We are live on ! Find out more
OHI icon

Omega Healthcare

480 hedge funds and large institutions have $5.54B invested in Omega Healthcare in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 45

18% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 147

14% more capital invested

Capital invested by funds: $4.87B → $5.54B (+$671M)

5% more funds holding

Funds holding: 459480 (+21)

2% more ownership

Funds ownership: 69.17%71.17% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

27% less call options, than puts

Call options by funds: $52.3M | Put options by funds: $71.9M

Holders
480
Holders Change
+21
Holders Change %
+4.58%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
70
Increased
174
Reduced
147
Closed
45
Calls
$52.3M
Puts
$71.9M
Net Calls
-$19.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
226
Keudell/Morrison Wealth Management
Oregon
$676K +$657K +17,731 New
SG Americas Securities
227
SG Americas Securities
New York
$675K -$577K -15,551 -47%
CFGS
228
Concourse Financial Group Securities
Alabama
$669K +$41.7K +1,124 +7%
RC
229
Reik & Co
New York
$668K
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$650K -$1.1M -29,798 -64%
FFN
231
Focus Financial Network
Minnesota
$632K +$614K +16,566 New
Simplex Trading
232
Simplex Trading
Illinois
$614K +$590K +15,915 +7,958%
CG
233
Colony Group
Massachusetts
$596K +$82K +2,212 +17%
WWM
234
Western Wealth Management
Colorado
$579K +$315K +8,503 +126%
EAM
235
Eagle Asset Management
Florida
$576K +$560K +15,116 New
PAWC
236
P.A.W. Capital
Connecticut
$572K -$74.2K -2,000 -12%
QI
237
QS Investors
New York
$571K -$101K -2,716 -15%
MWC
238
MBM Wealth Consultants
Missouri
$565K +$4.08K +110 +0.7%
DADC
239
D.A. Davidson & Co
Montana
$565K +$91.8K +2,476 +20%
NAM
240
Nissay Asset Management
Japan
$562K +$32.2K +869 +6%
VI
241
Versor Investments
New York
$551K -$337K -9,100 -39%
SWM
242
Selective Wealth Management
Virginia
$551K +$536K +14,455 New
VIA
243
Vident Investment Advisory
Georgia
$549K -$128K -3,446 -19%
NAM
244
NorthCoast Asset Management
Connecticut
$549K
PI
245
Putnam Investments
Massachusetts
$533K -$45.9K -1,239 -8%
BHWM
246
Bar Harbor Wealth Management
New Hampshire
$533K +$7.9K +213 +2%
SP
247
Symmetry Partners
Connecticut
$531K +$296K +7,973 +134%
RIM
248
Redpoint Investment Management
Australia
$530K
M&T Bank
249
M&T Bank
New York
$524K -$8.34K -225 -2%
William Blair & Company
250
William Blair & Company
Illinois
$522K -$374K -10,093 -42%

OHI Hedge Fund Activity: Q1 2019 in Review

480 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2019, worth a combined $5.54B — up 14% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new OHI positions and 45 closed out — a net gain of 25 holders — while 174 added to existing stakes and 147 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $108M. The largest seller was Two Sigma Investments, cutting an estimated $47.6M.

  • 480 institutional investors held Omega Healthcare (OHI) as of Q1 2019, up from 459 in Q4 2018.
  • Funds reported $5.54B of Omega Healthcare stock for Q1 2019, up 14% quarter-over-quarter.
  • 70 funds opened new Omega Healthcare positions in Q1 2019 and 45 closed out, a net change of +25 holders.
  • The largest Omega Healthcare buyer in Q1 2019 was Zimmer Partners, an estimated $108M added.
  • The largest Omega Healthcare seller in Q1 2019 was Two Sigma Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2019.