We are live on ! Find out more
OHI icon

Omega Healthcare

431 hedge funds and large institutions have $4.53B invested in Omega Healthcare in 2018 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 134 increasing their positions, 146 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

53% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 34

17% more capital invested

Capital invested by funds: $3.87B → $4.53B (+$666M)

4% more funds holding

Funds holding: 416431 (+15)

1.59% more ownership

Funds ownership: 72.05%73.63% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 146

16% less call options, than puts

Call options by funds: $67.4M | Put options by funds: $80.7M

Holders
431
Holders Change
+15
Holders Change %
+3.61%
% of All Funds
9.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
52
Increased
134
Reduced
146
Closed
34
Calls
$67.4M
Puts
$80.7M
Net Calls
-$13.2M
Net Calls Change
+$20.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
351
Peddock Capital Advisors
Massachusetts
$47K
SF
352
Synovus Financial
Georgia
$47K
BCM
353
Brasada Capital Management
Texas
$47K +$42.9K +1,500 New
VFA
354
Valeo Financial Advisors
Indiana
$44K +$24.1K +845 +154%
DWM
355
Destination Wealth Management
California
$43K
CFN
356
Cordasco Financial Network
Florida
$36K +$25.7K +900 +360%
CTC
357
Central Trust Company
Missouri
$35K
ST
358
Smithfield Trust
Pennsylvania
$35K
GI
359
Gradient Investments
Minnesota
$34K -$21.2K -741 -40%
Loomis, Sayles & Company
360
Loomis, Sayles & Company
Massachusetts
$34K -$1.66K -58 -5%
HR
361
Howe & Rusling
New York
$34K +$28.6K +1,000 +901%
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$18.2K -636 -39%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$31K
THWM
364
Taylor Hoffman Wealth Management
Virginia
$31K
GT
365
Glenmede Trust
Pennsylvania
$31K +$1.43K +50 +5%
LNB
366
Ledyard National Bank
$30K
FHA
367
Flagship Harbor Advisors
Massachusetts
$29K +$26.9K +941 New
CB
368
Community Bank
New York
$28K -$14.1K -492 -35%
JFGIW
369
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K
QCG
370
Quadrant Capital Group
Ohio
$27K -$4.51K -158 -14%
AIM
371
Advantage Investment Management
Iowa
$27K
PCM
372
Prelude Capital Management
New York
$27K +$24.6K +862 New
WAM
373
Wealthspire Advisors (Maryland)
Maryland
$25K -$15.1K -527 -40%
FPS
374
Fieldpoint Private Securities
Connecticut
$25K
HI
375
Hudock Inc
Pennsylvania
$24K -$8.12K -284 -27%

OHI Hedge Fund Activity: Q2 2018 in Review

431 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2018, worth a combined $4.53B — up 17% from $3.87B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new OHI positions and 34 closed out — a net gain of 18 holders — while 134 added to existing stakes and 146 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $45.8M. The largest seller was Principal Financial Group, cutting an estimated $46.6M.

  • 431 institutional investors held Omega Healthcare (OHI) as of Q2 2018, up from 416 in Q1 2018.
  • Funds reported $4.53B of Omega Healthcare stock for Q2 2018, up 17% quarter-over-quarter.
  • 52 funds opened new Omega Healthcare positions in Q2 2018 and 34 closed out, a net change of +18 holders.
  • The largest Omega Healthcare buyer in Q2 2018 was Deutsche Bank, an estimated $45.8M added.
  • The largest Omega Healthcare seller in Q2 2018 was Principal Financial Group, an estimated $46.6M sold.

Based on aggregated 13F filings for Q2 2018.