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Omega Healthcare

524 hedge funds and large institutions have $5.42B invested in Omega Healthcare in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 187 increasing their positions, 178 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $94.8M | Put options by funds: $55.1M

57% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

9% more capital invested

Capital invested by funds: $4.99B → $5.42B (+$438M)

3% more funds holding

Funds holding: 510524 (+14)

5% more repeat investments, than reductions

Existing positions increased: 187 | Existing positions reduced: 178

2.58% less ownership

Funds ownership: 69.37%66.79% (-2.6%)

Holders
524
Holders Change
+14
Holders Change %
+2.75%
% of All Funds
8.32%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
55
Increased
187
Reduced
178
Closed
35
Calls
$94.8M
Puts
$55.1M
Net Calls
+$39.7M
Net Calls Change
+$889K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
426
EverSource Wealth Advisors
Alabama
$64K +$1.31K +41 +2%
CSWM
427
Cassady Schiller Wealth Management
Ohio
$54.4K
GEA
428
Glen Eagle Advisors
New Jersey
$46.7K -$1.92K -60 -4%
HBW
429
Hazlett, Burt & Watson
West Virginia
$46K
CA
430
Crewe Advisors
Utah
$43.8K
RIA
431
Realta Investment Advisors
Delaware
$43.8K
MA
432
MCF Advisors
Kentucky
$43.2K
WB
433
Webster Bank
Connecticut
$42.3K
FDCDDQ
434
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.5K
CAL
435
Capital Analysts LLC
Pennsylvania
$41K +$2.14K +67 +6%
BCMLT
436
Beacon Capital Management LLC (Tennessee)
Tennessee
$40K
WAM
437
WFA Asset Management
Wisconsin
$39.6K +$38.2K +1,195 New
ST
438
Smithfield Trust
Pennsylvania
$38K
GWSG
439
GPS Wealth Strategies Group
Colorado
$37.5K
EWM
440
Evermay Wealth Management
Virginia
$36.2K
GI
441
Gradient Investments
Minnesota
$35.4K
KFI
442
Key Financial Inc
Pennsylvania
$34.6K
NS
443
NBC Securities
Alabama
$34K +$33.5K +1,050 New
OP
444
ORG Partners
Indiana
$33.8K -$26.4K -825 -45%
AA
445
Ancora Advisors
Ohio
$33.2K
NA
446
Nordwand Advisors
Pennsylvania
$33.2K
PBK
447
Peoples Bank (Kansas)
Kansas
$33.1K +$31.9K +1,000 New
FFA
448
Farther Finance Advisors
California
$31.7K +$575 +18 +2%
AAG
449
Armstrong Advisory Group
Massachusetts
$29.8K
AWM
450
Atticus Wealth Management
Florida
$29.8K

OHI Hedge Fund Activity: Q3 2023 in Review

524 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2023, worth a combined $5.42B — up 8.8% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new OHI positions and 35 closed out — a net gain of 20 holders — while 187 added to existing stakes and 178 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $46.8M. The largest seller was Deutsche Bank, cutting an estimated $98.3M.

  • 524 institutional investors held Omega Healthcare (OHI) as of Q3 2023, up from 510 in Q2 2023.
  • Funds reported $5.42B of Omega Healthcare stock for Q3 2023, up 8.8% quarter-over-quarter.
  • 55 funds opened new Omega Healthcare positions in Q3 2023 and 35 closed out, a net change of +20 holders.
  • The largest Omega Healthcare buyer in Q3 2023 was Fidelity Investments, an estimated $46.8M added.
  • The largest Omega Healthcare seller in Q3 2023 was Deutsche Bank, an estimated $98.3M sold.

Based on aggregated 13F filings for Q3 2023.