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SecurityTRHC / Tabula Rasa HealthCare, Inc. (873379101)
Institutional Owners138
Institutional Shares15,219,184 - 76.07%
Common Shares Outstanding20,006,071 shares (as of 2018-03-31)
Institutional Value$ 13,241,958,000 USD

Institutional Stock Ownership and Shareholders()

TRHC / Tabula Rasa HealthCare, Inc. Institutional Ownership

Tabula Rasa HealthCare, Inc. (NASDAQ:TRHC) has 138 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 15,219,184 shares. Largest shareholders include Radius Venture Partners III, LLC, BlackRock Inc., Capital Research Global Investors, Hood River Capital Management LLC, Ranger Investment Management, L.P., Vanguard Group Inc, Jennison Associates Llc, Wellington Management Group LLP, NN Investment Partners Holdings N.V., and Emerald Advisers Inc/pa.
Tabula Rasa HealthCare, Inc. (NASDAQ:TRHC) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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<a href="https://fintel.io/so/us/trhc"><img src="https://images.fintel.io/us-trhc-so.png" alt="TRHC / Tabula Rasa HealthCare, Inc. Institutional Ownership"><a>

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-07-19 13F-HR MYCIO WEALTH PARTNERS, LLC 23,401 1,494
2018-05-15 13F-HR CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15,215 18,545 21.89 427 720 68.62
2018-04-25 13F-HR Argyle Capital Management Inc. 19,366 751
2018-05-09 13F-HR BAMCO INC /NY/ 55,000 2,134
2018-05-11 13F-HR CITADEL ADVISORS LLC 6,023 234
2018-05-15 13F-HR MEITAV DASH INVESTMENTS LTD 72,000 36,000 -50.00 2,044 1,402 -31.41
2018-05-15 13F-HR PERCEPTIVE ADVISORS LLC 14,663 569
2018-04-11 13F-HR Taylor Wealth Management Partners 170,520 144,282 -15.39 4,783 5,598 17.04
2017-02-10 13F-HR BlackRock Institutional Trust Company, N.A. 4,086 61
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 1 0 -100.00 0 0
2018-05-03 13F-HR MEEDER ASSET MANAGEMENT INC 21 67 219.05 0 2
2018-05-14 13F-HR TIAA CREF INVESTMENT MANAGEMENT LLC 25,255 26,074 3.24 708 1,012 42.94
2018-05-15 13F-HR WADDELL & REED FINANCIAL INC 357,911 285,911 -20.12 10,040 11,093 10.49
2018-05-14 13F-HR CT Mason 4,715 183
2018-05-11 13F-HR GSA CAPITAL PARTNERS LLP 9,656 0 -100.00 271 0 -100.00
2018-05-15 13F-HR FORMULA GROWTH LTD 40,000 40,000 0.00 1,122 1,552 38.32
2018-05-15 13F-HR UBS Group AG 2,173 32,676 1,403.73 61 1,268 1,978.69
2018-05-07 13F-HR SCHWAB CHARLES INVESTMENT MANAGEMENT INC 17,000 24,900 46.47 477 967 102.73
2018-05-09 13F-HR Bellevue Group AG 58,000 58,000 0.00 1,627 2,250 38.29
2018-05-15 13F-HR Lebenthal Lisanti Capital Growth, LLC 24,645 47,405 92.35 691 1,839 166.14
2018-07-18 13F-HR Louisiana State Employees Retirement System 5,800 6,100 5.17 225 389 72.89
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 3,135 122
2017-02-14 SC 13G Radius Venture Partners III, LLC 1,842,301
2018-05-04 13F-HR D.A. DAVIDSON & CO. 11,176 434
2018-07-19 13F-HR HUNTINGTON NATIONAL BANK 670 43
2018-05-15 13F-HR Capital Research Global Investors 1,400,800 54,351
2018-05-14 13F-HR Royce & Associates LLC 50,000 50,000 0.00 1,403 1,940 38.28
2018-05-11 13F-HR CITIGROUP INC 974 1,743 78.95 27 68 151.85
2018-05-08 13F-HR LS Investment Advisors, LLC 1,310 51
2018-05-15 13F-HR BARCLAYS PLC 7,552 6,619 -12.35 212 257 21.23
2018-05-15 13F-HR GEODE CAPITAL MANAGEMENT, LLC 109,260 120,586 10.37 3,064 4,678 52.68
2018-05-15 13F-HR METROPOLITAN LIFE INSURANCE CO/NY 3,527 3,527 0.00 99 136,848 138,130.30
2018-05-15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 7,844 9,297 18.52 220 360 63.64
2018-05-11 13F-HR OPPENHEIMER FUNDS INC 11,936 463
2018-05-11 13F-HR Quantbot Technologies LP 1,799 69
2017-02-10 13F-HR BlackRock Fund Advisors 145,429 2,179
2018-05-04 13F-HR PRUDENTIAL FINANCIAL INC 21,860 848
2018-05-14 13F-HR CADENCE CAPITAL MANAGEMENT LLC 21,680 46,249 113.33 608 1,794 195.07
2018-05-14 13F-HR MACKENZIE FINANCIAL CORP 7,595 295
2018-05-14 13F-HR ALLIANCEBERNSTEIN L.P. 5,600 217
2018-05-14 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 31,899 32,308 1.28 895 1,254 40.11
2018-05-07 13F-HR Hood River Capital Management LLC 883,290 893,843 1.19 24,776 34,681 39.98
2018-04-20 13F-HR BB&T CORP 9,684 376
2018-05-15 13F-HR GUGGENHEIM CAPITAL LLC 5,288 205
2018-05-15 13F-HR CREDIT SUISSE AG/ 5,415 210
2018-05-10 13F-HR PUBLIC SECTOR PENSION INVESTMENT BOARD 8,500 330
2018-05-15 13F-HR Squarepoint Ops LLC 12,586 0 -100.00 353 0 -100.00
2018-05-14 13F-HR MASON STREET ADVISORS, LLC 3,585 139
2018-05-15 13F-HR BlueCrest Capital Management Ltd 8,432 17,600 108.73 237 683 188.19
2018-05-11 13F-HR Timpani Capital Management LLC 11,105 431
2018-05-11 13F-HR TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 1,400 54
2018-05-08 13F-HR O'SHAUGHNESSY ASSET MANAGEMENT, LLC 11,678 11,637 -0.35 328 452 37.80
2017-02-10 13F-HR BlackRock Advisors LLC 2,225 33
2018-05-15 13F-HR Advisor Group, Inc. 600 23
2018-05-15 13F-HR Ranger Investment Management, L.P. 777,341 810,949 4.32 21,804 31,465 44.31
2018-05-15 13F-HR PANAGORA ASSET MANAGEMENT INC 37,064 35,842 -3.30 1,040 1,391 33.75
2018-05-01 13F-HR BRAUN STACEY ASSOCIATES INC 100,695 3,907
2018-05-15 13F-HR DEUTSCHE BANK AG\ 21,293 27,380 28.59 596 1,061 78.02
2018-05-23 13F-HR/A Allianz Asset Management AG 194,604 206,782 6.26 5,459 8,023 46.97
2018-05-10 13F-HR NEW YORK STATE COMMON RETIREMENT FUND 10,000 10,000 0.00 281 388 38.08
2018-05-14 13F-HR Bollard Group LLC 54,925 2,131
2018-05-15 13F-HR OXFORD ASSET MANAGEMENT 32,691 1,268
2018-05-15 13F-HR FRIESS ASSOCIATES LLC 295,068 48,966 -83.41 8,277 1,900 -77.04
2018-04-20 13F-HR TEXAS PERMANENT SCHOOL FUND 8,630 335
2018-05-14 13F-HR KOCH INDUSTRIES INC 6,283 244
2018-06-04 13F-HR Eam Global Investors Llc 41,039 41,039 0.00 1,151 1,592 38.31
2018-07-12 13F-HR NN Investment Partners Holdings N.V. 461,196 29,439
2018-04-20 13F-HR STRS OHIO 4,900 21,000 328.57 137 814 494.16
2018-05-02 13F-HR THOMPSON DAVIS & CO., INC. 150 6
2018-05-15 13F-HR Polar Capital LLP 100,900 3,915
2018-05-02 13F-HR Intrinsic Edge Capital Management LLC 0 95,000 0 3,686
2018-05-14 13F-HR Stone Ridge Asset Management LLC 15,450 15,450 0.00 433 599 38.34
2018-05-08 13F-HR THRIVENT FINANCIAL FOR LUTHERANS 8,640 335
2018-05-04 13F-HR Granite Investment Partners, LLC 28,656 10,246 -64.24 804 397 -50.62
2018-05-15 13F-HR Metlife Investment Advisors, Llc 4,962 4,962 0.00 139 193 38.85
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 21,500 32,755 52.35 308 1,271 312.66
2018-04-20 13F-HR JENNISON ASSOCIATES LLC 412,387 585,153 41.89 11,567 22,704 96.28
2018-05-14 13F-HR EAM Investors, LLC 137,549 143,041 3.99 3,858 5,550 43.86
2018-05-07 13F-HR AMERICAN INTERNATIONAL GROUP INC 6,502 7,784 19.72 182 302 65.93
2018-05-01 13F-HR NEW YORK STATE TEACHERS RETIREMENT SYSTEM 4,695 182
2018-07-19 13F-HR Municipal Employees' Retirement System of Michigan 3,840 245
2018-05-02 13F-HR WASATCH ADVISORS INC 199,448 183,227 -8.13 5,595 7,109 27.06
2018-05-15 13F-HR Marshall Wace LLP 11,391 7,700 -32.40 320 299 -6.56
2018-04-26 13F-HR EMERALD ADVISERS INC/PA 390,582 378,628 -3.06 10,956 14,691 34.09
2018-05-15 13F-HR Venator Capital Management Ltd. 223,462 122,552 -45.16 6,268 4,755 -24.14
2018-05-14 13F-HR Pier Capital, LLC 206,905 151,318 -26.87 5,804 5,871 1.15
2018-05-14 13F-HR NICHOLAS CO INC /WI 23,020 893
2018-05-14 13F-HR NEXT CENTURY GROWTH INVESTORS LLC 89,719 86,805 -3.25 2,516 3,368 33.86
2018-05-14 13F-HR TEACHERS ADVISORS INC 16,500 19,622 18.92 463 761 64.36
2018-04-24 13F-HR YOUNGS ADVISORY GROUP, INC. 38,498 1,494
2018-05-10 13F-HR GREAT WEST LIFE ASSURANCE CO /CAN/ 15,940 618
2018-07-10 13F-HR CIM, LLC 3,390 216
2018-04-26 13F-HR EMERALD MUTUAL FUND ADVISERS TRUST 242,543 242,543 0.00 6,803 9,411 38.34
2018-05-14 13F-HR UBS ASSET MANAGEMENT AMERICAS INC 340,774 321,953 -5.52 9,558,711 12,491,777 30.68
2018-05-11 13F-HR Russell Investments Group, Ltd. 0 17,316 0 672
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1,428 0 -100.00 40 0 -100.00
2018-05-14 13F-HR Quadrant Private Wealth Management, Llc 20,300 23,612 16.32 569 916 60.98
2018-04-16 13F-HR FINANCIAL CONSULATE, INC 8,295 8,295 0.00 233 322 38.20
2018-05-15 13F-HR Tower Research Capital LLC (TRC) 845 6,946 722.01 24 270 1,025.00
2018-07-17 13F-HR BERKSHIRE ASSET MANAGEMENT LLC/PA 5,787 5,787 0.00 225 369 64.00
2018-05-15 13F-HR Ameritas Investment Partners, Inc. 799 799 0.00 22 31 40.91
2018-04-26 13F-HR JFS WEALTH ADVISORS, LLC 100 4
2018-05-14 13F-HR Renaissance Technologies LLC 86,700 43,900 -49.37 2,432 1,703 -29.98
2018-05-15 13F-HR DRIEHAUS CAPITAL MANAGEMENT LLC 25,448 100,062 293.20 714 3,882 443.70
2018-05-09 13F-HR Tygh Capital Management, Inc. 70,347 2,729
2018-05-15 13F-HR VANGUARD GROUP INC 562,205 701,803 24.83 15,770 27,230 72.67
2018-05-15 13F-HR Wellington Management Group LLP 629,692 506,492 -19.57 17,663 19,652 11.26
2018-07-18 13F-HR Fny Investment Advisers, Llc 56 3
2018-05-15 13F-HR Gotham Asset Management, LLC 6,788 263
2018-05-03 13F-HR SG Americas Securities, LLC 5,300 206
2018-04-09 13F-HR PARADIGM CAPITAL MANAGEMENT INC/NY 82,400 80,400 -2.43 2,311 3,120 35.01
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 16,100 17,743 10.20 452 689 52.43
2018-05-11 13F-HR BNP PARIBAS ARBITRAGE, SA 2,057 2,404 16.87 57,699 93,275 61.66
2018-05-09 13F-HR BlackRock Inc. 425,027 1,634,528 284.57 11,922 63,419 431.95
2018-05-14 13F-HR OSTERWEIS CAPITAL MANAGEMENT INC 82,425 3,198
2018-05-15 13F-HR Marshall Wace North America L.P. 383,235 9,957 -97.40 10,749 386 -96.41
2018-05-10 13F-HR JP Morgan Chase & Co 62,516 93,869 50.15 1,753 3,642 107.76
2018-05-14 13F-HR/A CITADEL ADVISORS LLC 12,172 6,023 -50.52 341 234 -31.38
2018-05-09 13F-HR NORTHERN TRUST CORP 110,295 149,391 35.45 3,094 5,797 87.36
2018-07-13 13F-HR MCKINLEY CAPITAL MANAGEMENT LLC /DELAWARE 1,515 2,431 60.46 58 155 167.24
2018-05-15 13F-HR Invesco Ltd. 81,910 42,650 -47.93 2,298 1,655 -27.98
2018-05-10 13F-HR CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 21,902 17,968 -17.96 614 697 13.52
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 43,505 32,971 -24.21 1,220 1,279 4.84
2018-05-17 13F-HR Legal & General Group Plc 2,419 25,032 934.81 69 980 1,320.29
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 33,425 35,269 5.52 938 1,368 45.84
2018-05-14 13F-HR CASTLEARK MANAGEMENT LLC 227,926 205,296 -9.93 6,393 7,965 24.59
2018-05-15 13F-HR AQR CAPITAL MANAGEMENT LLC 78,108 3,031
2018-05-15 13F-HR STATE STREET CORP 123,642 277,898 124.76 3,468 10,786 211.01
2017-02-10 13F-HR BlackRock Investment Management, LLC 901 13
2018-05-14 13F-HR Laurion Capital Management LP 48,203 0 -100.00 1,352 0 -100.00
2018-05-14 13F-HR MORGAN STANLEY 28,952 49,014 69.29 813 1,902 133.95
2018-05-15 13F-HR DSC Advisors, L.P. 80,000 80,000 0.00 2,244 3,104 38.32
2018-05-15 13F-HR SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC 160,000 100,000 -37.50 4,488 3,880 -13.55
2018-07-10 13F-HR State of Alaska, Department of Revenue 1,210 4,450 267.77 46 284 517.39
2018-05-11 13F-HR MACQUARIE GROUP LTD 26,302 26,894 2.25 738 1,043 41.33
2017-11-09 13F-HR TFS CAPITAL LLC 11,693 0 -100.00 176 0 -100.00
2017-01-18 13F-HR WALL STREET ASSOCIATES 150,000 85,133 -43.24 2,148 1,275 -40.64
2018-05-15 13F-HR MILLENNIUM MANAGEMENT LLC 9,600 28,778 199.77 269 1,117 315.24
2018-05-14 13F-HR BROWN BROTHERS HARRIMAN & CO 9,716 4,716 -51.46 273 183 -32.97
2018-07-12 13F-HR PEREGRINE CAPITAL MANAGEMENT LLC 309,613 263,273 -14.97 12,013 16,805 39.89
2018-07-13 13F-HR BANK OF MONTREAL /CAN/ 363 806 122.04 14 51 264.29
2018-05-15 13F-HR Bank of New York Mellon Corp 66,295 159,555 140.67 1,860 6,191 232.85
2018-05-15 13F-HR BRIDGEWAY CAPITAL MANAGEMENT INC 46,800 36,800 -21.37 1,313 1,428 8.76
2018-05-02 13F-HR RHUMBLINE ADVISERS 7,778 26,847 245.17 218 1,042 377.98
2018-05-15 13F-HR BLAIR WILLIAM & CO/IL 19,200 43,825 128.26 539 1,700 215.40

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CUSIP: 873379101