We are live on ! Find out more
OHI icon

Omega Healthcare

478 hedge funds and large institutions have $6.96B invested in Omega Healthcare in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $5.63B → $6.96B (+$1.33B)

4.9% more ownership

Funds ownership: 71.42%76.31% (+4.9%)

3% more funds holding

Funds holding: 466478 (+12)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less call options, than puts

Call options by funds: $65.8M | Put options by funds: $84.6M

Holders
478
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
67
Increased
170
Reduced
158
Closed
51
Calls
$65.8M
Puts
$84.6M
Net Calls
-$18.8M
Net Calls Change
+$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
426
First Horizon Advisors
Tennessee
$22K -$779 -20 -4%
IF
427
Ironwood Financial
Arizona
$22K
MAM
428
Meeder Asset Management
Ohio
$22K +$3K +77 +17%
DOA
429
D'Orazio & Associates
Virginia
$22K +$20.9K +537 New
WAP
430
Wealthcare Advisory Partners
Pennsylvania
$20K +$312 +8 +2%
CFN
431
Cordasco Financial Network
Florida
$19K
CIA
432
CSat Investment Advisory
Michigan
$17K +$3.35K +86 +26%
SWA
433
Sutton Wealth Advisors
Florida
$16.8K
LWA
434
Lowe Wealth Advisors
Maryland
$16K
Loomis, Sayles & Company
435
Loomis, Sayles & Company
Massachusetts
$15K
S
436
SignatureFD
Georgia
$14K
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$78 +2 +0.6%
Lazard Asset Management
438
Lazard Asset Management
New York
$14K +$13.5K +347 New
AF
439
Allworth Financial
California
$13K +$11.7K +300 New
PWMG
440
Prestige Wealth Management Group
New Jersey
$13K +$11.7K +300 New
AIC
441
Archer Investment Corporation
Indiana
$11K
CFD
442
Creative Financial Designs
Indiana
$11K
PMFA
443
Plante Moran Financial Advisors
Michigan
$11K +$156 +4 +1%
GWMIA
444
Global Wealth Management Investment Advisory
Florida
$11K +$10.2K +262 New
1IA
445
1834 Investment Advisors
Wisconsin
$10K +$9.74K +250 New
WCG
446
Weaver Consulting Group
California
$9K
OAJ
447
Ogorek Anthony Joseph
New York
$9K +$117 +3 +1%
AF
448
Advisornet Financial
Minnesota
$8K
FANJ
449
Financial Architects (New Jersey)
New Jersey
$8K
OSNBOA
450
Old Second National Bank of Aurora
Illinois
$8K

OHI Hedge Fund Activity: Q3 2019 in Review

478 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2019, worth a combined $6.96B — up 24% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new OHI positions and 51 closed out — a net gain of 16 holders — while 170 added to existing stakes and 158 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $130M. The largest seller was Zimmer Partners, exiting entirely with an estimated $101M sold.

  • 478 institutional investors held Omega Healthcare (OHI) as of Q3 2019, up from 466 in Q2 2019.
  • Funds reported $6.96B of Omega Healthcare stock for Q3 2019, up 24% quarter-over-quarter.
  • 67 funds opened new Omega Healthcare positions in Q3 2019 and 51 closed out, a net change of +16 holders.
  • The largest Omega Healthcare buyer in Q3 2019 was Cohen & Steers, an estimated $130M added.
  • The largest Omega Healthcare seller in Q3 2019 was Zimmer Partners, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2019.