What smart money is saying about Option Care Health, Inc.
1 fund in our archive has pitched Option Care Health, Inc., most recently CDT Capital VNAV in October 2026.
Option Care Health, Inc. delivers infusion services to patients in their homes and other non-hospital settings throughout the United States. The company offers a broad spectrum of specialized infusion treatments, including therapies for various infections, management of heart failure, and comprehensive nutritional support (both intravenous and tube feeding) for individuals with acute or chronic conditions such as stroke, cancer, and digestive illnesses. They also provide immunoglobulin infusions for immune system deficiencies and treatments targeting chronic inflammatory disorders like Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, and ulcerative colitis. Furthermore, Option Care Health assists in managing the progression of neurological conditions such as amyotrophic lateral sclerosis (ALS) and Duchenne muscular dystrophy. They also administer infusion therapies for bleeding disorders and provide crucial support for women experiencing high-risk pregnancies. Other specialized infusion services encompass pain relief, chemotherapy, and respiratory care. Complementing these medical offerings, the company provides professional nursing services. Option Care Health, Inc. maintains its primary corporate office in Bannockburn, Illinois.
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Position history
Between Q2 2025 and Q4 2026, 4 fund letters reported a position in Option Care Health, Inc., with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2026 | 1 | 0 | 1 | 1 |
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
| Q2 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions · 2 moves
- ExitedCDT Capital VNAVOctober 2026
“Option Care Health, Inc. (OPCH). In a market that doesn’t pay attention to value, a company has one of two options.”
Option Care Health, Inc. - June 2026
“TOP DETRACTORS The largest detractor during the quarter was Option Care Health (OPCH). Option Care provides home and alternate-site infusion services for complex acute and chronic conditions, operating a national network of over 190 facilities that serve more than 315,000 patients annually. The stock declined due to ongoing issues related to a specialty drug, Stelara, as it was a significant contributor over time to their business and the move to a generic/biosimilar has created transition issues. Additionally, a more challenged competitive backdrop was cited by management. We have since exited the position.”
Option Care Health, Inc. - March 2026
“FUND MANAGEMENT TOP 10 HOLDINGS (%)* Option Care Health, Inc. 2.80 Ligand Pharmaceuticals, Inc.”
Option Care Health, Inc. - June 2025
“As a result of the discounted valuation and nimble management team we continue to see an attractive risk reward and maintain an investment in the company.”
Option Care Health, Inc.
Fund coverage · 1 thesis
- CDT Capital VNAVOctober 2026
Option Care Health provides ambulatory infusion services at scale, a rare healthcare efficiency, and was acquired at over 20x earnings after trading below 10x, validating its undervaluation.
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