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Omega Healthcare

565 hedge funds and large institutions have $5.86B invested in Omega Healthcare in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 171 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.5M

26% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 171

15% more capital invested

Capital invested by funds: $5.11B → $5.86B (+$751M)

8% more funds holding

Funds holding: 525565 (+40)

3.31% more ownership

Funds ownership: 65.99%69.3% (+3.3%)

Holders
565
Holders Change
+40
Holders Change %
+7.62%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
89
Increased
215
Reduced
171
Closed
42
Calls
$74.4M
Puts
$55.5M
Net Calls
+$18.9M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
276
Wedbush Securities
California
$680K +$37.2K +1,182 +6%
SAM
277
Securian Asset Management
Minnesota
$675K -$14.6K -463 -2%
MGP
278
Metis Global Partners
California
$672K +$85.6K +2,719 +16%
USAA
279
United Services Automobile Association
Texas
$667K +$61.1K +1,940 +11%
CBOR
280
Community Bank of Raymore
Missouri
$659K +$84.7K +2,690 +16%
ICM
281
Islay Capital Management
Texas
$644K +$149K +4,718 +33%
MSRPS
282
Maryland State Retirement & Pension System
Maryland
$637K
VFA
283
Values First Advisors
Tennessee
$635K +$8.32K +264 +1%
LBWM
284
Left Brain Wealth Management
Illinois
$632K +$58.3K +1,850 +11%
TI
285
TrueMark Investments
Illinois
$616K +$567K +17,988 New
WWM
286
Western Wealth Management
Colorado
$614K -$13.1K -417 -2%
SPA
287
Sherbrooke Park Advisers
New York
$613K -$120K -3,816 -18%
TI
288
Tidal Investments
Wisconsin
$611K +$111K +3,508 +24%
BIA
289
Beacon Investment Advisors
Maryland
$607K +$558K +17,716 New
CWM
290
C2C Wealth Management
Arizona
$593K
JFG
291
Jefferies Financial Group
New York
$590K +$542K +17,217 New
DM
292
Deerfield Management
New York
$588K +$232K +7,366 +75%
SIC
293
Samalin Investment Counsel
New York
$577K +$27.3K +867 +5%
CGH
294
Crossmark Global Holdings
Texas
$563K -$65.5K -2,080 -11%
GRP
295
Global Retirement Partners
California
$563K +$2.46K +78 +0.5%
TRCT
296
Tower Research Capital (TRC)
New York
$558K +$102K +3,232 +25%
PIA
297
Pinion Investment Advisors
Kansas
$555K +$54.7K +1,738 +12%
BFWM
298
Bright Futures Wealth Management
New York
$554K -$10.5K -332 -2%
TSS
299
Two Sigma Securities
New York
$551K +$507K +16,095 New
SFP
300
Shepherd Financial Partners
Massachusetts
$545K

OHI Hedge Fund Activity: Q2 2024 in Review

565 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2024, worth a combined $5.86B — up 15% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OHI positions and 42 closed out — a net gain of 47 holders — while 215 added to existing stakes and 171 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $110M. The largest seller was UBS AM, cutting an estimated $30.6M.

  • 565 institutional investors held Omega Healthcare (OHI) as of Q2 2024, up from 525 in Q1 2024.
  • Funds reported $5.86B of Omega Healthcare stock for Q2 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Omega Healthcare positions in Q2 2024 and 42 closed out, a net change of +47 holders.
  • The largest Omega Healthcare buyer in Q2 2024 was Cohen & Steers, an estimated $110M added.
  • The largest Omega Healthcare seller in Q2 2024 was UBS AM, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.