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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
TFA
401
Toth Financial Advisory
Virginia
$59K +$7.49K +221 +16%
FCM
402
Firestone Capital Management
Florida
$58K
GG
403
Gleason Group
Kentucky
$58K +$54.5K +1,607 New
PCA
404
Peddock Capital Advisors
Massachusetts
$55K +$51.2K +1,510 New
CBT
405
CoreFirst Bank & Trust
Kansas
$54K +$50.8K +1,500 New
IA
406
IFP Advisors
Florida
$50K -$10.3K -304 -18%
FDCDDQ
407
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.1K
MA
408
MCF Advisors
Kentucky
$49K
ST
409
Smithfield Trust
Pennsylvania
$48K
HFM
410
Harvest Fund Management
China
$48K +$12.5K +370 +38%
CA
411
Crewe Advisors
Utah
$48K +$44.8K +1,321 New
FPS
412
Fieldpoint Private Securities
Connecticut
$46K +$42.5K +1,255 New
LIM
413
Longfellow Investment Management
Massachusetts
$44K +$40.4K +1,192 New
FCH
414
Freestone Capital Holdings
Washington
$42.6K
CTC
415
Central Trust Company
Missouri
$41K
PMFA
416
Plante Moran Financial Advisors
Michigan
$38K -$8.3K -245 -19%
HI
417
Hudock Inc
Pennsylvania
$37K +$678 +20 +2%
AIL
418
AGF Investments LLC
Ontario, Canada
$36K -$228K -6,740 -87%
OIA
419
Optimum Investment Advisors
Illinois
$36K -$1.69K -50 -5%
SOAMC
420
Spirit of America Management Corp
New York
$36K
CWM
421
Curi Wealth Management
North Carolina
$36K +$33.9K +1,000 New
CWC
422
Carolinas Wealth Consulting
North Carolina
$35K -$305 -9 -0.9%
AWM
423
Atticus Wealth Management
Florida
$33K
JFGIW
424
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$33K
MF
425
Manchester Financial
California
$33K +$30.5K +900 New

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.