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Omega Healthcare

503 hedge funds and large institutions have $6.29B invested in Omega Healthcare in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $4.79B → $6.29B (+$1.5B)

14% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $46.1M

7% more funds holding

Funds holding: 470503 (+33)

5.85% more ownership

Funds ownership: 70.49%76.35% (+5.9%)

19% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 190

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
8.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
80
Increased
154
Reduced
190
Closed
42
Calls
$52.6M
Puts
$46.1M
Net Calls
+$6.52M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
451
Pin Oak Investment Advisors
Texas
$14K +$6.34K +187 +94%
VCG
452
Vantage Consulting Group
Virginia
$14K +$13.2K +390 New
TAIM
453
TD Ameritrade Investment Management
Nebraska
$13K -$5.76K -170 -32%
SAI
454
Systematic Alpha Investments
New Jersey
$12K +$11.3K +333 New
SFS
455
Sowell Financial Services
Arkansas
$11K -$203 -6 -2%
AF
456
Allworth Financial
California
$11K
IBOK
457
Independence Bank of Kentucky
Kentucky
$11K +$10.2K +300 New
RFA
458
Reilly Financial Advisors
California
$11K +$10.2K +300 New
RDFA
459
Ritter Daniher Financial Advisory
Ohio
$11K +$10.2K +300 New
TWM
460
Tradition Wealth Management
Minnesota
$11K +$10.2K +300 New
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$102 +3 +1%
JWM
462
Janiczek Wealth Management
Colorado
$10K +$6.4K +189 +197%
GAM
463
Gemmer Asset Management
California
$9K -$237 -7 -3%
FF
464
FourThought Financial
Florida
$9K +$8.47K +250 New
LC
465
Lindbrook Capital
California
$8K -$10.3K -303 -59%
RG
466
Retirement Group
California
$8K +$136 +4 +2%
EI
467
Ellevest Inc
New York
$8K +$5.9K +174 +527%
DWP
468
Destiny Wealth Partners
Florida
$8K +$7.08K +209 New
AF
469
Advisornet Financial
Minnesota
$7K
APWA
470
Atlas Private Wealth Advisors
New Jersey
$7K
BCA
471
Berman Capital Advisors
Georgia
$7K +$1.59K +47 +30%
RF
472
Robbins Farley
New Hampshire
$7K +$6.78K +200 New
ED
473
Exane Derivatives
France
$6.46K -$407 -12 -6%
ADL
474
Asset Dedication LLC
California
$6K
FWM
475
Focused Wealth Management
New York
$6K

OHI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2020, worth a combined $6.29B — up 31% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new OHI positions and 42 closed out — a net gain of 38 holders — while 154 added to existing stakes and 190 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $271M. The largest seller was PGGM Investments, cutting an estimated $59.4M.

  • 503 institutional investors held Omega Healthcare (OHI) as of Q4 2020, up from 470 in Q3 2020.
  • Funds reported $6.29B of Omega Healthcare stock for Q4 2020, up 31% quarter-over-quarter.
  • 80 funds opened new Omega Healthcare positions in Q4 2020 and 42 closed out, a net change of +38 holders.
  • The largest Omega Healthcare buyer in Q4 2020 was Cohen & Steers, an estimated $271M added.
  • The largest Omega Healthcare seller in Q4 2020 was PGGM Investments, an estimated $59.4M sold.

Based on aggregated 13F filings for Q4 2020.