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Omega Healthcare

480 hedge funds and large institutions have $5.54B invested in Omega Healthcare in 2019 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 174 increasing their positions, 147 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 45

18% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 147

14% more capital invested

Capital invested by funds: $4.87B → $5.54B (+$671M)

5% more funds holding

Funds holding: 459480 (+21)

2% more ownership

Funds ownership: 69.17%71.17% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

27% less call options, than puts

Call options by funds: $52.3M | Put options by funds: $71.9M

Holders
480
Holders Change
+21
Holders Change %
+4.58%
% of All Funds
10.39%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
70
Increased
174
Reduced
147
Closed
45
Calls
$52.3M
Puts
$71.9M
Net Calls
-$19.6M
Net Calls Change
-$22M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
451
Hanson & Doremus Investment Management
Vermont
$7K
VNA
452
Valley National Advisers
Pennsylvania
$7K
HR
453
Howe & Rusling
New York
$6K -$11.9K -322 -68%
FWM
454
Focused Wealth Management
New York
$6K
LWM
455
Lenox Wealth Management
Ohio
$6K +$3.67K +99 +198%
CAW
456
Cornerstone Advisors (Washington)
Washington
$6K +$3.97K +107 +268%
PGA
457
Premia Global Advisors
Florida
$6K +$6.3K +170 New
CCM
458
Cribstone Capital Management
Maine
$5K
LC
459
Lindbrook Capital
California
$5K
SFG
460
SevenBridge Financial Group
Pennsylvania
$5K
GAM
461
Gemmer Asset Management
California
$5K +$1.56K +42 +42%
CB
462
CNB Bank
Pennsylvania
$5K +$5.19K +140 New
RCAG
463
Rehmann Capital Advisory Group
Michigan
$4.12K +$1.97K +53 +96%
SMFS
464
Squar Milner Financial Services
California
$4K -$1.07K -29 -20%
EARNEST Partners
465
EARNEST Partners
Georgia
$4K
PFBT
466
Parkside Financial Bank & Trust
Missouri
$4K +$1.74K +47 +77%
OSAM
467
O'Shaughnessy Asset Management
Connecticut
$4K +$2.15K +58 +171%
TA
468
TCG Advisors
Texas
$4K +$3.41K +92 New
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$3.81K +$3.71K +100 New
CF
470
Centaurus Financial
California
$3.77K +$1.59K +43 +43%
1NWS
471
1 North Wealth Services
Maryland
$3K
LWA
472
Lenox Wealth Advisors
New York
$3K +$3.3K +89 New
GT
473
Glenmede Trust
Pennsylvania
$2.98K +$2.84M +76,604 +5,004%
ME
474
McIlrath & Eck
Washington
$2K
SFA
475
Semmax Financial Advisors
North Carolina
$2K

OHI Hedge Fund Activity: Q1 2019 in Review

480 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2019, worth a combined $5.54B — up 14% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new OHI positions and 45 closed out — a net gain of 25 holders — while 174 added to existing stakes and 147 trimmed.

The largest buyer was Zimmer Partners, opening a new position worth an estimated $108M. The largest seller was Two Sigma Investments, cutting an estimated $47.6M.

  • 480 institutional investors held Omega Healthcare (OHI) as of Q1 2019, up from 459 in Q4 2018.
  • Funds reported $5.54B of Omega Healthcare stock for Q1 2019, up 14% quarter-over-quarter.
  • 70 funds opened new Omega Healthcare positions in Q1 2019 and 45 closed out, a net change of +25 holders.
  • The largest Omega Healthcare buyer in Q1 2019 was Zimmer Partners, an estimated $108M added.
  • The largest Omega Healthcare seller in Q1 2019 was Two Sigma Investments, an estimated $47.6M sold.

Based on aggregated 13F filings for Q1 2019.