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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
PAM
376
Panagora Asset Management
Massachusetts
$378K -$2.24K -56 -0.6%
UCB
377
United Community Bank
South Carolina
$378K +$55.7K +1,395 +16%
CCA
378
Checchi Capital Advisers
California
$376K +$21.7K +543 +6%
KMWM
379
Keudell/Morrison Wealth Management
Oregon
$372K
SCM
380
Shelton Capital Management
Colorado
$367K
Mackenzie Financial
381
Mackenzie Financial
Ontario, Canada
$364K -$6.48M -162,268 -94%
Jones Financial Companies
382
Jones Financial Companies
Missouri
$363K +$145K +3,624 +61%
VI
383
Versor Investments
New York
$356K +$376K +9,400 New
PPW
384
Pasadena Private Wealth
California
$350K -$93.4K -2,338 -20%
NC
385
Napatree Capital
Rhode Island
$350K +$94.7K +2,370 +35%
CW
386
CreativeOne Wealth
Kansas
$347K -$221K -5,519 -38%
Bank of Nova Scotia
387
Bank of Nova Scotia
Ontario, Canada
$347K +$17.6K +440 +5%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$341K -$184K -4,603 -34%
NFGCM
389
Norman Fields Gottscho Capital Management
New York
$341K
FB
390
Fulton Bank
Pennsylvania
$341K -$24.6K -616 -6%
EH
391
Equitable Holdings
New York
$335K +$40K +1,000 +13%
SFG
392
Sovereign Financial Group
Connecticut
$335K -$37.5K -938 -10%
BCA
393
Bay Colony Advisors
Massachusetts
$333K -$3.28K -82 -0.9%
SAM
394
Shell Asset Management
Netherlands
$330K -$719 -18 -0.2%
ECM
395
Everence Capital Management
Indiana
$329K +$347K +8,680 New
NI
396
NCP Inc
California
$326K +$122K +3,055 +55%
CCB
397
Cutter & Co Brokerage
Missouri
$326K +$2.4K +60 +0.7%
IAN
398
Integrated Advisors Network
Texas
$320K +$4.12K +103 +1%
AWM
399
AE Wealth Management
Kansas
$312K +$35.4K +886 +12%
WFA
400
WMG Financial Advisors
Tennessee
$308K -$32.6K -815 -9%

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.