We are live on ! Find out more
OHI icon

Omega Healthcare

565 hedge funds and large institutions have $5.86B invested in Omega Healthcare in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 171 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.5M

26% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 171

15% more capital invested

Capital invested by funds: $5.11B → $5.86B (+$751M)

8% more funds holding

Funds holding: 525565 (+40)

3.31% more ownership

Funds ownership: 65.99%69.3% (+3.3%)

Holders
565
Holders Change
+40
Holders Change %
+7.62%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
89
Increased
215
Reduced
171
Closed
42
Calls
$74.4M
Puts
$55.5M
Net Calls
+$18.9M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
451
Carolinas Wealth Consulting
North Carolina
$73.8K +$756 +24 +1%
APC
452
Aspire Private Capital
North Carolina
$73.7K +$819 +26 +1%
AF
453
Allworth Financial
California
$73K -$5.64K -179 -8%
Group One Trading
454
Group One Trading
Illinois
$71.4K +$65.7K +2,086 New
CHA
455
Carmichael Hill & Associates
Maryland
$70.9K
IGWM
456
ICA Group Wealth Management
Colorado
$68.5K -$31.5K -1,000 -33%
SWM
457
Sugarloaf Wealth Management
Georgia
$65.6K +$1.04K +33 +2%
IA
458
IFP Advisors
Florida
$57.3K -$3.15K -100 -6%
C
459
Covestor
United Kingdom
$54K +$7.18K +228 +17%
MG
460
Mather Group
Illinois
$53.3K -$66.4K -2,107 -56%
EWA
461
EverSource Wealth Advisors
Alabama
$51.6K +$976 +31 +2%
GEA
462
Glen Eagle Advisors
New Jersey
$48.2K -$2.14K -68 -5%
HBW
463
Hazlett, Burt & Watson
West Virginia
$48K
CA
464
Crewe Advisors
Utah
$45.2K
Jones Financial Companies
465
Jones Financial Companies
Missouri
$45.2K +$41.6K +1,321 New
BCMLT
466
Beacon Capital Management LLC (Tennessee)
Tennessee
$44.6K
MA
467
MCF Advisors
Kentucky
$44.6K
WB
468
Webster Bank
Connecticut
$43.7K
WAM
469
WFA Asset Management
Wisconsin
$43.6K +$882 +28 +2%
DZ Bank
470
DZ Bank
Germany
$42.8K
GWSG
471
GPS Wealth Strategies Group
Colorado
$39.5K +$1.64K +52 +5%
RIA
472
Realta Investment Advisors
Delaware
$38.9K +$189 +6 +0.5%
FFA
473
Farther Finance Advisors
California
$38.6K +$10.7K +340 +43%
CI Investments Inc
474
CI Investments Inc
Ontario, Canada
$36K +$17.8K +565 +116%
KFI
475
Key Financial Inc
Pennsylvania
$35.7K

OHI Hedge Fund Activity: Q2 2024 in Review

565 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2024, worth a combined $5.86B — up 15% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OHI positions and 42 closed out — a net gain of 47 holders — while 215 added to existing stakes and 171 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $110M. The largest seller was UBS AM, cutting an estimated $30.6M.

  • 565 institutional investors held Omega Healthcare (OHI) as of Q2 2024, up from 525 in Q1 2024.
  • Funds reported $5.86B of Omega Healthcare stock for Q2 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Omega Healthcare positions in Q2 2024 and 42 closed out, a net change of +47 holders.
  • The largest Omega Healthcare buyer in Q2 2024 was Cohen & Steers, an estimated $110M added.
  • The largest Omega Healthcare seller in Q2 2024 was UBS AM, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.