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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
EMPI
251
Elo Mutual Pension Insurance
Finland
$586K +$547K +16,137 New
MOS
252
MGO One Seven
Ohio
$582K -$68.3K -2,015 -11%
DLG
253
Daniel L. Goodwin
$582K -$67.8K -2,000 -11%
M&T Bank
254
M&T Bank
New York
$580K -$93.2K -2,749 -15%
FIM
255
Freedom Investment Management
Connecticut
$580K +$541K +15,977 New
SFP
256
Shepherd Financial Partners
Massachusetts
$578K
PAM
257
Panagora Asset Management
Massachusetts
$570K +$65K +1,917 +14%
VF
258
Virtu Financial
New York
$568K +$530K +15,645 New
UCFA
259
United Capital Financial Advisors
Texas
$529K -$169K -4,997 -26%
VFA
260
Voya Financial Advisors
Connecticut
$504K -$14.3K -422 -3%
TC
261
TownSquare Capital
Utah
$499K +$466K +13,751 New
HAG
262
HighPoint Advisor Group
Illinois
$498K +$460K +13,583 New
TLP
263
Trinity Legacy Partners
Texas
$488K +$21K +620 +5%
AWA
264
Aaron Wealth Advisors
Illinois
$488K +$456K +13,453 New
OIA
265
OneDigital Investment Advisors
Kansas
$476K
CI Investments Inc
266
CI Investments Inc
Ontario, Canada
$474K -$129K -3,796 -23%
MIAN
267
Mariner Independent Advisor Network
Kansas
$471K +$40.3K +1,189 +10%
OAM
268
Oppenheimer Asset Management
New York
$470K +$438K +12,938 New
QI
269
QS Investors
New York
$469K -$2.89M -85,387 -87%
Simplex Trading
270
Simplex Trading
Illinois
$466K -$59.2K -1,747 -12%
PA
271
PSI Advisors
Florida
$464K
LIA
272
LS Investment Advisors
Michigan
$464K +$9.18K +271 +2%
SCM
273
Shelton Capital Management
Colorado
$462K
JIC
274
Johnson Investment Counsel
Ohio
$448K
GWM
275
Geneos Wealth Management
Colorado
$444K +$610K +18,012 +141%

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.