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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
JCM
351
Jacobi Capital Management
Pennsylvania
$435K +$40.6K +1,072 +11%
SW
352
SkyOak Wealth
Michigan
$433K +$2.08K +55 +0.5%
SAM
353
Storebrand Asset Management
Norway
$429K
BWL
354
Bogart Wealth LLC
Virginia
$416K
BAM
355
Belpointe Asset Management
Nevada
$411K +$15.9K +420 +4%
SEP
356
Southland Equity Partners
Missouri
$410K
GSB
357
Greenfield Savings Bank
Massachusetts
$409K -$9.12K -241 -2%
PAM
358
Panagora Asset Management
Massachusetts
$409K +$2.12K +56 +0.6%
GWWM
359
Great Waters Wealth Management
Minnesota
$407K
CAS
360
Coppell Advisory Solutions
Texas
$401K +$3.59K +95 +1%
KMWM
361
Keudell/Morrison Wealth Management
Oregon
$400K -$3.82K -101 -1%
SFG
362
Sovereign Financial Group
Connecticut
$399K +$189 +5 +0.1%
SCM
363
Shelton Capital Management
Colorado
$395K -$11.2K -295 -3%
FB
364
Fulton Bank
Pennsylvania
$392K -$32.1K -849 -8%
DM
365
Deerfield Management
New York
$387K -$289K -7,645 -45%
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$385K -$4.46K -118 -1%
Walleye Capital
367
Walleye Capital
New York
$383K +$93.3K +2,466 +36%
CCA
368
Checchi Capital Advisers
California
$382K +$62.9K +1,662 +22%
GM
369
GeoWealth Management
Illinois
$374K +$347K +9,178 New
RWA
370
Redhawk Wealth Advisors
Minnesota
$372K +$20.9K +553 +6%
NFGCM
371
Norman Fields Gottscho Capital Management
New York
$366K
WFA
372
WMG Financial Advisors
Tennessee
$364K -$8.4K -222 -2%
BCA
373
Bay Colony Advisors
Massachusetts
$362K +$49.7K +1,314 +17%
IC
374
IEQ Capital
California
$359K +$333K +8,811 New
Bank of Nova Scotia
375
Bank of Nova Scotia
Ontario, Canada
$355K -$26.5K -701 -7%

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.