Omega Healthcare
310 hedge funds and large institutions have $2.85B invested in Omega Healthcare in 2013 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 132 increasing their positions, 91 reducing their positions, and 31 closing their positions.
65% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 31
46% more call options, than puts
Call options by funds: $13.8M | Put options by funds: $9.45M
45% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 91
6% more funds holding
Funds holding: 292 → 310 (+18)
1.63% more ownership
Funds ownership: 76.66% → 78.3% (+1.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
71% less capital invested
Capital invested by funds: $9.83B → $2.85B (-$6.97B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$99.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$23.2M |
| 3 |
Barclays
London,
United Kingdom
|
+$14M |
| 4 |
DIA
Dana Investment Advisors
Waukesha,
Wisconsin
|
+$13.1M |
| 5 |
Neuberger Berman Group
New York
|
+$12.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.5M |
| 2 |
Renaissance Technologies
New York
|
-$16.2M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.4M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$11.2M |
| 5 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$8.41M |
OHI Hedge Fund Activity: Q4 2013 in Review
310 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2013, worth a combined $2.85B — down 71% from $9.83B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new OHI positions and 31 closed out — a net gain of 20 holders — while 132 added to existing stakes and 91 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $99.1M. The largest seller was AllianceBernstein, cutting an estimated $21.5M.
- 310 institutional investors held Omega Healthcare (OHI) as of Q4 2013, up from 292 in Q3 2013.
- Funds reported $2.85B of Omega Healthcare stock for Q4 2013, down 71% quarter-over-quarter.
- 51 funds opened new Omega Healthcare positions in Q4 2013 and 31 closed out, a net change of +20 holders.
- The largest Omega Healthcare buyer in Q4 2013 was Cohen & Steers, an estimated $99.1M added.
- The largest Omega Healthcare seller in Q4 2013 was AllianceBernstein, an estimated $21.5M sold.
Based on aggregated 13F filings for Q4 2013.