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Omega Healthcare

565 hedge funds and large institutions have $5.86B invested in Omega Healthcare in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 171 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.5M

26% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 171

15% more capital invested

Capital invested by funds: $5.11B → $5.86B (+$751M)

8% more funds holding

Funds holding: 525565 (+40)

3.31% more ownership

Funds ownership: 65.99%69.3% (+3.3%)

Holders
565
Holders Change
+40
Holders Change %
+7.62%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
89
Increased
215
Reduced
171
Closed
42
Calls
$74.4M
Puts
$55.5M
Net Calls
+$18.9M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
476
Ancora Advisors
Ohio
$34.3K
MIA
477
MeadowBrook Investment Advisors
Michigan
$34.3K
NA
478
Nordwand Advisors
Pennsylvania
$34.3K
PBK
479
Peoples Bank (Kansas)
Kansas
$34.3K
VWM
480
Venturi Wealth Management
Texas
$33.3K +$23K +731 +302%
TFA
481
Toth Financial Advisory
Virginia
$30.8K -$37.2K -1,180 -57%
AAG
482
Armstrong Advisory Group
Massachusetts
$30.8K
AWM
483
Atticus Wealth Management
Florida
$30.8K
GI
484
Gradient Investments
Minnesota
$30.8K
NS
485
NBC Securities
Alabama
$29K
WTC
486
WhitTier Trust Company
Nevada
$27.4K
ST
487
Smithfield Trust
Pennsylvania
$26K
VCM
488
Versant Capital Management
Arizona
$26K +$23.9K +758 New
RA
489
Rise Advisors
New York
$22.8K +$441 +14 +2%
VSQM
490
V-Square Quantitative Management
Illinois
$22.4K +$20.6K +653 New
LC
491
Lindbrook Capital
California
$21.9K -$3.4K -108 -14%
RMC
492
Resources Management Corp
Connecticut
$21K
LFA
493
LGT Financial Advisors
Texas
$20.8K
GXJ
494
Global X Japan
Japan
$20K +$18.4K +583 New
FCT
495
First Community Trust
Iowa
$19.7K
BLC
496
Brown, Lisle/Cummings
Rhode Island
$19K +$17.5K +554 New
GWP
497
Gen-Wealth Partners
Michigan
$17.1K -$14K -445 -47%
HIA
498
Harbor Investment Advisory
Maryland
$17.1K
HWA
499
Heritage Wealth Advisors
Virginia
$17.1K
NFSG
500
Newbridge Financial Services Group
Florida
$17.1K

OHI Hedge Fund Activity: Q2 2024 in Review

565 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2024, worth a combined $5.86B — up 15% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OHI positions and 42 closed out — a net gain of 47 holders — while 215 added to existing stakes and 171 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $110M. The largest seller was UBS AM, cutting an estimated $30.6M.

  • 565 institutional investors held Omega Healthcare (OHI) as of Q2 2024, up from 525 in Q1 2024.
  • Funds reported $5.86B of Omega Healthcare stock for Q2 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Omega Healthcare positions in Q2 2024 and 42 closed out, a net change of +47 holders.
  • The largest Omega Healthcare buyer in Q2 2024 was Cohen & Steers, an estimated $110M added.
  • The largest Omega Healthcare seller in Q2 2024 was UBS AM, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.