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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
RA
526
Rise Advisors
New York
$27.6K +$454 +12 +2%
UB
527
UMB Bank
Missouri
$26.9K +$19.5K +516 +353%
LFA
528
LGT Financial Advisors
Texas
$24.7K
LC
529
Lindbrook Capital
California
$24.4K -$1.48K -39 -6%
RMC
530
Resources Management Corp
Connecticut
$24K
FCT
531
First Community Trust
Iowa
$23.4K
CA
532
CoreCap Advisors
Michigan
$23.2K +$21.5K +569 New
BLC
533
Brown, Lisle/Cummings
Rhode Island
$22.5K
BIG
534
Brooklyn Investment Group
New York
$22.5K +$20.9K +552 New
GWP
535
Gen-Wealth Partners
Michigan
$21.3K
HIA
536
Harbor Investment Advisory
Maryland
$20.4K
HWA
537
Heritage Wealth Advisors
Virginia
$20.4K
SAM
538
Smartleaf Asset Management
Massachusetts
$20.2K +$16.8K +445 +809%
BSB
539
Bangor Savings Bank
Maine
$18.9K
GXJ
540
Global X Japan
Japan
$18.6K -$4.8K -127 -22%
PMFA
541
Plante Moran Financial Advisors
Michigan
$18.4K +$3.29K +87 +24%
TFA
542
Toth Financial Advisory
Virginia
$18.3K -$17K -450 -50%
AF
543
Advisornet Financial
Minnesota
$18.3K
NIC
544
Northwest Investment Counselors
Oregon
$18.1K +$16.8K +445 New
KA
545
Kozak & Associates
Colorado
$15.7K +$265 +7 +2%
PWMG
546
Prestige Wealth Management Group
New Jersey
$14K
FNWA
547
Financial Network Wealth Advisors
Utah
$13.8K
HT
548
Headlands Technologies
Illinois
$13.6K +$12.6K +334 New
AA
549
Addison Advisors
Vermont
$13.6K
CCC
550
Chelsea Counsel Company
California
$13.6K

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.