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Omega Healthcare

496 hedge funds and large institutions have $4.66B invested in Omega Healthcare in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 164 increasing their positions, 180 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $4.81B → $4.66B (-$147M)

4% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 89

9% less call options, than puts

Call options by funds: $45.2M | Put options by funds: $49.5M

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

1.13% less ownership

Funds ownership: 67.23%66.09% (-1.1%)

2% less funds holding

Funds holding: 508496 (-12)

Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
164
Reduced
180
Closed
89
Calls
$45.2M
Puts
$49.5M
Net Calls
-$4.36M
Net Calls Change
-$3.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
476
Macroview Investment Management
Maryland
$3K +$58 +2 +2%
EWA
477
EverSource Wealth Advisors
Alabama
$3K +$2.92K +100 New
OF
478
Outfitter Financial
Maine
$3K +$2.92K +100 New
TSWM
479
Tyler-Stone Wealth Management
Ohio
$3K +$2.92K +100 New
KFS
480
Kelly Financial Services
Massachusetts
$2.96K
FGAM
481
Financial Gravity Asset Management
Texas
$2.62K +$21.1K +721 +810%
AssetMark Inc
482
AssetMark Inc
California
$2K
PP
483
Pacifica Partners
Canada
$2K
EW
484
Evoke Wealth
California
$2K +$29 +1 +2%
CFRPA
485
Castle Financial & Retirement Planning Associates
New Jersey
$2K +$2.07K +71 New
M1FG
486
Mach-1 Financial Group
Arkansas
$2K +$2.72K +93 New
MAM
487
Mystic Asset Management
Rhode Island
$2K +$2.92K +100 New
SC
488
Stephens Consulting
Michigan
$1.45K +$1.43K +49 New
EBA
489
Eagle Bay Advisors
New York
$1K -$1.31K -45 -50%
AAP
490
Arax Advisory Partners
Colorado
$1K
FRA
491
Front Row Advisors
California
$1K
ZB
492
Zions Bancorporation
Utah
$1K
AWM
493
Accel Wealth Management
Iowa
$1K +$29 +1 +3%
SWA
494
SOA Wealth Advisors
New York
$1K +$29 +1 +2%
WC
495
Wexford Capital
Florida
$313 +$309K +10,578 New
FFG
496
Ford Financial Group
California
$48 +$48.2K +1,650 New
Nordea Investment Management
497
Nordea Investment Management
Sweden
-$21.9M -722,333 Closed
AIA
498
Avalon Investment & Advisory
Texas
-$12.4M -414,964 Closed
BIC
499
B&I Capital
Switzerland
-$11.6M -387,400 Closed
Korea Investment Corp
500
Korea Investment Corp
South Korea
-$10.4M -346,200 Closed

OHI Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2021, worth a combined $4.66B — down 3.1% from $4.81B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of OHI and 85 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 164 added.

The largest buyer was Bank of New York Mellon, adding an estimated $91.6M. The largest seller was Amundi, cutting an estimated $91.6M.

  • 496 institutional investors held Omega Healthcare (OHI) as of Q4 2021, down from 508 in Q3 2021.
  • Funds reported $4.66B of Omega Healthcare stock for Q4 2021, down 3.1% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2021 and 89 closed out, a net change of -4 holders.
  • The largest Omega Healthcare buyer in Q4 2021 was Bank of New York Mellon, an estimated $91.6M added.
  • The largest Omega Healthcare seller in Q4 2021 was Amundi, an estimated $91.6M sold.

Based on aggregated 13F filings for Q4 2021.