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Omega Healthcare

480 hedge funds and large institutions have $5.54B invested in Omega Healthcare in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 45

18% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 147

14% more capital invested

Capital invested by funds: $4.87B → $5.54B (+$671M)

5% more funds holding

Funds holding: 459480 (+21)

2% more ownership

Funds ownership: 69.17%71.17% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

27% less call options, than puts

Call options by funds: $52.3M | Put options by funds: $71.9M

Holders
480
Holders Change
+21
Holders Change %
+4.58%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
70
Increased
174
Reduced
147
Closed
45
Calls
$52.3M
Puts
$71.9M
Net Calls
-$19.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
376
Peddock Capital Advisors
Massachusetts
$58K
OIA
377
Optimum Investment Advisors
Illinois
$58K +$31.9K +860 +132%
CCMW
378
Cypress Capital Management (Wyoming)
Wyoming
$57K
BFC
379
Bedel Financial Consulting
Indiana
$55K
LM
380
Legg Mason
Maryland
$55K
DWM
381
Destination Wealth Management
California
$53K
VFA
382
Valeo Financial Advisors
Indiana
$52K
WCM
383
WealthBridge Capital Management
Ohio
$51K
AC
384
Avestar Capital
New York
$49K +$18.5K +498 +63%
VC
385
Vestor Capital
Illinois
$49K +$47.2K +1,273 New
CFN
386
Cordasco Financial Network
Florida
$44K
WTB
387
Washington Trust Bank
Washington
$44K +$37.1K +1,000 +685%
CTC
388
Central Trust Company
Missouri
$43K
ST
389
Smithfield Trust
Pennsylvania
$43K
QCG
390
Quadrant Capital Group
Ohio
$42K +$5.41K +146 +15%
FHA
391
Flagship Harbor Advisors
Massachusetts
$42K +$5.97K +161 +17%
BFEC
392
Benjamin F. Edwards & Company
Missouri
$42K +$18.9K +511 +85%
PI
393
PineBridge Investments
New York
$40K -$58.2K -1,570 -60%
PCP
394
Proficio Capital Partners
Massachusetts
$39K -$14.1K -380 -27%
CAC
395
Certified Advisory Corp
Florida
$39K
FMII
396
Farmers & Merchants Investments Inc
Nebraska
$38K
THWM
397
Taylor Hoffman Wealth Management
Virginia
$38K
TFA
398
Toth Financial Advisory
Virginia
$38K
ClearBridge Investments
399
ClearBridge Investments
New York
$38K +$482 +13 +1%
RFA
400
Reilly Financial Advisors
California
$38K +$14.9K +402 +68%

OHI Hedge Fund Activity: Q1 2019 in Review

480 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2019, worth a combined $5.54B — up 14% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new OHI positions and 45 closed out — a net gain of 25 holders — while 174 added to existing stakes and 147 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $108M. The largest seller was Two Sigma Investments, cutting an estimated $47.6M.

  • 480 institutional investors held Omega Healthcare (OHI) as of Q1 2019, up from 459 in Q4 2018.
  • Funds reported $5.54B of Omega Healthcare stock for Q1 2019, up 14% quarter-over-quarter.
  • 70 funds opened new Omega Healthcare positions in Q1 2019 and 45 closed out, a net change of +25 holders.
  • The largest Omega Healthcare buyer in Q1 2019 was Zimmer Partners, an estimated $108M added.
  • The largest Omega Healthcare seller in Q1 2019 was Two Sigma Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2019.