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Omega Healthcare

503 hedge funds and large institutions have $6.29B invested in Omega Healthcare in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $4.79B → $6.29B (+$1.5B)

14% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $46.1M

7% more funds holding

Funds holding: 470503 (+33)

5.85% more ownership

Funds ownership: 70.49%76.35% (+5.9%)

19% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 190

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
8.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
80
Increased
154
Reduced
190
Closed
42
Calls
$52.6M
Puts
$46.1M
Net Calls
+$6.52M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
376
Belpointe Asset Management
Nevada
$114K -$12.3K -364 -10%
T
377
TOBAM
France
$114K
NICM
378
Neo Ivy Capital Management
New York
$110K +$36.4K +1,075 +55%
Carson Wealth (CWM LLC)
379
Carson Wealth (CWM LLC)
Nebraska
$109K
AWM
380
AllSquare Wealth Management
New York
$105K
S
381
SignatureFD
Georgia
$100K -$7.66K -226 -8%
CFA
382
Carroll Financial Associates
North Carolina
$99K -$881 -26 -0.9%
IRC
383
Investors Research Corp
Georgia
$99K
SWM
384
Sugarloaf Wealth Management
Georgia
$97K +$1.32K +39 +1%
CAM
385
CenterStar Asset Management
Illinois
$91K
AWM
386
Avior Wealth Management
Nebraska
$89K
SFP
387
Sterling Financial Planning
New Jersey
$89K +$83K +2,449 New
IAIM
388
International Assets Investment Management
Florida
$89K +$83.2K +2,456 New
CFGS
389
Concourse Financial Group Securities
Alabama
$87K -$9.32K -275 -10%
GI
390
Gradient Investments
Minnesota
$85K
LS
391
Livforsakringsbolaget Skandia
Sweden
$84K
NSIM
392
North Star Investment Management
Illinois
$83K
PA
393
Parallel Advisors
California
$78K -$2.17K -64 -3%
MAM
394
Meeder Asset Management
Ohio
$75K -$51.8K -1,529 -43%
CHA
395
Carmichael Hill & Associates
Maryland
$75K
APA
396
American Portfolios Advisors
New York
$73.9K -$48.2K -1,423 -41%
AA
397
Ancora Advisors
Ohio
$73K
QCG
398
Quadrant Capital Group
Ohio
$67K +$19.6K +577 +45%
VFA
399
Valeo Financial Advisors
Indiana
$66K
PCG
400
Private Capital Group
Connecticut
$65K -$576 -17 -0.9%

OHI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2020, worth a combined $6.29B — up 31% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new OHI positions and 42 closed out — a net gain of 38 holders — while 154 added to existing stakes and 190 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $271M. The largest seller was PGGM Investments, cutting an estimated $59.4M.

  • 503 institutional investors held Omega Healthcare (OHI) as of Q4 2020, up from 470 in Q3 2020.
  • Funds reported $6.29B of Omega Healthcare stock for Q4 2020, up 31% quarter-over-quarter.
  • 80 funds opened new Omega Healthcare positions in Q4 2020 and 42 closed out, a net change of +38 holders.
  • The largest Omega Healthcare buyer in Q4 2020 was Cohen & Steers, an estimated $271M added.
  • The largest Omega Healthcare seller in Q4 2020 was PGGM Investments, an estimated $59.4M sold.

Based on aggregated 13F filings for Q4 2020.