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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
CBN
276
Cadence Bank NA
Texas
$440K -$29.7K -877 -7%
SAM
277
Shell Asset Management
Netherlands
$440K +$32.4K +956 +9%
Rockefeller Capital Management
278
Rockefeller Capital Management
New York
$439K -$16.5K -486 -4%
PA
279
Profund Advisors
Maryland
$438K -$124K -3,660 -23%
JF
280
Jump Financial
Illinois
$435K +$406K +11,987 New
CAN
281
Cetera Advisor Networks
California
$427K -$32.3K -952 -7%
NGA
282
Naples Global Advisors
Florida
$423K
MWC
283
MBM Wealth Consultants
Missouri
$422K -$14.5K -428 -4%
BHWM
284
Bay Harbor Wealth Management
Maryland
$422K +$28.7K +847 +8%
EH
285
Equitable Holdings
New York
$418K -$38.2K -1,126 -9%
VFA
286
Values First Advisors
Tennessee
$413K -$6.64K -196 -2%
AIA
287
Armor Investment Advisors
North Carolina
$412K +$37.3K +1,100 +11%
KMWM
288
Keudell/Morrison Wealth Management
Oregon
$405K
PAS
289
Park Avenue Securities
New York
$398K -$102K -2,996 -21%
KeyBank National Association
290
KeyBank National Association
Ohio
$396K -$6.51K -192 -2%
FC
291
FORA Capital
Florida
$388K +$362K +10,691 New
WA
292
WealthTrust Axiom
Pennsylvania
$381K
WAM
293
World Asset Management
Michigan
$376K -$7.66K -226 -2%
HEIP
294
Hudson Edge Investment Partners
New Jersey
$375K -$6.4K -189 -2%
ISL
295
Ingalls & Snyder LLC
New York
$371K -$61K -1,800 -15%
Group One Trading
296
Group One Trading
Illinois
$368K +$178K +5,260 +108%
CIAS
297
Capital Investment Advisory Services
North Carolina
$360K +$11.7K +346 +4%
TC
298
Truvestments Capital
Florida
$353K +$6K +177 +2%
Nordea Investment Management
299
Nordea Investment Management
Sweden
$352K
AAS
300
Avantax Advisory Services
Texas
$350K -$602K -17,769 -65%

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.