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Omega Healthcare

622 hedge funds and large institutions have $8.01B invested in Omega Healthcare in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 159

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 599622 (+23)

3% more ownership

Funds ownership: 75.42%78.42% (+3%)

1% more capital invested

Capital invested by funds: $7.91B → $8.01B (+$108M)

22% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $58M

Holders
622
Holders Change
+23
Holders Change %
+3.84%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
85
Increased
281
Reduced
159
Closed
54
Calls
$45.1M
Puts
$58M
Net Calls
-$12.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
226
Wright Investors Service
Connecticut
$1.29M -$1.28M -32,097 -48%
MFG
227
Merit Financial Group
Georgia
$1.29M +$250K +6,258 +22%
GA
228
GoalVest Advisory
New York
$1.28M -$12.7K -319 -0.9%
GC
229
Guggenheim Capital
Illinois
$1.28M -$2.69M -67,424 -67%
MML Investors Services
230
MML Investors Services
Massachusetts
$1.26M +$115K +2,879 +9%
PRTG
231
Post Resch Tallon Group
New York
$1.25M +$1.32M +33,004 New
TKP
232
Tallon Kerry Patrick
$1.25M +$1.32M +33,004 New
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$1.24M +$52.3K +1,309 +4%
VOYA Investment Management
234
VOYA Investment Management
Georgia
$1.24M +$28.9K +722 +2%
PS
235
Principal Securities
Iowa
$1.23M +$9.15K +229 +0.7%
SF
236
Summit Financial
New Jersey
$1.23M +$78.9K +1,974 +6%
SOAMC
237
Spirit of America Management Corp
New York
$1.23M +$300K +7,500 +30%
RFM
238
Royal Fund Management
Florida
$1.21M -$1.14M -28,653 -47%
GCM
239
Greenland Capital Management
New York
$1.21M -$1.72M -43,000 -57%
BF
240
BOK Financial
Oklahoma
$1.21M +$6.51K +163 +0.5%
FRM
241
Fox Run Management
Connecticut
$1.19M +$1.25M +31,336 New
I
242
InceptionR
California
$1.18M +$649K +16,244 +109%
M&T Bank
243
M&T Bank
New York
$1.16M +$35.6K +892 +3%
NA
244
NewEdge Advisors
Louisiana
$1.12M +$209K +5,240 +22%
MGP
245
Metis Global Partners
California
$1.12M +$121K +3,017 +11%
SSWM
246
Sheets Smith Wealth Management
North Carolina
$1.11M -$121K -3,019 -9%
SIA
247
Strategic Investment Advisors
Michigan
$1.11M -$10.8K -271 -0.9%
LCM
248
Landscape Capital Management
New Jersey
$1.11M +$1.17M +29,294 New
CIA
249
Concurrent Investment Advisors
Florida
$1.11M +$91.7K +2,294 +9%
WCBA
250
Weaver C. Barksdale & Associates
Tennessee
$1.11M -$28.3K -709 -2%

OHI Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2024, worth a combined $8.01B — up 1.4% from $7.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OHI positions and 54 closed out — a net gain of 31 holders — while 281 added to existing stakes and 159 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $353M. The largest seller was Balyasny Asset Management, cutting an estimated $84.6M.

  • 622 institutional investors held Omega Healthcare (OHI) as of Q4 2024, up from 599 in Q3 2024.
  • Funds reported $8.01B of Omega Healthcare stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2024 and 54 closed out, a net change of +31 holders.
  • The largest Omega Healthcare buyer in Q4 2024 was Cohen & Steers, an estimated $353M added.
  • The largest Omega Healthcare seller in Q4 2024 was Balyasny Asset Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2024.