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Omega Healthcare

599 hedge funds and large institutions have $7.91B invested in Omega Healthcare in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 241 increasing their positions, 168 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 52

71% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $44.6M

43% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 168

35% more capital invested

Capital invested by funds: $5.86B → $7.91B (+$2.04B)

6.12% more ownership

Funds ownership: 69.3%75.42% (+6.1%)

6% more funds holding

Funds holding: 565599 (+34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
599
Holders Change
+34
Holders Change %
+6.02%
% of All Funds
8.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
95
Increased
241
Reduced
168
Closed
52
Calls
$76.3M
Puts
$44.6M
Net Calls
+$31.7M
Net Calls Change
+$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
501
Venturi Wealth Management
Texas
$51.2K +$10.8K +286 +29%
BTI
502
Blue Trust Inc
Georgia
$49.1K +$44.2K +1,167 +439%
CPA
503
Capital Performance Advisors
California
$47.6K +$44.2K +1,169 New
Loomis, Sayles & Company
504
Loomis, Sayles & Company
Massachusetts
$47K +$43.7K +1,156 New
GWSG
505
GPS Wealth Strategies Group
Colorado
$46.9K
ACA
506
Atlas Capital Advisors
Wyoming
$45.2K +$33.7K +890 +403%
TC
507
Truvestments Capital
Florida
$43.1K +$40K +1,058 New
KFI
508
Key Financial Inc
Pennsylvania
$42.4K
AA
509
Ancora Advisors
Ohio
$40.7K
MIA
510
MeadowBrook Investment Advisors
Michigan
$40.7K
NA
511
Nordwand Advisors
Pennsylvania
$40.7K
PBK
512
Peoples Bank (Kansas)
Kansas
$40.7K
CM
513
Caption Management
Oklahoma
$40.7K +$37.8K +1,000 New
VSQM
514
V-Square Quantitative Management
Illinois
$39.7K +$12.2K +323 +49%
AAG
515
Armstrong Advisory Group
Massachusetts
$36.6K
AWM
516
Atticus Wealth Management
Florida
$36.6K
ABWM
517
Alpine Bank Wealth Management
Colorado
$35K +$32.5K +859 New
WTC
518
WhitTier Trust Company
Nevada
$32.6K
DPW
519
DiNuzzo Private Wealth
Pennsylvania
$32.6K +$30.3K +800 New
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$32K -$10.3K -273 -26%
TWD
521
True Wealth Design
Ohio
$31.4K +$29.2K +771 New
DF
522
Dunhill Financial
United Kingdom
$31.2K +$29K +766 New
NS
523
NBC Securities
Alabama
$31K -$3.78K -100 -11%
IRC
524
Investors Research Corp
Georgia
$29.2K -$76.2K -2,013 -74%
AAP
525
Arax Advisory Partners
Colorado
$28.1K +$19.3K +510 +283%

OHI Hedge Fund Activity: Q3 2024 in Review

599 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2024, worth a combined $7.91B — up 35% from $5.86B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new OHI positions and 52 closed out — a net gain of 43 holders — while 241 added to existing stakes and 168 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $526M. The largest seller was Citadel Advisors, cutting an estimated $24.9M.

  • 599 institutional investors held Omega Healthcare (OHI) as of Q3 2024, up from 565 in Q2 2024.
  • Funds reported $7.91B of Omega Healthcare stock for Q3 2024, up 35% quarter-over-quarter.
  • 95 funds opened new Omega Healthcare positions in Q3 2024 and 52 closed out, a net change of +43 holders.
  • The largest Omega Healthcare buyer in Q3 2024 was Cohen & Steers, an estimated $526M added.
  • The largest Omega Healthcare seller in Q3 2024 was Citadel Advisors, an estimated $24.9M sold.

Based on aggregated 13F filings for Q3 2024.