What smart money is saying about Option Care Health, Inc.
OPCH
No fund has written a full thesis on Option Care Health, Inc. in our archive, but 2 fund letters report a position in it — most recently Buffalo funds Small Cap Growth Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q1 2026 and Q2 2026, 2 fund letters reported a position in Option Care Health, Inc. — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- 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.
Read the letters behind these Option Care Health, Inc. positions
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