We are live on ! Find out more
OHI icon

Omega Healthcare

496 hedge funds and large institutions have $4.66B invested in Omega Healthcare in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 164 increasing their positions, 180 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $4.81B → $4.66B (-$147M)

4% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 89

9% less call options, than puts

Call options by funds: $45.2M | Put options by funds: $49.5M

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

1.13% less ownership

Funds ownership: 67.23%66.09% (-1.1%)

2% less funds holding

Funds holding: 508496 (-12)

Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
164
Reduced
180
Closed
89
Calls
$45.2M
Puts
$49.5M
Net Calls
-$4.36M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
C
401
Covestor
United Kingdom
$39K +$38.6K +1,321 New
WB
402
Webster Bank
Connecticut
$38K
EI
403
Ellevest Inc
New York
$38K +$38K +1,301 New
FDCDDQ
404
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37K -$7.59K -260 -17%
TFA
405
Toth Financial Advisory
Virginia
$35K
AIL
406
AGF Investments LLC
Ontario, Canada
$34K +$5.17K +177 +18%
ST
407
Smithfield Trust
Pennsylvania
$33K -$5.4K -185 -14%
CTC
408
Central Trust Company
Missouri
$33K
IA
409
IFP Advisors
Florida
$31K -$16.6K -569 -37%
CWC
410
Carolinas Wealth Consulting
North Carolina
$31K +$642 +22 +2%
AA
411
Ancora Advisors
Ohio
$30K -$29.2K -1,000 -50%
FEG
412
Financial Enhancement Group
Indiana
$30K
OIA
413
Optimum Investment Advisors
Illinois
$30K
SOAMC
414
Spirit of America Management Corp
New York
$30K
CFD
415
Creative Financial Designs
Indiana
$30K +$2.07K +71 +8%
CWM
416
Curi Wealth Management
North Carolina
$29K +$29.2K +1,000 New
GI
417
Gradient Investments
Minnesota
$28K -$35.5K -1,217 -57%
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$28K +$2.42K +83 +10%
AWM
419
Atticus Wealth Management
Florida
$27K
KFI
420
Key Financial Inc
Pennsylvania
$27K +$27K +925 New
WFS
421
Widmann Financial Services
Maryland
$27K +$27K +925 New
AWM
422
Avior Wealth Management
Nebraska
$26K -$45.8K -1,570 -64%
PCG
423
Private Capital Group
Connecticut
$25K +$29 +1 +0.1%
NFG
424
Next Financial Group
Texas
$25K +$13.5K +464 +125%
CFB
425
Cullen/Frost Bankers
Texas
$24K

OHI Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2021, worth a combined $4.66B — down 3.1% from $4.81B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of OHI and 85 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 164 added.

The largest buyer was Bank of New York Mellon, adding an estimated $91.6M. The largest seller was Amundi, cutting an estimated $91.6M.

  • 496 institutional investors held Omega Healthcare (OHI) as of Q4 2021, down from 508 in Q3 2021.
  • Funds reported $4.66B of Omega Healthcare stock for Q4 2021, down 3.1% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2021 and 89 closed out, a net change of -4 holders.
  • The largest Omega Healthcare buyer in Q4 2021 was Bank of New York Mellon, an estimated $91.6M added.
  • The largest Omega Healthcare seller in Q4 2021 was Amundi, an estimated $91.6M sold.

Based on aggregated 13F filings for Q4 2021.