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Omega Healthcare
OHI

Overview Fund Activity

525 hedge funds and large institutions have $4.99B invested in Omega Healthcare in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 181 increasing their positions, 179 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
+3
Holders Change %
+0.57%
% of All Funds
7.7%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
76
Increased
181
Reduced
179
Closed
65
Calls
$62.2M
Puts
$39.2M
Net Calls
+$23.1M
Net Calls Change
-$16.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$127M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$37.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$129M
4
CIM
Centersquare Investment Management
Pennsylvania
$110M
5
KAS
Kestra Advisory Services
Texas
$26.1M

Top Sellers

1
Prudential Financial
Prudential Financial
New Jersey
$713K
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
ECM
ExodusPoint Capital Management
New York
$0
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.25M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$95.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$2.97K – – –
JFA
502
JNBA Financial Advisors
Minnesota
$2.7K – – –
SWA
503
SOA Wealth Advisors
New York
$2.37K +$31 +1 +1%
PA
504
Pineridge Advisors
Missouri
$2.21K +$2.21K +72 New
PFBT
505
Parkside Financial Bank & Trust
Missouri
$2.12K -$368 -12 -15%
CAL
506
Capital Advisors Ltd
Ohio
$2K – – –
CJ
507
Caitlin John
Michigan
$1.87K +$1.87K +61 New
MRCM
508
M&R Capital Management
New Jersey
$1.87K – – –
AFWM
509
Abich Financial Wealth Management
Virginia
$1.84K +$1.84K +60 New
CTC
510
Central Trust Company
Missouri
$1.75K – – –
TAM
511
Tucker Asset Management
Colorado
$1.72K +$1.72K +56 New
S
512
Sachetta
Massachusetts
$1.63K +$1.63K +53 New
FGAM
513
Financial Gravity Asset Management
Texas
$1.6K +$785 +25 +96%
SFA
514
Semmax Financial Advisors
North Carolina
$1.58K +$32 +1 +2%
BC
515
Barrett & Company
Rhode Island
$1.53K – – –
SC
516
Stephens Consulting
Michigan
$1.5K – – –
PWMG
517
Private Wealth Management Group
New Jersey
$1.35K +$1.35K +44 New
CA
518
Clearstead Advisors
Ohio
$1.2K -$1.14K -37 -49%
FMP
519
Financial Management Professionals
Texas
$1K -$316 -6 -24%
HI
520
Horizon Investments
North Carolina
$449 – – –
FSWA
521
Financial Synergies Wealth Advisors
Texas
$336 +$336 +12 New
Kayne Anderson Rudnick Investment Management
522
Kayne Anderson Rudnick Investment Management
California
$270 +$270 +8 New
JFGIW
523
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$92 +$92 +3 New
MSWM
524
Mowery & Schoenfeld Wealth Management
Illinois
$62 +$62 +2 New
MHR
525
Matthew Hamilton Rosenberg
$31 – – –
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