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Omega Healthcare

503 hedge funds and large institutions have $6.29B invested in Omega Healthcare in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $4.79B → $6.29B (+$1.5B)

14% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $46.1M

7% more funds holding

Funds holding: 470503 (+33)

5.85% more ownership

Funds ownership: 70.49%76.35% (+5.9%)

19% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 190

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
8.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
80
Increased
154
Reduced
190
Closed
42
Calls
$52.6M
Puts
$46.1M
Net Calls
+$6.52M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
476
First Trust Direct Indexing
Massachusetts
$6K +$5.76K +170 New
AWG
477
Altus Wealth Group
Colorado
$6K +$5.86K +173 New
OSAM
478
O'Shaughnessy Asset Management
Connecticut
$5K -$2.95K -87 -39%
ZB
479
Zions Bancorporation
Utah
$5K -$339 -10 -7%
FNBOSM
480
First National Bank of South Miami
Florida
$5K +$4.37K +129 New
CG
481
Cutler Group
California
$4K -$50.1K -1,478 -92%
EARNEST Partners
482
EARNEST Partners
Georgia
$4K
GC
483
Globeflex Capital
California
$4K
SWA
484
SOA Wealth Advisors
New York
$4K +$4.07K +120 New
ABC
485
Associated Banc-Corp
Wisconsin
$3K
GWS
486
Glassman Wealth Services
Virginia
$3K
PP
487
Pacifica Partners
Canada
$3K
PFBT
488
Parkside Financial Bank & Trust
Missouri
$3K
MIM
489
Macroview Investment Management
Maryland
$3K +$34 +1 +1%
FGAM
490
Financial Gravity Asset Management
Texas
$3K +$2.78K +82 New
EW
491
Evoke Wealth
California
$2K
SFA
492
Semmax Financial Advisors
North Carolina
$2K
PWPS
493
Pinnacle Wealth Planning Services
Ohio
$2K +$1.76K +52 New
CCA
494
Childress Capital Advisors
Texas
$2K +$2.17K +64 New
RWML
495
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.6K
HIA
496
Harbor Investment Advisory
Maryland
$1K -$576 -17 -47%
FRA
497
Front Row Advisors
California
$1K
TWA
498
TCI Wealth Advisors
Arizona
$1K
CAAS
499
Capital Asset Advisory Services
Michigan
$1K +$915 +27 New
MIM
500
Merrion Investment Management
New Jersey
$1K +$1.19K +35 New

OHI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2020, worth a combined $6.29B — up 31% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new OHI positions and 42 closed out — a net gain of 38 holders — while 154 added to existing stakes and 190 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $271M. The largest seller was PGGM Investments, cutting an estimated $59.4M.

  • 503 institutional investors held Omega Healthcare (OHI) as of Q4 2020, up from 470 in Q3 2020.
  • Funds reported $6.29B of Omega Healthcare stock for Q4 2020, up 31% quarter-over-quarter.
  • 80 funds opened new Omega Healthcare positions in Q4 2020 and 42 closed out, a net change of +38 holders.
  • The largest Omega Healthcare buyer in Q4 2020 was Cohen & Steers, an estimated $271M added.
  • The largest Omega Healthcare seller in Q4 2020 was PGGM Investments, an estimated $59.4M sold.

Based on aggregated 13F filings for Q4 2020.