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Omega Healthcare

459 hedge funds and large institutions have $4.87B invested in Omega Healthcare in 2018 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 135 increasing their positions, 150 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

50% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 54

5% more funds holding

Funds holding: 437459 (+22)

4% more call options, than puts

Call options by funds: $67.6M | Put options by funds: $65.1M

0% less capital invested

Capital invested by funds: $4.88B → $4.87B (-$10.7M)

5.16% less ownership

Funds ownership: 74.33%69.17% (-5.2%)

10% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 150

Holders
459
Holders Change
+22
Holders Change %
+5.03%
% of All Funds
10.22%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
81
Increased
135
Reduced
150
Closed
54
Calls
$67.6M
Puts
$65.1M
Net Calls
+$2.45M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
401
MB Financial Bank - Trust Department
Illinois
$18K
NWM
402
Northwest Wealth Management
Iowa
$18K
FPB
403
First PREMIER Bank
South Dakota
$17K -$4.33K -125 -20%
HR
404
Howe & Rusling
New York
$17K
PA
405
Parallel Advisors
California
$17K +$2.84K +82 +20%
GRP
406
Global Retirement Partners
California
$16K +$312 +9 +2%
WAP
407
Wealthcare Advisory Partners
Pennsylvania
$16K +$312 +9 +2%
OAJ
408
Ogorek Anthony Joseph
New York
$16K +$16.2K +467 New
PWMG
409
Prestige Wealth Management Group
New Jersey
$15K +$14.4K +415 New
SWA
410
Sutton Wealth Advisors
Florida
$14.1K
SIS
411
Sound Income Strategies
Florida
$13K -$10.9K -315 -46%
LWA
412
Lowe Wealth Advisors
Maryland
$13K
WTC
413
WhitTier Trust Company
Nevada
$12K +$12.2K +351 New
AF
414
Allworth Financial
California
$11K
PFGIA
415
Patriot Financial Group Insurance Agency
Massachusetts
$11K
MAM
416
Meeder Asset Management
Ohio
$10K -$136K -3,910 -93%
FPFS
417
First Personal Financial Services
North Carolina
$10K -$6.1K -176 -39%
ADL
418
Asset Dedication LLC
California
$10K +$3.47K +100 +57%
PMFA
419
Plante Moran Financial Advisors
Michigan
$9K +$173 +5 +2%
AIC
420
Archer Investment Corporation
Indiana
$9K +$9.02K +260 New
FANJ
421
Financial Architects (New Jersey)
New Jersey
$7K
OSNBOA
422
Old Second National Bank of Aurora
Illinois
$7K
POIA
423
Pin Oak Investment Advisors
Texas
$7K
AF
424
Advisornet Financial
Minnesota
$7K +$6.49K +187 New
Simplex Trading
425
Simplex Trading
Illinois
$7K +$6.94K +200 New

OHI Hedge Fund Activity: Q4 2018 in Review

459 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2018, worth a combined $4.87B — down 0.22% from $4.88B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new OHI positions and 54 closed out — a net gain of 27 holders — while 135 added to existing stakes and 150 trimmed.

The largest buyer was Vanguard Group, adding an estimated $80.5M. The largest seller was Cohen & Steers, exiting entirely with an estimated $187M sold.

  • 459 institutional investors held Omega Healthcare (OHI) as of Q4 2018, up from 437 in Q3 2018.
  • Funds reported $4.87B of Omega Healthcare stock for Q4 2018, down 0.22% quarter-over-quarter.
  • 81 funds opened new Omega Healthcare positions in Q4 2018 and 54 closed out, a net change of +27 holders.
  • The largest Omega Healthcare buyer in Q4 2018 was Vanguard Group, an estimated $80.5M added.
  • The largest Omega Healthcare seller in Q4 2018 was Cohen & Steers, an estimated $187M sold.

Based on aggregated 13F filings for Q4 2018.