We are live on ! Find out more
OHI icon

Omega Healthcare

525 hedge funds and large institutions have $5.11B invested in Omega Healthcare in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 196 increasing their positions, 176 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $22M

11% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 176

2% more capital invested

Capital invested by funds: $4.99B → $5.11B (+$121M)

2% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 59

0.15% less ownership

Funds ownership: 66.15%65.99% (-0.15%)

1% less funds holding

Funds holding: 528525 (-3)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
525
Holders Change
-3
Holders Change %
-0.57%
% of All Funds
7.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
60
Increased
196
Reduced
176
Closed
59
Calls
$64.2M
Puts
$22M
Net Calls
+$42.2M
Net Calls Change
+$19.2M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$28.2M -$3.31M -108,814 -11%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$27.9M +$2.14M +70,259 +9%
Ameriprise
28
Ameriprise
Minnesota
$26.2M -$7.03M -231,403 -22%
AllianceBernstein
29
AllianceBernstein
Tennessee
$25.3M -$1.02M -33,431 -4%
RhumbLine Advisers
30
RhumbLine Advisers
Massachusetts
$23M -$881K -28,966 -4%
ACM
31
Advisors Capital Management
New Jersey
$21.8M +$293K +9,639 +1%
Barclays
32
Barclays
United Kingdom
$20.6M +$1.77M +58,313 +10%
AssetMark Inc
33
AssetMark Inc
California
$19.1M +$17.4M +572,689 +1,834%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$17M -$780K -25,661 -4%
BC
35
Brookfield Corp
Ontario, Canada
$16.4M +$15.8M +519,299 New
Asset Management One
36
Asset Management One
Japan
$16.2M +$745K +24,523 +5%
Swiss National Bank
37
Swiss National Bank
Switzerland
$15.3M +$33.4K +1,100 +0.2%
Deutsche Bank
38
Deutsche Bank
Germany
$15.3M -$88.2M -2,902,130 -86%
Canada Life
39
Canada Life
Manitoba, Canada
$14.6M +$508K +16,703 +4%
Ohio Public Employees Retirement System (OPERS)
40
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.5M -$234K -7,698 -2%
LPL Financial
41
LPL Financial
California
$14.4M -$392K -12,902 -3%
CS
42
Credit Suisse
Switzerland
$14.2M +$395K +13,008 +3%
SO
43
STRS Ohio
Ohio
$13.4M -$3.96M -130,228 -24%
Wells Fargo
44
Wells Fargo
California
$12M +$501K +16,472 +5%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$11.9M -$132K -4,338 -1%
UBS Group
46
UBS Group
Switzerland
$11.7M -$2.41M -79,313 -18%
GIM
47
Goelzer Investment Management
Indiana
$11.6M -$1.66M -54,532 -13%
RJA
48
Raymond James & Associates
Florida
$11.4M +$413K +13,577 +4%
Citigroup
49
Citigroup
New York
$10.7M +$4.44M +146,050 +76%
Stifel Financial
50
Stifel Financial
Missouri
$10.7M -$201K -6,617 -2%

OHI Hedge Fund Activity: Q1 2024 in Review

525 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2024, worth a combined $5.11B — up 2.4% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new OHI positions and 59 closed out — a net gain of 1 holder — while 196 added to existing stakes and 176 trimmed.

The largest buyer was Amundi, adding an estimated $54.3M. The largest seller was Deutsche Bank, cutting an estimated $88.2M.

  • 525 institutional investors held Omega Healthcare (OHI) as of Q1 2024, down from 528 in Q4 2023.
  • Funds reported $5.11B of Omega Healthcare stock for Q1 2024, up 2.4% quarter-over-quarter.
  • 60 funds opened new Omega Healthcare positions in Q1 2024 and 59 closed out, a net change of +1 holder.
  • The largest Omega Healthcare buyer in Q1 2024 was Amundi, an estimated $54.3M added.
  • The largest Omega Healthcare seller in Q1 2024 was Deutsche Bank, an estimated $88.2M sold.

Based on aggregated 13F filings for Q1 2024.