We are live on ! Find out more
OHI icon

Omega Healthcare

508 hedge funds and large institutions have $4.81B invested in Omega Healthcare in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 220 increasing their positions, 138 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 138

7% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 54

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 512508 (-4)

3% less call options, than puts

Call options by funds: $42.8M | Put options by funds: $44M

3.43% less ownership

Funds ownership: 70.65%67.23% (-3.4%)

20% less capital invested

Capital invested by funds: $6.01B → $4.81B (-$1.21B)

Holders
508
Holders Change
-4
Holders Change %
-0.78%
% of All Funds
8.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
58
Increased
220
Reduced
138
Closed
54
Calls
$42.8M
Puts
$44M
Net Calls
-$1.16M
Net Calls Change
-$8.73M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
451
Prestige Wealth Management Group
New Jersey
$15K +$5.82K +169 +49%
AFS
452
Annapolis Financial Services
Maryland
$15K +$17.2K +500 New
WT
453
Whittier Trust
California
$14K
IWA
454
IBEX Wealth Advisors
New Jersey
$13K +$15K +436 New
SWA
455
Sutton Wealth Advisors
Florida
$12K
SSB
456
Sandy Spring Bank
Maryland
$12K
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$12K +$2.96K +86 +28%
CA
458
Clearstead Advisors
Ohio
$12K +$13.5K +392 New
NFG
459
Next Financial Group
Texas
$11K -$31.8K -925 -71%
PMFA
460
Plante Moran Financial Advisors
Michigan
$10K +$206 +6 +2%
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$10K +$551 +16 +5%
CQS
462
Credential Qtrade Securities
$9.89K -$613K -17,820 -98%
RFA
463
Reilly Financial Advisors
California
$9K
RDFA
464
Ritter Daniher Financial Advisory
Ohio
$9K
JWM
465
Janiczek Wealth Management
Colorado
$9K +$1.24K +36 +13%
PFGIA
466
Patriot Financial Group Insurance Agency
Massachusetts
$9K +$2.06K +60 +24%
LC
467
Lindbrook Capital
California
$9K +$2.55K +74 +34%
RG
468
Retirement Group
California
$8K +$172 +5 +2%
BIA
469
Bell Investment Advisors
California
$8K +$9.67K +281 New
FF
470
FourThought Financial
Florida
$7K
GAM
471
Gemmer Asset Management
California
$7K
LS
472
Leelyn Smith
Illinois
$7K
APWA
473
Atlas Private Wealth Advisors
New Jersey
$6K
CFN
474
Cordasco Financial Network
Florida
$6K
GWSG
475
GPS Wealth Strategies Group
Colorado
$6K

OHI Hedge Fund Activity: Q3 2021 in Review

508 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2021, worth a combined $4.81B — down 20% from $6.01B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new OHI positions and 54 closed out — a net gain of 4 holders — while 220 added to existing stakes and 138 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $42M. The largest seller was Invesco, cutting an estimated $151M.

  • 508 institutional investors held Omega Healthcare (OHI) as of Q3 2021, down from 512 in Q2 2021.
  • Funds reported $4.81B of Omega Healthcare stock for Q3 2021, down 20% quarter-over-quarter.
  • 58 funds opened new Omega Healthcare positions in Q3 2021 and 54 closed out, a net change of +4 holders.
  • The largest Omega Healthcare buyer in Q3 2021 was Millennium Management, an estimated $42M added.
  • The largest Omega Healthcare seller in Q3 2021 was Invesco, an estimated $151M sold.

Based on aggregated 13F filings for Q3 2021.