Omega Healthcare
326 hedge funds and large institutions have $3.61B invested in Omega Healthcare in 2014 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 140 increasing their positions, 104 reducing their positions, and 25 closing their positions.
36% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 25
35% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 104
3% more funds holding
Funds holding: 318 → 326 (+8)
2.09% less ownership
Funds ownership: 84.96% → 82.87% (-2.1%)
9% less capital invested
Capital invested by funds: $3.95B → $3.61B (-$347M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
54% less call options, than puts
Call options by funds: $13.2M | Put options by funds: $28.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$145M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.1M |
| 3 |
Goldman Sachs
New York
|
+$13.8M |
| 4 |
Morgan Stanley
New York
|
+$13.4M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$157M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$42.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$33M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$24.3M |
| 5 |
O
OppenheimerFunds
New York
|
-$15.8M |
OHI Hedge Fund Activity: Q3 2014 in Review
326 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2014, worth a combined $3.61B — down 8.8% from $3.95B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new OHI positions and 25 closed out — a net gain of 9 holders — while 140 added to existing stakes and 104 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $145M. The largest seller was Cohen & Steers, cutting an estimated $157M.
- 326 institutional investors held Omega Healthcare (OHI) as of Q3 2014, up from 318 in Q2 2014.
- Funds reported $3.61B of Omega Healthcare stock for Q3 2014, down 8.8% quarter-over-quarter.
- 34 funds opened new Omega Healthcare positions in Q3 2014 and 25 closed out, a net change of +9 holders.
- The largest Omega Healthcare buyer in Q3 2014 was JP Morgan Chase, an estimated $145M added.
- The largest Omega Healthcare seller in Q3 2014 was Cohen & Steers, an estimated $157M sold.
Based on aggregated 13F filings for Q3 2014.