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Omega Healthcare

503 hedge funds and large institutions have $6.29B invested in Omega Healthcare in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $4.79B → $6.29B (+$1.5B)

14% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $46.1M

7% more funds holding

Funds holding: 470503 (+33)

5.85% more ownership

Funds ownership: 70.49%76.35% (+5.9%)

19% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 190

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
8.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
80
Increased
154
Reduced
190
Closed
42
Calls
$52.6M
Puts
$46.1M
Net Calls
+$6.52M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
226
Financial Engines Advisors
California
$821K +$10.6K +314 +1%
FI
227
FormulaFolio Investments
Michigan
$812K +$758K +22,361 New
BCM
228
Brookstone Capital Management
Illinois
$800K +$747K +22,038 New
Franklin Resources
229
Franklin Resources
California
$796K -$1.18M -34,703 -61%
CC
230
Cipher Capital
New York
$779K -$526K -15,537 -42%
TRCT
231
Tower Research Capital (TRC)
New York
$774K +$383K +11,292 +113%
FCCM
232
First City Capital Management
Georgia
$769K -$786K -23,207 -53%
WIS
233
Wright Investors Service
Connecticut
$736K +$22.7K +669 +3%
AA
234
ALPS Advisors
Colorado
$732K +$145K +4,281 +27%
Mercer Global Advisors
235
Mercer Global Advisors
Colorado
$725K +$9.15K +270 +1%
TD Asset Management
236
TD Asset Management
Ontario, Canada
$725K +$79.8K +2,354 +13%
PAG
237
Private Advisor Group
New Jersey
$713K +$49.1K +1,448 +8%
First Manhattan
238
First Manhattan
New York
$708K +$385K +11,375 +140%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$702K +$19.1K +563 +3%
JWM
240
Jeppson Wealth Management
California
$696K +$44.1K +1,300 +7%
KFS
241
Kaizen Financial Strategies
California
$690K +$644K +19,003 New
RC
242
Reik & Co
New York
$688K
JCIA
243
Jackson Creek Investment Advisors
Colorado
$683K -$2.51K -74 -0.4%
VCA
244
Verdence Capital Advisors
Maryland
$678K +$159K +4,689 +34%
QSS
245
Quantitative Systematic Strategies
Florida
$657K -$586K -17,306 -49%
CIBC Private Wealth Group
246
CIBC Private Wealth Group
Georgia
$650K
CGH
247
Crossmark Global Holdings
Texas
$648K -$22.7K -670 -4%
FWIA
248
Fort Washington Investment Advisors
Ohio
$639K +$6.78K +200 +1%
WWM
249
Western Wealth Management
Colorado
$625K +$3.42K +101 +0.6%
SIS
250
Sound Income Strategies
Florida
$620K +$527K +15,559 +1,022%

OHI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2020, worth a combined $6.29B — up 31% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new OHI positions and 42 closed out — a net gain of 38 holders — while 154 added to existing stakes and 190 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $271M. The largest seller was PGGM Investments, cutting an estimated $59.4M.

  • 503 institutional investors held Omega Healthcare (OHI) as of Q4 2020, up from 470 in Q3 2020.
  • Funds reported $6.29B of Omega Healthcare stock for Q4 2020, up 31% quarter-over-quarter.
  • 80 funds opened new Omega Healthcare positions in Q4 2020 and 42 closed out, a net change of +38 holders.
  • The largest Omega Healthcare buyer in Q4 2020 was Cohen & Steers, an estimated $271M added.
  • The largest Omega Healthcare seller in Q4 2020 was PGGM Investments, an estimated $59.4M sold.

Based on aggregated 13F filings for Q4 2020.