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Omega Healthcare

478 hedge funds and large institutions have $6.96B invested in Omega Healthcare in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 51

24% more capital invested

Capital invested by funds: $5.63B → $6.96B (+$1.33B)

4.9% more ownership

Funds ownership: 71.42%76.31% (+4.9%)

3% more funds holding

Funds holding: 466478 (+12)

8% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 158

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

22% less call options, than puts

Call options by funds: $65.8M | Put options by funds: $84.6M

Holders
478
Holders Change
+12
Holders Change %
+2.58%
% of All Funds
10.48%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
67
Increased
170
Reduced
158
Closed
51
Calls
$65.8M
Puts
$84.6M
Net Calls
-$18.8M
Net Calls Change
+$6.77M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
451
Pin Oak Investment Advisors
Texas
$8K
TWA
452
TCI Wealth Advisors
Arizona
$8K +$117 +3 +2%
ADL
453
Asset Dedication LLC
California
$7K
FWM
454
Focused Wealth Management
New York
$7K
HDIM
455
Hanson & Doremus Investment Management
Vermont
$7K
CAW
456
Cornerstone Advisors (Washington)
Washington
$6K
LWM
457
Lenox Wealth Management
Ohio
$6K
LC
458
Lindbrook Capital
California
$6K
GAM
459
Gemmer Asset Management
California
$6K +$467 +12 +8%
AA
460
Advisory Alpha
Michigan
$5.96K +$5.49K +141 New
HR
461
Howe & Rusling
New York
$5K -$1.68K -43 -28%
OSAM
462
O'Shaughnessy Asset Management
Connecticut
$4K -$39 -1 -1%
EARNEST Partners
463
EARNEST Partners
Georgia
$4K
JPLA
464
Joseph P. Lucia & Associates
New York
$4K
AAP
465
Arax Advisory Partners
Colorado
$4K +$78 +2 +2%
1NWS
466
1 North Wealth Services
Maryland
$4K +$3.39K +87 New
CCM
467
Covington Capital Management
California
$4K +$3.9K +100 New
PFBT
468
Parkside Financial Bank & Trust
Missouri
$3K
EW
469
Evoke Wealth
California
$2.71K +$2.49K +64 New
BCA
470
Berman Capital Advisors
Georgia
$2K
GWS
471
Glassman Wealth Services
Virginia
$2K
ME
472
McIlrath & Eck
Washington
$2K
SFA
473
Semmax Financial Advisors
North Carolina
$2K
FRA
474
Front Row Advisors
California
$1K
SFSIG
475
San Francisco Sentry Investment Group
California
$1K

OHI Hedge Fund Activity: Q3 2019 in Review

478 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2019, worth a combined $6.96B — up 24% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new OHI positions and 51 closed out — a net gain of 16 holders — while 170 added to existing stakes and 158 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $130M. The largest seller was Zimmer Partners, exiting entirely with an estimated $101M sold.

  • 478 institutional investors held Omega Healthcare (OHI) as of Q3 2019, up from 466 in Q2 2019.
  • Funds reported $6.96B of Omega Healthcare stock for Q3 2019, up 24% quarter-over-quarter.
  • 67 funds opened new Omega Healthcare positions in Q3 2019 and 51 closed out, a net change of +16 holders.
  • The largest Omega Healthcare buyer in Q3 2019 was Cohen & Steers, an estimated $130M added.
  • The largest Omega Healthcare seller in Q3 2019 was Zimmer Partners, an estimated $101M sold.

Based on aggregated 13F filings for Q3 2019.