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Omega Healthcare

599 hedge funds and large institutions have $7.91B invested in Omega Healthcare in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 241 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 52

71% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $44.6M

43% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 168

35% more capital invested

Capital invested by funds: $5.86B → $7.91B (+$2.04B)

6.12% more ownership

Funds ownership: 69.3%75.42% (+6.1%)

6% more funds holding

Funds holding: 565599 (+34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
599
Holders Change
+34
Holders Change %
+6.02%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
95
Increased
241
Reduced
168
Closed
52
Calls
$76.3M
Puts
$44.6M
Net Calls
+$31.7M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
426
Laird Norton Wetherby Wealth Management
California
$243K
BFG
427
Bleakley Financial Group
New Jersey
$243K +$605 +16 +0.3%
Rafferty Asset Management
428
Rafferty Asset Management
New York
$242K -$5.26K -139 -2%
SCA
429
Snowden Capital Advisors
New York
$241K +$224K +5,927 New
Jones Financial Companies
430
Jones Financial Companies
Missouri
$240K +$175K +4,633 +351%
FCCM
431
First City Capital Management
Georgia
$238K -$17K -450 -7%
SRL
432
Scientech Research LLC
New Jersey
$238K +$221K +5,847 New
SPA
433
Sherbrooke Park Advisers
New York
$237K -$456K -12,055 -67%
EPAM
434
Euro Pacific Asset Management
Puerto Rico
$236K +$219K +5,800 New
FTDI
435
First Trust Direct Indexing
Massachusetts
$235K -$6.32K -167 -3%
MWM
436
Meridian Wealth Management
Kentucky
$235K +$218K +5,770 New
IAS
437
Insigneo Advisory Services
Florida
$235K +$218K +5,765 New
GSIAS
438
Garden State Investment Advisory Services
New Jersey
$228K +$212K +5,602 New
BCM
439
Bayesian Capital Management
New York
$228K +$212K +5,593 New
NI
440
NCP Inc
California
$226K +$84.9K +2,245 +68%
CCG
441
Cypress Capital Group
Florida
$225K +$210K +5,539 New
TSMHT
442
Thurston Springer Miller Herd & Titak
Indiana
$222K +$15.7K +414 +8%
WIA
443
World Investment Advisors
California
$220K +$204K +5,400 New
PFA
444
Pure Financial Advisors
California
$218K +$203K +5,362 New
B
445
Bellecapital
Switzerland
$212K +$197K +5,200 New
PWP
446
Principle Wealth Partners
Connecticut
$211K +$196K +5,180 New
CIBC Private Wealth Group
447
CIBC Private Wealth Group
Georgia
$211K +$8.21K +217 +4%
Bessemer Group
448
Bessemer Group
New Jersey
$209K +$6.09K +161 +3%
CFD
449
Creative Financial Designs
Indiana
$207K -$4.62K -122 -2%
GJWM
450
Gilliland Jeter Wealth Management
Arkansas
$207K

OHI Hedge Fund Activity: Q3 2024 in Review

599 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2024, worth a combined $7.91B — up 35% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new OHI positions and 52 closed out — a net gain of 43 holders — while 241 added to existing stakes and 168 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $526M. The largest seller was Citadel Advisors, cutting an estimated $24.9M.

  • 599 institutional investors held Omega Healthcare (OHI) as of Q3 2024, up from 565 in Q2 2024.
  • Funds reported $7.91B of Omega Healthcare stock for Q3 2024, up 35% quarter-over-quarter.
  • 95 funds opened new Omega Healthcare positions in Q3 2024 and 52 closed out, a net change of +43 holders.
  • The largest Omega Healthcare buyer in Q3 2024 was Cohen & Steers, an estimated $526M added.
  • The largest Omega Healthcare seller in Q3 2024 was Citadel Advisors, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2024.