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Omega Healthcare

622 hedge funds and large institutions have $8.01B invested in Omega Healthcare in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 159

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 599622 (+23)

3% more ownership

Funds ownership: 75.42%78.42% (+3%)

1% more capital invested

Capital invested by funds: $7.91B → $8.01B (+$108M)

22% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $58M

Holders
622
Holders Change
+23
Holders Change %
+3.84%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
85
Increased
281
Reduced
159
Closed
54
Calls
$45.1M
Puts
$58M
Net Calls
-$12.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ISL
426
Ingalls & Snyder LLC
New York
$249K -$43K -1,075 -14%
DT
427
Diversified Trust
Tennessee
$248K +$262K +6,557 New
PTC
428
Private Trust Company
Ohio
$248K
PFT
429
Providence First Trust
Arizona
$246K +$260K +6,500 New
IFG
430
Independent Financial Group
California
$244K
FC
431
Farringdon Capital
United Kingdom
$243K +$256K +6,412 New
PA
432
Profund Advisors
Maryland
$241K -$20.9K -523 -8%
HNB
433
Huntington National Bank
Ohio
$238K +$1.44K +36 +0.6%
Rafferty Asset Management
434
Rafferty Asset Management
New York
$233K +$8.79K +220 +4%
OIA
435
OneDigital Investment Advisors
Kansas
$231K -$62.1K -1,555 -20%
MWM
436
Meridian Wealth Management
Kentucky
$228K +$9.99K +250 +4%
PDL
437
Portfolio Design Labs
California
$226K +$238K +5,962 New
IC
438
IEQ Capital
California
$223K -$116K -2,914 -33%
PWP
439
Prasad Wealth Partners
Ohio
$221K +$233K +5,842 New
EPAM
440
Euro Pacific Asset Management
Puerto Rico
$221K
PWG
441
Portside Wealth Group
Utah
$219K -$25.1K -628 -10%
FCCM
442
First City Capital Management
Georgia
$218K -$4K -100 -2%
BCM
443
Brookstone Capital Management
Illinois
$217K +$229K +5,743 New
SG Americas Securities
444
SG Americas Securities
New York
$215K -$1.04M -25,945 -82%
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$215K -$12.1K -303 -5%
WB
446
WesBanco Bank
West Virginia
$214K -$32K -800 -12%
BFM
447
Boothbay Fund Management
New York
$213K -$5.07M -126,890 -96%
CCG
448
Cypress Capital Group
Florida
$208K -$1.56K -39 -0.7%
GSIAS
449
Garden State Investment Advisory Services
New Jersey
$208K -$4.44K -111 -2%
Bessemer Group
450
Bessemer Group
New Jersey
$207K +$12.1K +303 +6%

OHI Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2024, worth a combined $8.01B — up 1.4% from $7.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OHI positions and 54 closed out — a net gain of 31 holders — while 281 added to existing stakes and 159 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $353M. The largest seller was Balyasny Asset Management, cutting an estimated $84.6M.

  • 622 institutional investors held Omega Healthcare (OHI) as of Q4 2024, up from 599 in Q3 2024.
  • Funds reported $8.01B of Omega Healthcare stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2024 and 54 closed out, a net change of +31 holders.
  • The largest Omega Healthcare buyer in Q4 2024 was Cohen & Steers, an estimated $353M added.
  • The largest Omega Healthcare seller in Q4 2024 was Balyasny Asset Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2024.