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Omega Healthcare

599 hedge funds and large institutions have $7.91B invested in Omega Healthcare in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 241 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 52

71% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $44.6M

43% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 168

35% more capital invested

Capital invested by funds: $5.86B → $7.91B (+$2.04B)

6.12% more ownership

Funds ownership: 69.3%75.42% (+6.1%)

6% more funds holding

Funds holding: 565599 (+34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
599
Holders Change
+34
Holders Change %
+6.02%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
95
Increased
241
Reduced
168
Closed
52
Calls
$76.3M
Puts
$44.6M
Net Calls
+$31.7M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
226
Principal Securities
Iowa
$1.32M +$47K +1,242 +4%
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$1.31M +$235K +6,199 +24%
VOYA Investment Management
228
VOYA Investment Management
Georgia
$1.31M -$10.8M -284,789 -90%
BF
229
BOK Financial
Oklahoma
$1.3M +$3.1K +82 +0.3%
IEFM
230
IQ EQ Fund Management
Ireland
$1.3M -$511K -13,508 -30%
Natixis Advisors
231
Natixis Advisors
Massachusetts
$1.29M +$12.5K +331 +1%
SG Americas Securities
232
SG Americas Securities
New York
$1.29M +$1.2M +31,635 New
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$1.28M +$19.9K +526 +2%
SF
234
Summit Financial
New Jersey
$1.25M +$16.5K +435 +1%
MML Investors Services
235
MML Investors Services
Massachusetts
$1.24M +$173K +4,576 +18%
WCBA
236
Weaver C. Barksdale & Associates
Tennessee
$1.22M -$41.9K -1,108 -4%
IIM
237
INTECH Investment Management
Florida
$1.22M -$1.2M -31,589 -51%
M&T Bank
238
M&T Bank
New York
$1.21M +$13.9K +367 +1%
KAS
239
Kestra Advisory Services
Texas
$1.21M -$1.78M -47,146 -61%
SIA
240
Strategic Investment Advisors
Michigan
$1.21M +$39.6K +1,048 +4%
X
241
Xponance
Pennsylvania
$1.2M +$31.6K +834 +3%
HAG
242
HighPoint Advisor Group
Illinois
$1.19M -$94K -2,484 -8%
VA
243
Vident Advisory
Georgia
$1.19M +$39.4K +1,042 +4%
RLWM
244
RF&L Wealth Management
Massachusetts
$1.18M
TAM
245
Todd Asset Management
Kentucky
$1.17M
NYLIM
246
New York Life Investment Management
New York
$1.15M -$61.2K -1,617 -5%
PAG
247
Private Advisor Group
New Jersey
$1.14M +$62.9K +1,662 +6%
MFG
248
Merit Financial Group
Georgia
$1.13M -$423K -11,168 -29%
TC
249
TownSquare Capital
Utah
$1.13M +$132K +3,487 +14%
CIA
250
Concurrent Investment Advisors
Florida
$1.1M +$137K +3,632 +16%

OHI Hedge Fund Activity: Q3 2024 in Review

599 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2024, worth a combined $7.91B — up 35% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new OHI positions and 52 closed out — a net gain of 43 holders — while 241 added to existing stakes and 168 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $526M. The largest seller was Citadel Advisors, cutting an estimated $24.9M.

  • 599 institutional investors held Omega Healthcare (OHI) as of Q3 2024, up from 565 in Q2 2024.
  • Funds reported $7.91B of Omega Healthcare stock for Q3 2024, up 35% quarter-over-quarter.
  • 95 funds opened new Omega Healthcare positions in Q3 2024 and 52 closed out, a net change of +43 holders.
  • The largest Omega Healthcare buyer in Q3 2024 was Cohen & Steers, an estimated $526M added.
  • The largest Omega Healthcare seller in Q3 2024 was Citadel Advisors, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2024.