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Omega Healthcare

565 hedge funds and large institutions have $5.86B invested in Omega Healthcare in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 171 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.5M

26% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 171

15% more capital invested

Capital invested by funds: $5.11B → $5.86B (+$751M)

8% more funds holding

Funds holding: 525565 (+40)

3.31% more ownership

Funds ownership: 65.99%69.3% (+3.3%)

Holders
565
Holders Change
+40
Holders Change %
+7.62%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
89
Increased
215
Reduced
171
Closed
42
Calls
$74.4M
Puts
$55.5M
Net Calls
+$18.9M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
426
Huntington National Bank
Ohio
$159K -$2.08K -66 -1%
BCWM
427
Bartlett & Co Wealth Management
Ohio
$151K
FUBT
428
First United Bank & Trust
Maryland
$150K
IAIM
429
International Assets Investment Management
Florida
$145K +$134K +4,243 New
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$140K +$13.9K +440 +12%
OIA
431
Optimum Investment Advisors
Illinois
$136K +$283 +9 +0.2%
S
432
SignatureFD
Georgia
$135K -$7.56K -240 -6%
JPWM
433
Jamison Private Wealth Management
Georgia
$131K -$23.5K -747 -16%
KeyBank National Association
434
KeyBank National Association
Ohio
$128K +$118K +3,750 New
WT
435
Washington Trust
Rhode Island
$128K
BC
436
Broadwater Capital
Massachusetts
$127K
QCG
437
Quadrant Capital Group
Ohio
$117K +$2.46K +78 +2%
NI
438
NCP Inc
California
$113K +$9.77K +310 +10%
AEPWM
439
Atlantic Edge Private Wealth Management
Florida
$110K +$18.3K +580 +22%
Northwestern Mutual Wealth Management
440
Northwestern Mutual Wealth Management
Wisconsin
$109K +$43.7K +1,386 +77%
CAL
441
Capital Analysts LLC
Pennsylvania
$105K +$59.8K +1,898 +161%
EC
442
EntryPoint Capital
New York
$104K +$95.9K +3,044 New
CFGS
443
Concourse Financial Group Securities
Alabama
$99.7K -$7.15K -227 -7%
NSIM
444
North Star Investment Management
Illinois
$95.1K
IRC
445
Investors Research Corp
Georgia
$93.5K
AWM
446
AllSquare Wealth Management
New York
$92.5K
GI
447
GAMMA Investing
California
$83.8K +$37.2K +1,181 +93%
HCP
448
Hexagon Capital Partners
Arkansas
$81.3K
FDCDDQ
449
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.2K +$6.93K +220 +11%
GG
450
Gleason Group
Kentucky
$74.1K +$1.48K +47 +2%

OHI Hedge Fund Activity: Q2 2024 in Review

565 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2024, worth a combined $5.86B — up 15% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OHI positions and 42 closed out — a net gain of 47 holders — while 215 added to existing stakes and 171 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $110M. The largest seller was UBS AM, cutting an estimated $30.6M.

  • 565 institutional investors held Omega Healthcare (OHI) as of Q2 2024, up from 525 in Q1 2024.
  • Funds reported $5.86B of Omega Healthcare stock for Q2 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Omega Healthcare positions in Q2 2024 and 42 closed out, a net change of +47 holders.
  • The largest Omega Healthcare buyer in Q2 2024 was Cohen & Steers, an estimated $110M added.
  • The largest Omega Healthcare seller in Q2 2024 was UBS AM, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.