We are live on ! Find out more
OHI icon

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
IFG
301
Independent Financial Group
California
$540K -$66.5K -2,110 -12%
CCIA
302
Campbell & Co Investment Adviser
Maryland
$534K +$91.2K +2,896 +23%
WPC
303
Wedmont Private Capital
Pennsylvania
$520K +$34K +1,078 +8%
US Bancorp
304
US Bancorp
Minnesota
$511K +$3.09K +98 +0.7%
FIA
305
Foundations Investment Advisors
Arizona
$510K -$13.5K -430 -3%
GCM
306
Gallacher Capital Management
Colorado
$498K +$115K +3,659 +34%
FRA
307
Frank Rimerman Advisors
California
$497K +$457K +14,513 New
SOAMC
308
Spirit of America Management Corp
New York
$497K +$78.7K +2,500 +21%
DI
309
Diligent Investors
California
$496K +$6.77K +215 +2%
Squarepoint
310
Squarepoint
New York
$487K +$448K +14,209 New
PCM
311
Perritt Capital Management
Illinois
$470K +$1.95K +62 +0.5%
Lazard Asset Management
312
Lazard Asset Management
New York
$470K +$305K +9,683 +240%
AFCM
313
Applied Finance Capital Management
Puerto Rico
$467K +$129K +4,087 +43%
GLA
314
Good Life Advisors
Pennsylvania
$456K +$1.2K +38 +0.3%
AT
315
Arden Trust
Delaware
$439K +$176K +5,587 +77%
RC
316
Reik & Co
New York
$421K
PPW
317
Pasadena Private Wealth
California
$413K +$10.6K +335 +3%
SWP
318
Stratos Wealth Partners
Ohio
$412K -$18.2K -578 -5%
JIC
319
Johnson Investment Counsel
Ohio
$412K +$35.6K +1,129 +10%
KPWS
320
Kestra Private Wealth Services
Texas
$401K -$17.7K -561 -5%
PA
321
Parallel Advisors
California
$400K +$40.6K +1,290 +12%
VI
322
Vestcor Inc
New Brunswick, Canada
$400K -$4.11M -130,358 -92%
ProShare Advisors
323
ProShare Advisors
Maryland
$399K -$9.86K -313 -3%
DC
324
Davenport & Co
Virginia
$396K +$441 +14 +0.1%
GPW
325
Gentry Private Wealth
Kansas
$395K +$363K +11,537 New

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.