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Omega Healthcare

480 hedge funds and large institutions have $5.54B invested in Omega Healthcare in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 45

18% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 147

14% more capital invested

Capital invested by funds: $4.87B → $5.54B (+$671M)

5% more funds holding

Funds holding: 459480 (+21)

2% more ownership

Funds ownership: 69.17%71.17% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

27% less call options, than puts

Call options by funds: $52.3M | Put options by funds: $71.9M

Holders
480
Holders Change
+21
Holders Change %
+4.58%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
70
Increased
174
Reduced
147
Closed
45
Calls
$52.3M
Puts
$71.9M
Net Calls
-$19.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
OAJ
426
Ogorek Anthony Joseph
New York
$17K
CIM
427
Centersquare Investment Management
Pennsylvania
$17K +$16.7K +450 New
SWA
428
Sutton Wealth Advisors
Florida
$15.3K
SCM
429
Shelton Capital Management
Colorado
$14.5K -$517K -13,950 -96%
Loomis, Sayles & Company
430
Loomis, Sayles & Company
Massachusetts
$14K -$17.7K -477 -56%
LWA
431
Lowe Wealth Advisors
Maryland
$14K
FAM
432
Fred Alger Management
New York
$13K -$1.17M -31,652 -99%
S
433
SignatureFD
Georgia
$13K -$9.34K -252 -42%
WTC
434
WhitTier Trust Company
Nevada
$13K
PFGIA
435
Patriot Financial Group Insurance Agency
Massachusetts
$12K +$74 +2 +0.6%
Walleye Trading
436
Walleye Trading
New York
$12K +$11.9K +321 New
PWMG
437
Prestige Wealth Management Group
New Jersey
$11K -$15.4K -415 Closed
AF
438
Allworth Financial
California
$11K
FPFS
439
First Personal Financial Services
North Carolina
$11K
RIA
440
Realta Investment Advisors
Delaware
$11K +$10.2K +275 New
CFD
441
Creative Financial Designs
Indiana
$10K -$13.9K -375 -58%
AIC
442
Archer Investment Corporation
Indiana
$10K
MAM
443
Meeder Asset Management
Ohio
$10K
PMFA
444
Plante Moran Financial Advisors
Michigan
$10K +$185 +5 +2%
FANJ
445
Financial Architects (New Jersey)
New Jersey
$8K
OSNBOA
446
Old Second National Bank of Aurora
Illinois
$8K
POIA
447
Pin Oak Investment Advisors
Texas
$8K
HFM
448
Harvest Fund Management
China
$7K -$89.8K -2,422 -93%
ADL
449
Asset Dedication LLC
California
$7K -$3.71K -100 -36%
AF
450
Advisornet Financial
Minnesota
$7K

OHI Hedge Fund Activity: Q1 2019 in Review

480 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2019, worth a combined $5.54B — up 14% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new OHI positions and 45 closed out — a net gain of 25 holders — while 174 added to existing stakes and 147 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $108M. The largest seller was Two Sigma Investments, cutting an estimated $47.6M.

  • 480 institutional investors held Omega Healthcare (OHI) as of Q1 2019, up from 459 in Q4 2018.
  • Funds reported $5.54B of Omega Healthcare stock for Q1 2019, up 14% quarter-over-quarter.
  • 70 funds opened new Omega Healthcare positions in Q1 2019 and 45 closed out, a net change of +25 holders.
  • The largest Omega Healthcare buyer in Q1 2019 was Zimmer Partners, an estimated $108M added.
  • The largest Omega Healthcare seller in Q1 2019 was Two Sigma Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2019.