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Omega Healthcare

599 hedge funds and large institutions have $7.91B invested in Omega Healthcare in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 241 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 52

71% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $44.6M

43% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 168

35% more capital invested

Capital invested by funds: $5.86B → $7.91B (+$2.04B)

6.12% more ownership

Funds ownership: 69.3%75.42% (+6.1%)

6% more funds holding

Funds holding: 565599 (+34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
599
Holders Change
+34
Holders Change %
+6.02%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
95
Increased
241
Reduced
168
Closed
52
Calls
$76.3M
Puts
$44.6M
Net Calls
+$31.7M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
451
Symphony Financial Services
Ohio
$205K +$190K +5,031 New
BFG
452
Berger Financial Group
Minnesota
$201K +$186K +4,928 New
MWPCG
453
Measured Wealth Private Client Group
New Hampshire
$200K +$186K +4,922 New
BCWM
454
Bartlett & Co Wealth Management
Ohio
$179K
FUBT
455
First United Bank & Trust
Maryland
$175K -$2.84K -75 -2%
S
456
SignatureFD
Georgia
$165K +$3.67K +97 +2%
WT
457
Washington Trust
Rhode Island
$164K +$11.3K +300 +8%
OIA
458
Optimum Investment Advisors
Illinois
$161K
JPWM
459
Jamison Private Wealth Management
Georgia
$153K -$2.65K -70 -2%
BC
460
Broadwater Capital
Massachusetts
$151K
QCG
461
Quadrant Capital Group
Ohio
$150K +$10.1K +267 +8%
SPIA
462
Steward Partners Investment Advisory
New York
$145K -$109K -2,875 -45%
GI
463
GAMMA Investing
California
$142K +$39.9K +1,054 +43%
Allspring Global Investments
464
Allspring Global Investments
North Carolina
$135K -$56.6K -1,495 -31%
AEPWM
465
Atlantic Edge Private Wealth Management
Florida
$130K
CFGS
466
Concourse Financial Group Securities
Alabama
$123K +$3.9K +103 +4%
NSIM
467
North Star Investment Management
Illinois
$113K
FFA
468
Farther Finance Advisors
California
$112K +$60.9K +1,609 +142%
AWM
469
AllSquare Wealth Management
New York
$110K
VI
470
Vestcor Inc
New Brunswick, Canada
$108K -$341K -9,024 -77%
FDCDDQ
471
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.1K
AF
472
Allworth Financial
California
$92.6K +$9.23K +244 +12%
GG
473
Gleason Group
Kentucky
$89.6K +$1.44K +38 +2%
CWC
474
Carolinas Wealth Consulting
North Carolina
$88.6K +$870 +23 +1%
APC
475
Aspire Private Capital
North Carolina
$88.5K +$870 +23 +1%

OHI Hedge Fund Activity: Q3 2024 in Review

599 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2024, worth a combined $7.91B — up 35% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new OHI positions and 52 closed out — a net gain of 43 holders — while 241 added to existing stakes and 168 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $526M. The largest seller was Citadel Advisors, cutting an estimated $24.9M.

  • 599 institutional investors held Omega Healthcare (OHI) as of Q3 2024, up from 565 in Q2 2024.
  • Funds reported $7.91B of Omega Healthcare stock for Q3 2024, up 35% quarter-over-quarter.
  • 95 funds opened new Omega Healthcare positions in Q3 2024 and 52 closed out, a net change of +43 holders.
  • The largest Omega Healthcare buyer in Q3 2024 was Cohen & Steers, an estimated $526M added.
  • The largest Omega Healthcare seller in Q3 2024 was Citadel Advisors, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2024.