We are live on ! Find out more
OHI icon

Omega Healthcare

503 hedge funds and large institutions have $6.29B invested in Omega Healthcare in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $4.79B → $6.29B (+$1.5B)

14% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $46.1M

7% more funds holding

Funds holding: 470503 (+33)

5.85% more ownership

Funds ownership: 70.49%76.35% (+5.9%)

19% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 190

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
8.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
80
Increased
154
Reduced
190
Closed
42
Calls
$52.6M
Puts
$46.1M
Net Calls
+$6.52M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
426
Lazard Asset Management
New York
$31K -$51.4K -1,516 -63%
PWM
427
Perigon Wealth Management
California
$31K +$28.9K +852 New
Northwestern Mutual Wealth Management
428
Northwestern Mutual Wealth Management
Wisconsin
$30K -$22.3K -657 -44%
CFD
429
Creative Financial Designs
Indiana
$29K
CB
430
Community Bank
New York
$29K +$508 +15 +2%
NIM
431
NuWave Investment Management
New Jersey
$25K -$30.1K -887 -56%
NFSG
432
Newbridge Financial Services Group
Florida
$24K +$407 +12 +2%
FHA
433
First Horizon Advisors
Tennessee
$23K -$13K -383 -38%
BFEC
434
Benjamin F. Edwards & Company
Missouri
$23K
RMC
435
Resources Management Corp
Connecticut
$22K
WT
436
Whittier Trust
California
$22K
DOA
437
D'Orazio & Associates
Virginia
$22K +$20.4K +603 New
AWA
438
Arkadios Wealth Advisors
Georgia
$21K -$21.1K -623 -51%
FHC
439
First Horizon Corporation
Tennessee
$21K
EFSCE
440
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$678 -20 -4%
WTC
441
WhitTier Trust Company
Nevada
$20K
IF
442
Ironwood Financial
Arizona
$19K
PWMG
443
Prestige Wealth Management Group
New Jersey
$19K
VBCG
444
Valley Brook Capital Group
Pennsylvania
$18K +$17K +501 New
PCM
445
Penserra Capital Management
California
$17K +$3.52K +104 +28%
CFN
446
Cordasco Financial Network
Florida
$16K
RA
447
Reby Advisors
Connecticut
$16K +$14.6K +430 New
SSB
448
Sandy Spring Bank
Maryland
$15K
AIG
449
American International Group
New York
$14.9K -$332K -9,792 -2%
SWA
450
Sutton Wealth Advisors
Florida
$14.6K

OHI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2020, worth a combined $6.29B — up 31% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new OHI positions and 42 closed out — a net gain of 38 holders — while 154 added to existing stakes and 190 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $271M. The largest seller was PGGM Investments, cutting an estimated $59.4M.

  • 503 institutional investors held Omega Healthcare (OHI) as of Q4 2020, up from 470 in Q3 2020.
  • Funds reported $6.29B of Omega Healthcare stock for Q4 2020, up 31% quarter-over-quarter.
  • 80 funds opened new Omega Healthcare positions in Q4 2020 and 42 closed out, a net change of +38 holders.
  • The largest Omega Healthcare buyer in Q4 2020 was Cohen & Steers, an estimated $271M added.
  • The largest Omega Healthcare seller in Q4 2020 was PGGM Investments, an estimated $59.4M sold.

Based on aggregated 13F filings for Q4 2020.