We are live on ! Find out more
OHI icon

Omega Healthcare

565 hedge funds and large institutions have $5.86B invested in Omega Healthcare in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 171 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.5M

26% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 171

15% more capital invested

Capital invested by funds: $5.11B → $5.86B (+$751M)

8% more funds holding

Funds holding: 525565 (+40)

3.31% more ownership

Funds ownership: 65.99%69.3% (+3.3%)

Holders
565
Holders Change
+40
Holders Change %
+7.62%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
89
Increased
215
Reduced
171
Closed
42
Calls
$74.4M
Puts
$55.5M
Net Calls
+$18.9M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
401
Beacon Pointe Advisors
California
$222K -$9.51K -302 -4%
WB
402
WesBanco Bank
West Virginia
$221K +$976 +31 +0.5%
SPIA
403
Steward Partners Investment Advisory
New York
$220K -$636K -20,186 -76%
CW
404
CreativeOne Wealth
Kansas
$217K -$105K -3,324 -34%
CIBC World Market
405
CIBC World Market
Ontario, Canada
$217K
FCCM
406
First City Capital Management
Georgia
$216K +$199K +6,309 New
MYAM
407
Meiji Yasuda Asset Management
Japan
$215K +$198K +6,283 New
AWM
408
Axxcess Wealth Management
California
$211K +$194K +6,165 New
HIP
409
HUB Investment Partners
Texas
$211K +$194K +6,155 New
Rafferty Asset Management
410
Rafferty Asset Management
New York
$208K +$192K +6,085 New
Arrowstreet Capital
411
Arrowstreet Capital
Massachusetts
$206K +$189K +6,010 New
GC
412
Gratus Capital
Georgia
$206K +$189K +6,000 New
LNWWM
413
Laird Norton Wetherby Wealth Management
California
$205K -$31.1K -987 -14%
BFG
414
Bleakley Financial Group
New Jersey
$204K +$188K +5,954 New
SW
415
Simplicity Wealth
New Jersey
$204K +$188K +5,954 New
FTDI
416
First Trust Direct Indexing
Massachusetts
$204K +$187K +5,949 New
CCAL
417
City Center Advisors LLC
Michigan
$204K
KBC Group
418
KBC Group
Belgium
$189K +$20.7K +656 +14%
CFD
419
Creative Financial Designs
Indiana
$179K +$18.4K +584 +13%
Fidelity International
420
Fidelity International
Bermuda
$178K +$164K +5,201 New
GJWM
421
Gilliland Jeter Wealth Management
Arkansas
$174K -$88.6K -2,814 -36%
TSMHT
422
Thurston Springer Miller Herd & Titak
Indiana
$173K +$159K +5,050 New
Bessemer Group
423
Bessemer Group
New Jersey
$171K
CIBC Private Wealth Group
424
CIBC Private Wealth Group
Georgia
$167K -$28.4K -900 -15%
Allspring Global Investments
425
Allspring Global Investments
North Carolina
$165K

OHI Hedge Fund Activity: Q2 2024 in Review

565 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2024, worth a combined $5.86B — up 15% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OHI positions and 42 closed out — a net gain of 47 holders — while 215 added to existing stakes and 171 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $110M. The largest seller was UBS AM, cutting an estimated $30.6M.

  • 565 institutional investors held Omega Healthcare (OHI) as of Q2 2024, up from 525 in Q1 2024.
  • Funds reported $5.86B of Omega Healthcare stock for Q2 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Omega Healthcare positions in Q2 2024 and 42 closed out, a net change of +47 holders.
  • The largest Omega Healthcare buyer in Q2 2024 was Cohen & Steers, an estimated $110M added.
  • The largest Omega Healthcare seller in Q2 2024 was UBS AM, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.