Merit Financial Group, LLC$1.1M1
113TEACHER RETIREMENT SYSTEM OF TEXAS$1.0M1
114FIRST TRUST ADVISORS LP$1.0M1
115TOCQUEVILLE ASSET MANAGEMENT L.P.$1.0M1
116Dynamic Technology Lab Private Ltd$985K1
117Cannell & Spears LLC$961K1
118KLP KAPITALFORVALTNING AS$960K1
119NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$957K1
120ROYAL BANK OF CANADA$942K1
121OREGON PUBLIC EMPLOYEES RETIREMENT FUND$876K1
122CANADA PENSION PLAN INVESTMENT BOARD$867K1
123Jefferies Financial Group Inc.$845K1
124SHEETS SMITH WEALTH MANAGEMENT$835K1
125Adalta Capital Management LLC$819K1
126ProShare Advisors LLC$795K1
127State of Wyoming$786K1
128Assenagon Asset Management S.A.$766K1
129MACKENZIE FINANCIAL CORP$748K1
130PRUDENTIAL FINANCIAL INC$748K1
131Cetera Investment Advisers$724K1
132EXCHANGE TRADED CONCEPTS, LLC$721K1
133Pictet Asset Management Holding SA$693K1
134Y-Intercept (Hong Kong) Ltd$684K1
135Vanguard Personalized Indexing Management, LLC$664K1
136Brookstone Capital Management$634K1
137Quantinno Capital Management LP$633K1
138Summit Trail Advisors, LLC$632K1
139XPONANCE LLC$612K1
140STIFEL FINANCIAL CORP$606K1
141OP Asset Management Ltd$591K1
142Talon Private Wealth, LLC$590K1
143PINNACLE ASSOCIATES LTD$586K1
144Vise Technologies, Inc.$546K1
145Clearbridge Investments, LLC$498K1
146Cerity Partners LLC$479K1
147DANSKE BANK A/S$429K1
148Edgestream Partners, L.P.$423K1
149BANK OF MONTREAL /CAN/$420K1
150Atria Investments, Inc$399K1
151Quinn Opportunity Partners LLC$377K1
152FEDERATED HERMES, INC.$373K1
153Tower Research Capital LLC (TRC)$367K1
154JAMES INVESTMENT RESEARCH, INC.$353K1
155Tidal Investments LLC$339K1
156BANK OF NOVA SCOTIA$338K1
157VOLORIDGE INVESTMENT MANAGEMENT, LLC$324K1
158Engineers Gate Manager LP$323K1
159SECURIAN ASSET MANAGEMENT, INC$315K1
160TWO SIGMA SECURITIES, LLC$314K1
161Central Pacific Bank - Trust Division$313K1
162Ensign Peak Advisors, Inc$309K1
163Wealthspire Advisors, LLC$298K1
164Crossmark Global Holdings, Inc.$288K1
165MIRABELLA FINANCIAL SERVICES LLP$278K1
166Blue Trust, Inc.$272K1
167EP Wealth Advisors, LLC$271K1
168FOX RUN MANAGEMENT, L.L.C.$270K1
169Corient Private Wealth LLC$267K1
170Blueshift Asset Management, LLC$264K1
171Swiss Life Asset Management Ltd$258K1
172Rockefeller Capital Management L.P.$246K1
173WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$246K1
174DnB Asset Management AS$236K1
175Parkside Financial Bank & Trust$235K1
176Dakota Wealth Management$230K1
177CIBC Bancorp USA Inc.$229K1
178AXQ CAPITAL, LP$225K1
179Clearstead Advisors, LLC$206K1
180Caitong International Asset Management Co., Ltd$202K1
181SUMMITRY LLC$200K1
182QUADRANT CAPITAL GROUP LLC$142K1
183Eurizon Capital SGR S.p.A.$134K1
184Steward Partners Investment Advisory, LLC$106K1
185ASSETMARK, INC$98.1K1
186BNP Paribas Asset Management Holding S.A.$95.0K1
187Cornerstone National Bank & Trust Co$79.5K1
188OSAIC HOLDINGS, INC.$74.9K1
189CWM, LLC$70.1K1
190Allworth Financial LP$63.0K1
191US BANCORP \DE\$58.8K1
192UMB Bank, n.a.$56.8K1
193SIGNATUREFD, LLC$54.5K1
194Duquesne Family Office LLC$50.3K1
195NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$43.4K1
196Kemnay Advisory Services Inc.$29.6K1
197NOMURA ASSET MANAGEMENT CO LTD$28.5K1
198Mitsubishi UFJ Asset Management Co., Ltd.$24.5K1
199Aster Capital Management (DIFC) Ltd$23.0K1
200Smartleaf Asset Management LLC$21.1K1
201Walleye Capital LLC$20.1K1
202SMA Capital LLC$19.1K1
203Larson Financial Group LLC$11.7K1
204Wilmington Savings Fund Society, FSB$11.3K1
205HighMark Wealth Management LLC$10.3K1
206CSS LLC/IL$9.8K1
207Federation des caisses Desjardins du Quebec$8.1K1
208Arax Advisory Partners$7.6K1
209Optiver Holding B.V.$7.4K1
210FARMERS & MERCHANTS INVESTMENTS INC$6.2K1
211Meramec Financial Planners, LLC$5.9K1
212Kilter Group LLC$4.5K1
213Financial Network Wealth Advisors LLC$3.7K1
214Signature Equity Partners, LLC$3.5K1
215JFS WEALTH ADVISORS, LLC$3.1K1
216MAI Capital Management$3.0K1
217INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.9K1
218Clearstead Trust, LLC$2.8K1
219Clayton Financial Group LLC$2.7K1
220NEW YORK STATE TEACHERS RETIREMENT SYSTEM$2.5K1
221CANADA LIFE ASSURANCE Co$2.5K1
222Quarry LP$2.3K1
223Godfrey Financial Associates, Inc.$2.2K1
224WPG Advisers, LLC$2.2K1
225BROWN, LISLE/CUMMINGS, INC.$2.1K1
226ACADIAN ASSET MANAGEMENT LLC$1.5K1
227Sachetta, LLC$1.4K1
228THRIVENT FINANCIAL FOR LUTHERANS$1.0K1
229Rachor Investment Advisory Services, LLC$9971
230Glen Eagle Advisors, LLC$8611
231CVA Family Office, LLC$7811
232State of Alaska, Department of Revenue$7071
233SJS Investment Consulting Inc.$6731
234DiNuzzo Private Wealth, Inc.$6731
235MV CAPITAL MANAGEMENT, INC.$6471
236Legacy Wealth Managment, LLC/ID$6201
237Vestcor Inc$6111
238Physician Wealth Advisors, Inc.$5391
239Private Wealth Management Group, LLC$4851
240Rialto Wealth Management, LLC$4851
241Transamerica Financial Advisors, LLC$4031
242Investors Portfolio Services LLC$3961
243Bell Investment Advisors, Inc$2971
244GSA CAPITAL PARTNERS LLP$2241
245Vermillion Wealth Management, Inc.$2151
246HFM Investment Advisors, LLC$1881
247DekaBank Deutsche Girozentrale$1751
248KBC Group NV$1471
249TFC Financial Management, Inc.$1081
2503 FACTOR INDEXING, LLC$1081
251Employees Retirement System of Texas$381
252Capital Analysts, LLC$41
253Avion Wealth$01
254M&T BANK CORP$01
255VANGUARD GROUP INC$01
256STATE OF MICHIGAN RETIREMENT SYSTEM$01
257COMERICA BANK$01
258CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$01
259VIRGINIA RETIREMENT SYSTEMS ET Al$01
260CIBC WORLD MARKETS CORP$01
261ZACKS INVESTMENT MANAGEMENT$01
262KEYBANK NATIONAL ASSOCIATION/OH$01
263PROFUND ADVISORS LLC$01
264LAZARD ASSET MANAGEMENT LLC$01
265COUNTRY TRUST BANK$01
266JUPITER ASSET MANAGEMENT LTD$01
267CIBC Private Wealth Group LLC$01
268Mariner, LLC$01
269NORGES BANK$01
270PRELUDE CAPITAL MANAGEMENT, LLC$01
271SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$01
272IMC-Chicago, LLC$01
273Verition Fund Management LLC$01
274TWO SIGMA ADVISERS, LP$01
275Lombard Odier Asset Management (Europe) Ltd$01
276JANE STREET GROUP, LLC$01
277Connor, Clark & Lunn Investment Management Ltd.$01
278Avior Wealth Management, LLC$01
279Sequoia Financial Advisors, LLC$01
280Trexquant Investment LP$01
281McIlrath & Eck, LLC$01
282Mubadala Investment Co PJSC$01
283Global Retirement Partners, LLC$01
284Cynosure Group, LLC$01
285Ethic Inc.$01
286Brooklyn Investment Group$01
287CBIZ Investment Advisory Services, LLC$01
288Crawford Fund Management, LLC$01
289AlphaQuest LLC$01
290SageView Advisory Group, LLC$01
291Andina Capital Management, LLC$01
292RETIREMENT GUYS FORMULA LLC$01
293Dunhill Financial, LLC$01
294Perbak Capital Partners LLP$01
295Annis Gardner Whiting Capital Advisors, LLC$01
296Abel Hall, LLC$01
297Jain Global LLC$01
298Bayforest Capital Ltd$01
299OPTIMA CAPITAL LLC$01
Truncated by Public Filings. The published aggregate ranks the top 299 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 2 sell
Congress net ($ bound)−$28.0K to $28.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on OPCH

RETAINED WINDOW · ACTIVE HITS

Zero hits on OPCH in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for OPCH · financials and macro

Financials — as filed PLANNED

OPCH's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: OPCH on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing