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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
FMWA
351
Forvis Mazars Wealth Advisors
Missouri
$443K -$34.8K -870 -7%
GWMR
352
GC Wealth Management RIA
Massachusetts
$435K +$210K +5,244 +84%
CFAM
353
Center For Asset Management
Florida
$434K +$14.1K +353 +3%
KPWS
354
Kestra Private Wealth Services
Texas
$433K -$13.5K -339 -3%
DC
355
Davenport & Co
Virginia
$432K +$400 +10 +0.1%
Susquehanna International Group
356
Susquehanna International Group
Pennsylvania
$430K -$1.22M -30,550 -73%
P
357
&Partners
Tennessee
$430K +$155K +3,887 +53%
BAM
358
Belpointe Asset Management
Nevada
$409K +$9.59K +240 +2%
OIAM
359
OFI Invest Asset Management
France
$409K +$447K +11,190 New
GRP
360
Global Retirement Partners
California
$409K -$34.7K -868 -7%
GWM
361
Geneos Wealth Management
Colorado
$408K +$1.24K +31 +0.3%
Robeco Institutional Asset Management
362
Robeco Institutional Asset Management
Netherlands
$406K +$103K +2,579 +32%
JCM
363
Jacobi Capital Management
Pennsylvania
$406K +$2K +50 +0.5%
SI
364
Stephens Inc
Arkansas
$405K -$17.1K -428 -4%
SW
365
SkyOak Wealth
Michigan
$404K +$2.08K +52 +0.5%
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$401K +$45.4K +1,137 +12%
BFWM
367
Bright Futures Wealth Management
New York
$399K -$125K -3,134 -22%
SAM
368
Storebrand Asset Management
Norway
$399K
SWP
369
Stratos Wealth Partners
Ohio
$396K -$29.4K -736 -7%
BWL
370
Bogart Wealth LLC
Virginia
$387K
CAS
371
Coppell Advisory Solutions
Texas
$386K +$13.4K +335 +3%
IWM
372
IHT Wealth Management
Illinois
$383K -$133K -3,326 -25%
SEP
373
Southland Equity Partners
Missouri
$381K
OSAM
374
O'Shaughnessy Asset Management
Connecticut
$381K +$87.3K +2,185 +28%
GWWM
375
Great Waters Wealth Management
Minnesota
$379K

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.