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Omega Healthcare

622 hedge funds and large institutions have $8.01B invested in Omega Healthcare in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 159

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 599622 (+23)

3% more ownership

Funds ownership: 75.42%78.42% (+3%)

1% more capital invested

Capital invested by funds: $7.91B → $8.01B (+$108M)

22% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $58M

Holders
622
Holders Change
+23
Holders Change %
+3.84%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
85
Increased
281
Reduced
159
Closed
54
Calls
$45.1M
Puts
$58M
Net Calls
-$12.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
451
Sagespring Wealth Partners
Tennessee
$206K +$217K +5,436 New
SPIA
452
Steward Partners Investment Advisory
New York
$206K +$75K +1,878 +53%
CIS
453
Custom Index Systems
New York
$203K +$214K +5,351 New
EE
454
EWG Elevate
California
$202K +$213K +5,331 New
CAM
455
Cresset Asset Management
Illinois
$201K +$213K +5,321 New
MWM
456
Modern Wealth Management
Kansas
$200K +$212K +5,295 New
LAM
457
Longboard Asset Management
Arizona
$200K +$212K +5,293 New
CIBC Private Wealth Group
458
CIBC Private Wealth Group
Georgia
$189K -$7.07K -177 -3%
CFD
459
Creative Financial Designs
Indiana
$178K -$15.3K -382 -8%
MCM
460
MAI Capital Management
Ohio
$177K +$187K +4,689 New
GFM
461
GF Fund Management
China
$177K +$187K +4,685 New
APW
462
Aventura Private Wealth
Florida
$167K +$176K +4,415 New
FUBT
463
First United Bank & Trust
Maryland
$163K
BCWM
464
Bartlett & Co Wealth Management
Ohio
$155K -$12K -300 -7%
TSMHT
465
Thurston Springer Miller Herd & Titak
Indiana
$155K -$55.1K -1,378 -25%
S
466
SignatureFD
Georgia
$154K +$1.4K +35 +0.9%
WT
467
Washington Trust
Rhode Island
$153K
GI
468
GAMMA Investing
California
$152K +$20.1K +504 +14%
QCG
469
Quadrant Capital Group
Ohio
$144K +$4.36K +109 +3%
BC
470
Broadwater Capital
Massachusetts
$140K
OIA
471
Optimum Investment Advisors
Illinois
$127K -$24K -600 -15%
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$124K -$111K -2,787 -46%
AEPWM
473
Atlantic Edge Private Wealth Management
Florida
$121K
FFA
474
Farther Finance Advisors
California
$113K +$9.51K +238 +9%
VIA
475
Virtus Investment Advisers
Connecticut
$112K +$119K +2,971 New

OHI Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2024, worth a combined $8.01B — up 1.4% from $7.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OHI positions and 54 closed out — a net gain of 31 holders — while 281 added to existing stakes and 159 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $353M. The largest seller was Balyasny Asset Management, cutting an estimated $84.6M.

  • 622 institutional investors held Omega Healthcare (OHI) as of Q4 2024, up from 599 in Q3 2024.
  • Funds reported $8.01B of Omega Healthcare stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2024 and 54 closed out, a net change of +31 holders.
  • The largest Omega Healthcare buyer in Q4 2024 was Cohen & Steers, an estimated $353M added.
  • The largest Omega Healthcare seller in Q4 2024 was Balyasny Asset Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2024.