Omega Healthcare
528 hedge funds and large institutions have $4.99B invested in Omega Healthcare in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 182 increasing their positions, 179 reducing their positions, and 65 closing their positions.
59% more call options, than puts
Call options by funds: $62.2M | Put options by funds: $39.2M
18% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 65
2% more repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 179
1% more funds holding
Funds holding: 524 → 528 (+4)
0.64% less ownership
Funds ownership: 66.79% → 66.15% (-0.64%)
8% less capital invested
Capital invested by funds: $5.42B → $4.99B (-$431M)
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$55.2M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$39.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$39.3M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$30.8M |
| 5 |
California Public Employees Retirement System
Sacramento,
California
|
+$17.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$58.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$45.1M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$39.2M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$33.8M |
| 5 |
Bank of New York Mellon
New York
|
-$27.7M |
OHI Hedge Fund Activity: Q4 2023 in Review
528 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2023, worth a combined $4.99B — down 7.9% from $5.42B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new OHI positions and 65 closed out — a net gain of 12 holders — while 182 added to existing stakes and 179 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $55.2M. The largest seller was Prudential Financial, cutting an estimated $58.2M.
- 528 institutional investors held Omega Healthcare (OHI) as of Q4 2023, up from 524 in Q3 2023.
- Funds reported $4.99B of Omega Healthcare stock for Q4 2023, down 7.9% quarter-over-quarter.
- 77 funds opened new Omega Healthcare positions in Q4 2023 and 65 closed out, a net change of +12 holders.
- The largest Omega Healthcare buyer in Q4 2023 was Morgan Stanley, an estimated $55.2M added.
- The largest Omega Healthcare seller in Q4 2023 was Prudential Financial, an estimated $58.2M sold.
Based on aggregated 13F filings for Q4 2023.