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Omega Healthcare

534 hedge funds and large institutions have $7.15B invested in Omega Healthcare in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 197 increasing their positions, 138 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 36

43% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 138

12% more funds holding

Funds holding: 478534 (+56)

1.04% more ownership

Funds ownership: 76.31%77.35% (+1%)

3% more capital invested

Capital invested by funds: $6.96B → $7.15B (+$195M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

41% less call options, than puts

Call options by funds: $49.6M | Put options by funds: $83.9M

Holders
534
Holders Change
+56
Holders Change %
+11.72%
% of All Funds
10.52%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.06%
New
104
Increased
197
Reduced
138
Closed
36
Calls
$49.6M
Puts
$83.9M
Net Calls
-$34.2M
Net Calls Change
-$15.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
476
Cordasco Financial Network
Florida
$19K
CIA
477
CSat Investment Advisory
Michigan
$19K +$1.78K +42 +10%
SWA
478
Sutton Wealth Advisors
Florida
$17K
MAM
479
Meeder Asset Management
Ohio
$17K -$5.12K -121 -23%
AIM
480
AIA Investment Management
Singapore
$17K +$17.4K +412 New
LWA
481
Lowe Wealth Advisors
Maryland
$16K
IIA
482
ICW Investment Advisors
Arizona
$16K +$16.2K +383 New
PFGIA
483
Patriot Financial Group Insurance Agency
Massachusetts
$14K +$85 +2 +0.6%
TWA
484
TCI Wealth Advisors
Arizona
$14K +$5.75K +136 +73%
OPS
485
Orion Portfolio Solutions
Nebraska
$14K +$14.3K +339 New
AF
486
Allworth Financial
California
$13K
PWMG
487
Prestige Wealth Management Group
New Jersey
$13K
RMC
488
Resources Management Corp
Connecticut
$13K +$12.7K +300 New
PMFA
489
Plante Moran Financial Advisors
Michigan
$12K +$212 +5 +2%
GWMIA
490
Global Wealth Management Investment Advisory
Florida
$11K
WCG
491
Weaver Consulting Group
California
$10K
OAJ
492
Ogorek Anthony Joseph
New York
$10K +$169 +4 +2%
RG
493
Retirement Group
California
$10K +$9.56K +226 New
PCM
494
Penserra Capital Management
California
$10K +$10.7K +252 New
WQ
495
Wealth Quarterback
New Jersey
$9.8K +$9.78K +231 New
TRCT
496
Tower Research Capital (TRC)
New York
$9K -$96.1K -2,270 -91%
CFD
497
Creative Financial Designs
Indiana
$8K -$2.92K -69 -26%
AF
498
Advisornet Financial
Minnesota
$8K
FANJ
499
Financial Architects (New Jersey)
New Jersey
$8K
OSNBOA
500
Old Second National Bank of Aurora
Illinois
$8K

OHI Hedge Fund Activity: Q4 2019 in Review

534 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2019, worth a combined $7.15B — up 2.8% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new OHI positions and 36 closed out — a net gain of 68 holders — while 197 added to existing stakes and 138 trimmed.

The largest buyer was BlackRock, adding an estimated $96.7M. The largest seller was Brookfield Public Securities Group, exiting entirely with an estimated $135M sold.

  • 534 institutional investors held Omega Healthcare (OHI) as of Q4 2019, up from 478 in Q3 2019.
  • Funds reported $7.15B of Omega Healthcare stock for Q4 2019, up 2.8% quarter-over-quarter.
  • 104 funds opened new Omega Healthcare positions in Q4 2019 and 36 closed out, a net change of +68 holders.
  • The largest Omega Healthcare buyer in Q4 2019 was BlackRock, an estimated $96.7M added.
  • The largest Omega Healthcare seller in Q4 2019 was Brookfield Public Securities Group, an estimated $135M sold.

Based on aggregated 13F filings for Q4 2019.