Option Care Health Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:MM6A Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
08 Nov 24	Buy€903,331	Harry M. Kraemer	Individual	43,000	€21.01
03 Sep 24	Sell€42,954	R. Pate	Individual	1,465	€29.32
22 Aug 24	Sell€1,314,969	Timothy Sullivan	Individual	47,249	€27.83
21 Aug 24	Sell€1,327,413	Elizabeth Betten	Individual	47,531	€27.93
28 Feb 24	Sell€58,097	Michael Bavaro	Individual	1,984	€29.28
26 Feb 24	Buy€1,017,991	Harry M. Kraemer	Individual	35,000	€29.09

Insider Trading Volume

Insider Buying: MM6A insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MM6A?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,067,114	0.627%
General Public	45,487,066	26.7%
Institutions	123,627,058	72.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 64.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.4%	BlackRock, Inc.	21,132,010	€464.0m	0%	0.01%
11.5%	The Vanguard Group, Inc.	19,626,205	€430.9m	0%	0.01%
10%	Wellington Management Group LLP	17,075,799	€374.9m	72.1%	0.06%
3.42%	Thrivent Investment Management Inc.	5,814,799	€127.7m	8.4%	0.24%
3.2%	FMR LLC	5,438,269	€119.4m	0%	0.01%
2.23%	Geode Capital Management, LLC	3,788,851	€83.2m	0.01%	0.01%
2.2%	Fuller & Thaler Asset Management, Inc.	3,744,528	€82.2m	0%	0.34%
2%	State Street Global Advisors, Inc.	3,403,290	€74.7m	8.73%	no data
1.86%	UBS Asset Management AG	3,172,146	€69.7m	0.49%	0.01%
1.72%	Dimensional Fund Advisors LP	2,933,780	€64.4m	0.04%	0.01%
1.45%	Westfield Capital Management Company, L.P.	2,475,470	€54.4m	5.75%	0.24%
1.45%	T. Rowe Price Group, Inc.	2,469,794	€54.2m	0.13%	no data
1.38%	Charles Schwab Investment Management, Inc.	2,355,191	€51.7m	-0.14%	0.01%
1.24%	Massachusetts Financial Services Company	2,104,382	€46.2m	5.11%	0.01%
1.22%	Norges Bank Investment Management	2,072,483	€45.5m	0%	no data
1.22%	Eaton Vance Management	2,071,096	€45.5m	-1.28%	0.01%
1.15%	Bellevue Asset Management AG	1,952,725	€42.9m	0%	0.55%
0.71%	Victory Capital Management Inc.	1,210,048	€26.6m	1.24%	0.03%
0.64%	Hood River Capital Management LLC	1,093,676	€24.0m	18.9%	0.38%
0.63%	Schroder Investment Management North America Inc.	1,073,745	€23.6m	0%	0.08%
0.63%	Invesco Ltd.	1,073,276	€23.6m	-0.58%	0.01%
0.61%	American Century Investment Management Inc	1,034,466	€22.7m	0%	0.01%
0.54%	Manulife Asset Management	925,189	€20.3m	-7.47%	0.02%
0.53%	Assenagon Asset Management S.A.	895,190	€19.7m	0%	0.04%
0.46%	Fort Washington Investment Advisors, Inc.	774,391	€17.0m	31.5%	0.11%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 11:50
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Option Care Health, Inc. is covered by 13 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Ishan Majumdar	Baptista Research
Michael Petusky	Barrington Research Associates, Inc.
Joanna Sylvia Gajuk	BofA Global Research