We are live on ! Find out more
OHI icon

Omega Healthcare

503 hedge funds and large institutions have $6.29B invested in Omega Healthcare in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $4.79B → $6.29B (+$1.5B)

14% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $46.1M

7% more funds holding

Funds holding: 470503 (+33)

5.85% more ownership

Funds ownership: 70.49%76.35% (+5.9%)

19% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 190

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
8.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
80
Increased
154
Reduced
190
Closed
42
Calls
$52.6M
Puts
$46.1M
Net Calls
+$6.52M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
526
Harvest Investment Services
Illinois
-$226K -7,557 Closed
QCM
527
Quantinno Capital Management
New York
-$219K -7,329 Closed
Bank of Nova Scotia
528
Bank of Nova Scotia
Ontario, Canada
-$219K -7,307 Closed
RC
529
RBF Capital
California
-$210K -7,000 Closed
AII
530
AGF Investments Inc
Ontario, Canada
-$199K -6,630 Closed
PCM
531
Prelude Capital Management
New York
-$107K -3,558 Closed
CT
532
Caldwell Trust
Florida
-$89.8K -3,000 Closed
PFS
533
Prospera Financial Services
Texas
-$37K -1,244 Closed
MWA
534
Moser Wealth Advisors
Washington
-$35K -1,155 Closed
CIA
535
CSat Investment Advisory
Michigan
-$30K -987 Closed
EDRH
536
Edmond de Rothschild Holding
Switzerland
-$24K -805 Closed
FHA
537
Flagship Harbor Advisors
Massachusetts
-$22K -762 Closed
CSPIA
538
Cary Street Partners Investment Advisory
Virginia
-$15K -500 Closed
OAJ
539
Ogorek Anthony Joseph
New York
-$7K -255 Closed
AIC
540
Archer Investment Corporation
Indiana
-$5.9K -197 Closed
AA
541
Advisory Alpha
Michigan
-$4K -138 Closed
WCG
542
Weaver Consulting Group
California
-$4K -120 Closed
HR
543
Howe & Rusling
New York
-$3K -110 Closed
RA
544
Rational Advisors
New York
-$2K -73 Closed
CI
545
CX Institutional
Indiana
-$1K -31 Closed

OHI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2020, worth a combined $6.29B — up 31% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new OHI positions and 42 closed out — a net gain of 38 holders — while 154 added to existing stakes and 190 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $271M. The largest seller was PGGM Investments, cutting an estimated $59.4M.

  • 503 institutional investors held Omega Healthcare (OHI) as of Q4 2020, up from 470 in Q3 2020.
  • Funds reported $6.29B of Omega Healthcare stock for Q4 2020, up 31% quarter-over-quarter.
  • 80 funds opened new Omega Healthcare positions in Q4 2020 and 42 closed out, a net change of +38 holders.
  • The largest Omega Healthcare buyer in Q4 2020 was Cohen & Steers, an estimated $271M added.
  • The largest Omega Healthcare seller in Q4 2020 was PGGM Investments, an estimated $59.4M sold.

Based on aggregated 13F filings for Q4 2020.