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Omega Healthcare

525 hedge funds and large institutions have $5.11B invested in Omega Healthcare in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 196 increasing their positions, 176 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $22M

11% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $4.99B → $5.11B (+$121M)

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0.15% less ownership

Funds ownership: 66.15%65.99% (-0.15%)

1% less funds holding

Funds holding: 528525 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
525
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
7.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
60
Increased
196
Reduced
176
Closed
59
Calls
$64.2M
Puts
$22M
Net Calls
+$42.2M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$249K -$304 -10 -0.1%
CS
352
Capital Square
Tennessee
$247K +$1.34K +44 +0.6%
IAN
353
Integrated Advisors Network
Texas
$247K -$26.6K -875 -10%
CCA
354
Checchi Capital Advisers
California
$245K +$8.82K +290 +4%
PTC
355
Private Trust Company
Ohio
$244K +$517 +17 +0.2%
ISL
356
Ingalls & Snyder LLC
New York
$242K
MLICM
357
Metropolitan Life Insurance Company (MetLife)
New York
$240K +$2.25K +74 +1%
RBFC
358
Roman Butler Fullerton & Co
Missouri
$240K -$8.88K -292 -4%
CWG
359
Cornerstone Wealth Group
North Carolina
$231K +$221K +7,283 New
BCA
360
Bay Colony Advisors
Massachusetts
$229K +$2.22K +73 +1%
HIC
361
Hartline Investment Corp
Illinois
$229K +$220K +7,232 New
AT
362
Arden Trust
Delaware
$229K -$36.8K -1,210 -14%
HWM
363
Heirloom Wealth Management
Colorado
$228K
LFAS
364
Level Four Advisory Services
Texas
$228K
IWM
365
IHT Wealth Management
Illinois
$222K -$790 -26 -0.4%
LNWWM
366
Laird Norton Wetherby Wealth Management
California
$220K -$123K -4,060 -37%
RJT
367
Raymond James Trust
Florida
$215K +$207K +6,800 New
BPA
368
Beacon Pointe Advisors
California
$214K -$8.3K -273 -4%
NG
369
Norden Group
Utah
$214K +$206K +6,772 New
BCI
370
Brinker Capital Investments
Pennsylvania
$211K -$25.5K -839 -11%
OPS
371
Orion Portfolio Solutions
Nebraska
$211K -$25.5K -839 -11%
CIBC Asset Management
372
CIBC Asset Management
Ontario, Canada
$211K
NC
373
Napatree Capital
Rhode Island
$211K -$16.5K -542 -7%
HI
374
Harbour Investments
Wisconsin
$210K +$2.67K +88 +1%
TSWM
375
Tyler-Stone Wealth Management
Ohio
$206K +$30.4K +1,000 +18%

OHI Hedge Fund Activity: Q1 2024 in Review

525 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2024, worth a combined $5.11B — up 2.4% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new OHI positions and 59 closed out — a net gain of 1 holder — while 196 added to existing stakes and 176 trimmed.

The largest buyer was Amundi, adding an estimated $54.3M. The largest seller was Deutsche Bank, cutting an estimated $88.2M.

  • 525 institutional investors held Omega Healthcare (OHI) as of Q1 2024, down from 528 in Q4 2023.
  • Funds reported $5.11B of Omega Healthcare stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 60 funds opened new Omega Healthcare positions in Q1 2024 and 59 closed out, a net change of +1 holder.
  • The largest Omega Healthcare buyer in Q1 2024 was Amundi, an estimated $54.3M added.
  • The largest Omega Healthcare seller in Q1 2024 was Deutsche Bank, an estimated $88.2M sold.

Based on aggregated 13F filings for Q1 2024.