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Omega Healthcare

599 hedge funds and large institutions have $7.91B invested in Omega Healthcare in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 241 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 52

71% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $44.6M

43% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 168

35% more capital invested

Capital invested by funds: $5.86B → $7.91B (+$2.04B)

6.12% more ownership

Funds ownership: 69.3%75.42% (+6.1%)

6% more funds holding

Funds holding: 565599 (+34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
599
Holders Change
+34
Holders Change %
+6.02%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
95
Increased
241
Reduced
168
Closed
52
Calls
$76.3M
Puts
$44.6M
Net Calls
+$31.7M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
276
Globeflex Capital
California
$905K +$842K +22,244 New
Truist Financial
277
Truist Financial
North Carolina
$898K -$6.21K -164 -0.7%
ACM
278
Aster Capital Management
United Arab Emirates
$887K +$825K +21,805 New
TIM
279
Thompson Investment Management
Wisconsin
$883K -$25.4K -671 -3%
HWAM
280
Hennion & Walsh Asset Management
New Jersey
$879K +$1.97K +52 +0.2%
SIC
281
Samalin Investment Counsel
New York
$866K +$167K +4,413 +26%
SQA
282
Simon Quick Advisors
New Jersey
$864K +$492 +13 +0.1%
EAM
283
Eukles Asset Management
Ohio
$850K +$3.52K +93 +0.4%
Kovitz Investment Group Partners
284
Kovitz Investment Group Partners
Illinois
$844K -$60.5K -1,600 -7%
SPC
285
Sigma Planning Corp
Michigan
$836K -$59K -1,560 -7%
SAM
286
Securian Asset Management
Minnesota
$816K +$12.9K +341 +2%
CB
287
Cadence Bank
Mississippi
$812K -$22.9K -606 -3%
LBWM
288
Left Brain Wealth Management
Illinois
$796K +$42.4K +1,120 +6%
WS
289
Wedbush Securities
California
$792K -$14.3K -379 -2%
Focus Partners Wealth
290
Focus Partners Wealth
Massachusetts
$791K -$251K -6,629 -25%
ICM
291
Islay Capital Management
Texas
$765K
FF
292
Friedenthal Financial
New Jersey
$761K +$707K +18,697 New
ETC
293
Exchange Traded Concepts
Oklahoma
$761K -$104K -2,758 -13%
VFA
294
Values First Advisors
Tennessee
$759K +$4.09K +108 +0.6%
DEA
295
DoubleLine ETF Adviser
Florida
$749K +$696K +18,396 New
LSPW
296
Lake Street Private Wealth
Illinois
$740K -$106K -2,803 -13%
CWM
297
C2C Wealth Management
Arizona
$735K
WWM
298
Western Wealth Management
Colorado
$730K
PIA
299
Pinion Investment Advisors
Kansas
$725K +$61.2K +1,618 +10%
BIA
300
Beacon Investment Advisors
Maryland
$721K

OHI Hedge Fund Activity: Q3 2024 in Review

599 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2024, worth a combined $7.91B — up 35% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new OHI positions and 52 closed out — a net gain of 43 holders — while 241 added to existing stakes and 168 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $526M. The largest seller was Citadel Advisors, cutting an estimated $24.9M.

  • 599 institutional investors held Omega Healthcare (OHI) as of Q3 2024, up from 565 in Q2 2024.
  • Funds reported $7.91B of Omega Healthcare stock for Q3 2024, up 35% quarter-over-quarter.
  • 95 funds opened new Omega Healthcare positions in Q3 2024 and 52 closed out, a net change of +43 holders.
  • The largest Omega Healthcare buyer in Q3 2024 was Cohen & Steers, an estimated $526M added.
  • The largest Omega Healthcare seller in Q3 2024 was Citadel Advisors, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2024.