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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
AAMU
426
Amundi Asset Management US
Massachusetts
$6.62K -$2.78M -80,181 -30%
FWM
427
Focused Wealth Management
New York
$6K
HDIM
428
Hanson & Doremus Investment Management
Vermont
$6K
VNA
429
Valley National Advisers
Pennsylvania
$6K
EWM
430
Executive Wealth Management
Michigan
$6K +$6.28K +181 New
WTB
431
Washington Trust Bank
Washington
$5K -$8.67K -250 -63%
SMFS
432
Squar Milner Financial Services
California
$5K
LC
433
Lindbrook Capital
California
$5K +$5.2K +150 New
CCM
434
Cribstone Capital Management
Maine
$4K -$208 -6 -5%
EARNEST Partners
435
EARNEST Partners
Georgia
$4K
GAM
436
Gemmer Asset Management
California
$4K
SFG
437
SevenBridge Financial Group
Pennsylvania
$4K
WANY
438
Wealthspire Advisors (New York)
New York
$4K +$3.57K +103 New
Parallax Volatility Advisers
439
Parallax Volatility Advisers
California
$3K -$16.1K -464 -84%
AAP
440
Arax Advisory Partners
Colorado
$3K +$69 +2 +2%
1NWS
441
1 North Wealth Services
Maryland
$3K +$3.02K +87 New
ED
442
Exane Derivatives
France
$2.25K
ME
443
McIlrath & Eck
Washington
$2K
PFBT
444
Parkside Financial Bank & Trust
Missouri
$2K
SFA
445
Semmax Financial Advisors
North Carolina
$2K
CAM
446
Cresset Asset Management
Illinois
$2K +$1.63K +47 New
LWM
447
Lenox Wealth Management
Ohio
$2K +$1.73K +50 New
CA
448
Claro Advisors
Massachusetts
$2K +$1.8K +52 New
RCAG
449
Rehmann Capital Advisory Group
Michigan
$1.93K +$1.91K +55 New
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$1.11K -$68.6K -1,978 -6%

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.