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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
MAM
401
Montchanin Asset Management
Delaware
$303K
Lido Advisors
402
Lido Advisors
California
$300K +$317K +7,932 New
HI
403
Harbour Investments
Wisconsin
$296K +$48.6K +1,215 +18%
DFCM
404
Dark Forest Capital Management
Puerto Rico
$295K -$6.79K -170 -2%
FTWA
405
Fifth Third Wealth Advisors
Ohio
$290K -$11.7K -294 -4%
NG
406
Norden Group
Utah
$286K -$18.1K -454 -6%
PFS
407
Prospera Financial Services
Texas
$286K +$6.03K +151 +2%
CIBC Asset Management
408
CIBC Asset Management
Ontario, Canada
$285K +$14.7K +367 +5%
RBFC
409
Roman Butler Fullerton & Co
Missouri
$281K -$10.6K -265 -3%
Mirae Asset Global Investments
410
Mirae Asset Global Investments
South Korea
$277K -$200K -4,996 -40%
CWG
411
Cornerstone Wealth Group
North Carolina
$275K +$200 +5 +0.1%
DAS
412
Diversify Advisory Services
Utah
$272K +$295K +7,377 New
PA
413
PFG Advisors
Arizona
$270K -$14.2K -356 -5%
CAL
414
Capital Analysts LLC
Pennsylvania
$268K +$28.1K +703 +11%
MC
415
Machina Capital
France
$268K +$283K +7,079 New
SA
416
Sanctuary Advisors
Indiana
$267K -$41.1K -1,028 -12%
SIMG
417
Sonora Investment Management Group
Arizona
$266K +$281K +7,040 New
DTL
418
Dynamic Technology Lab
Singapore
$262K -$15.9K -399 -5%
CIBC World Market
419
CIBC World Market
Ontario, Canada
$259K +$19.5K +489 +8%
SWP
420
Strategic Wealth Partners
Ohio
$258K -$628K -15,724 -69%
BPA
421
Beacon Pointe Advisors
California
$257K +$10.2K +254 +4%
SCA
422
Snowden Capital Advisors
New York
$254K +$31.4K +786 +13%
FFWM
423
Future Financial Wealth Management
Ohio
$254K
JCIA
424
Jackson Creek Investment Advisors
Colorado
$252K +$266K +6,650 New
MYAM
425
Meiji Yasuda Asset Management
Japan
$249K +$9.71K +243 +4%

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.