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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
EIP
376
Epoch Investment Partners
New York
$206K +$197K +6,490 New
CFG
377
Cooper Financial Group
California
$205K -$15.2K -499 -7%
CCAL
378
City Center Advisors LLC
Michigan
$204K +$195K +6,427 New
WB
379
WesBanco Bank
West Virginia
$203K +$195K +6,425 New
SP
380
Systematic Portfolios
New York
$203K +$195K +6,417 New
RIA
381
Regal Investment Advisors
Michigan
$201K -$6.17K -203 -3%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$201K +$193K +6,345 New
SAM
383
Shell Asset Management
Netherlands
$188K -$16.8K -551 -9%
CIBC Private Wealth Group
384
CIBC Private Wealth Group
Georgia
$186K +$178K +5,860 New
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
$182K -$7.33K -241 -4%
Bessemer Group
386
Bessemer Group
New Jersey
$158K -$249K -8,187 -62%
KBC Group
387
KBC Group
Belgium
$154K +$18.8K +617 +15%
Allspring Global Investments
388
Allspring Global Investments
North Carolina
$152K +$70.7K +2,324 +94%
HNB
389
Huntington National Bank
Ohio
$149K -$4.2K -138 -3%
CFD
390
Creative Financial Designs
Indiana
$147K -$21.1K -693 -13%
JPWM
391
Jamison Private Wealth Management
Georgia
$145K +$31.1K +1,023 +29%
CA
392
CoreCap Advisors
Michigan
$144K +$138K +4,533 New
BCWM
393
Bartlett & Co Wealth Management
Ohio
$139K
FUBT
394
First United Bank & Trust
Maryland
$139K -$2.43K -80 -2%
First Manhattan
395
First Manhattan
New York
$138K
S
396
SignatureFD
Georgia
$133K -$140K -4,616 -52%
Lazard Asset Management
397
Lazard Asset Management
New York
$128K +$88.7K +2,917 +259%
OIA
398
Optimum Investment Advisors
Illinois
$125K -$18.7K -616 -13%
WT
399
Washington Trust
Rhode Island
$118K
BC
400
Broadwater Capital
Massachusetts
$117K

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.