We are live on ! Find out more
OHI icon

Omega Healthcare

622 hedge funds and large institutions have $8.01B invested in Omega Healthcare in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 159

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 599622 (+23)

3% more ownership

Funds ownership: 75.42%78.42% (+3%)

1% more capital invested

Capital invested by funds: $7.91B → $8.01B (+$108M)

22% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $58M

Holders
622
Holders Change
+23
Holders Change %
+3.84%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
85
Increased
281
Reduced
159
Closed
54
Calls
$45.1M
Puts
$58M
Net Calls
-$12.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
301
Exchange Traded Concepts
Oklahoma
$724K +$17.1K +427 +2%
TSWM
302
Tyler-Stone Wealth Management
Ohio
$715K +$180K +4,500 +31%
MWM
303
Maridea Wealth Management
New York
$713K +$752K +18,829 New
AFCM
304
Applied Finance Capital Management
Puerto Rico
$708K -$143K -3,576 -16%
DEA
305
DoubleLine ETF Adviser
Florida
$701K +$4.83K +121 +0.7%
CSA
306
Cornerstone Select Advisors
Missouri
$690K +$728K +18,225 New
PIA
307
Pinion Investment Advisors
Kansas
$679K +$4.36K +109 +0.6%
WWM
308
Western Wealth Management
Colorado
$676K -$3.4K -85 -0.5%
VA
309
Vident Advisory
Georgia
$672K -$460K -11,518 -39%
Kovitz Investment Group Partners
310
Kovitz Investment Group Partners
Illinois
$671K -$120K -3,000 -14%
BIA
311
Beacon Investment Advisors
Maryland
$671K
CB
312
Cadence Bank
Mississippi
$669K -$91.5K -2,290 -11%
TFA
313
Teamwork Financial Advisors
Texas
$667K +$704K +17,618 New
BI
314
Bramshill Investments
Florida
$656K +$692K +17,324 New
CWM
315
C2C Wealth Management
Arizona
$655K
FRA
316
Frank Rimerman Advisors
California
$650K +$106K +2,660 +18%
Fifth Third Bancorp
317
Fifth Third Bancorp
Ohio
$640K +$105K +2,618 +18%
CGH
318
Crossmark Global Holdings
Texas
$622K -$999 -25 -0.2%
SPC
319
Sigma Planning Corp
Michigan
$622K -$164K -4,114 -20%
USAA
320
United Services Automobile Association
Texas
$617K -$9.31K -233 -1%
US Bancorp
321
US Bancorp
Minnesota
$612K +$12.3K +309 +2%
QT
322
Quantbot Technologies
New York
$609K +$643K +16,095 New
SFP
323
Shepherd Financial Partners
Massachusetts
$602K
CCIA
324
Campbell & Co Investment Adviser
Maryland
$602K -$385K -9,638 -38%
LSPW
325
Lake Street Private Wealth
Illinois
$598K -$94.9K -2,375 -13%

OHI Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2024, worth a combined $8.01B — up 1.4% from $7.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OHI positions and 54 closed out — a net gain of 31 holders — while 281 added to existing stakes and 159 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $353M. The largest seller was Balyasny Asset Management, cutting an estimated $84.6M.

  • 622 institutional investors held Omega Healthcare (OHI) as of Q4 2024, up from 599 in Q3 2024.
  • Funds reported $8.01B of Omega Healthcare stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2024 and 54 closed out, a net change of +31 holders.
  • The largest Omega Healthcare buyer in Q4 2024 was Cohen & Steers, an estimated $353M added.
  • The largest Omega Healthcare seller in Q4 2024 was Balyasny Asset Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2024.