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Omega Healthcare

622 hedge funds and large institutions have $8.01B invested in Omega Healthcare in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 159

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 599622 (+23)

3% more ownership

Funds ownership: 75.42%78.42% (+3%)

1% more capital invested

Capital invested by funds: $7.91B → $8.01B (+$108M)

22% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $58M

Holders
622
Holders Change
+23
Holders Change %
+3.84%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
85
Increased
281
Reduced
159
Closed
54
Calls
$45.1M
Puts
$58M
Net Calls
-$12.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
476
Concourse Financial Group Securities
Alabama
$111K
NSIM
477
North Star Investment Management
Illinois
$105K
AWM
478
AllSquare Wealth Management
New York
$102K
VHAM
479
Van Hulzen Asset Management
California
$102K +$108K +2,700 New
QL
480
Quarry LP
New York
$102K +$38.5K +963 +56%
FDCDDQ
481
Federation des caisses Desjardins du Quebec
Quebec, Canada
$87.5K
AF
482
Allworth Financial
California
$87.3K +$3.48K +87 +4%
GG
483
Gleason Group
Kentucky
$84.7K +$1.44K +36 +2%
CWC
484
Carolinas Wealth Consulting
North Carolina
$83.2K +$839 +21 +1%
FRA
485
Front Row Advisors
California
$75.7K
SWM
486
Sugarloaf Wealth Management
Georgia
$74.5K +$1.04K +26 +1%
VWM
487
Venturi Wealth Management
Texas
$74.2K +$28K +701 +56%
HCP
488
Hexagon Capital Partners
Arkansas
$71K
AAP
489
Arax Advisory Partners
Colorado
$64.3K +$40.3K +1,009 +146%
PSFG
490
Park Square Financial Group
Georgia
$60.7K +$64.1K +1,604 New
EWA
491
EverSource Wealth Advisors
Alabama
$60K +$5.51K +138 +10%
VCM
492
Versant Capital Management
Arizona
$59.8K +$8.03K +201 +15%
CA
493
CoreCap Advisors
Michigan
$59.7K +$40.3K +1,009 +177%
DF
494
Dunhill Financial
United Kingdom
$57.4K +$30K +750 +98%
MA
495
Montag & Associates
Georgia
$56.6K +$959 +24 +2%
Loomis, Sayles & Company
496
Loomis, Sayles & Company
Massachusetts
$56K +$12.7K +319 +28%
GEA
497
Glen Eagle Advisors
New Jersey
$53.4K +$80 +2 +0.1%
VSQM
498
V-Square Quantitative Management
Illinois
$53.4K +$17.3K +434 +44%
HBW
499
Hazlett, Burt & Watson
West Virginia
$53K
ST
500
Smithfield Trust
Pennsylvania
$52K

OHI Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2024, worth a combined $8.01B — up 1.4% from $7.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OHI positions and 54 closed out — a net gain of 31 holders — while 281 added to existing stakes and 159 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $353M. The largest seller was Balyasny Asset Management, cutting an estimated $84.6M.

  • 622 institutional investors held Omega Healthcare (OHI) as of Q4 2024, up from 599 in Q3 2024.
  • Funds reported $8.01B of Omega Healthcare stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2024 and 54 closed out, a net change of +31 holders.
  • The largest Omega Healthcare buyer in Q4 2024 was Cohen & Steers, an estimated $353M added.
  • The largest Omega Healthcare seller in Q4 2024 was Balyasny Asset Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2024.