We are live on ! Find out more
OHI icon

Omega Healthcare

522 hedge funds and large institutions have $6.06B invested in Omega Healthcare in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 215 increasing their positions, 143 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 48

50% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 143

4% more funds holding

Funds holding: 502522 (+20)

8% more call options, than puts

Call options by funds: $53.9M | Put options by funds: $49.9M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $6.29B → $6.06B (-$228M)

4.71% less ownership

Funds ownership: 76.35%71.64% (-4.7%)

Holders
522
Holders Change
+20
Holders Change %
+3.98%
% of All Funds
9.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
73
Increased
215
Reduced
143
Closed
48
Calls
$53.9M
Puts
$49.9M
Net Calls
+$4.06M
Net Calls Change
-$2.46M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
551
Belpointe Asset Management
Nevada
-$114K -3,170 Closed
HGWM
552
Harvest Group Wealth Management
Massachusetts
-$115K -3,159 Closed
PCA
553
Peddock Capital Advisors
Massachusetts
-$55K -1,510 Closed
FCH
554
Freestone Capital Holdings
Washington
-$42.6K -1,174 Closed
CWM
555
Curi Wealth Management
North Carolina
-$36K -1,000 Closed
PWM
556
Perigon Wealth Management
California
-$31K -852 Closed
VCG
557
Vantage Consulting Group
Virginia
-$14K -390 Closed
AF
558
Allworth Financial
California
-$11K -300 Closed
RF
559
Robbins Farley
New Hampshire
-$7K -200 Closed
AWG
560
Altus Wealth Group
Colorado
-$6K -173 Closed
FTDI
561
First Trust Direct Indexing
Massachusetts
-$6K -170 Closed
CG
562
Cutler Group
California
-$4.79K -130 Closed
ABC
563
Associated Banc-Corp
Wisconsin
-$3K -74 Closed
CCA
564
Childress Capital Advisors
Texas
-$2K -64 Closed
PWPS
565
Pinnacle Wealth Planning Services
Ohio
-$2K -52 Closed
SFA
566
Semmax Financial Advisors
North Carolina
-$2K -49 Closed
ONST
567
Old North State Trust
North Carolina
-$1K -39 Closed
MIM
568
Merrion Investment Management
New Jersey
-$1K -35 Closed
CAAS
569
Capital Asset Advisory Services
Michigan
-$1K -27 Closed
MWP
570
Meridian Wealth Partners
Pennsylvania
+$405 +11 New

OHI Hedge Fund Activity: Q1 2021 in Review

522 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q1 2021, worth a combined $6.06B — down 3.6% from $6.29B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new OHI positions and 48 closed out — a net gain of 25 holders — while 215 added to existing stakes and 143 trimmed.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was Cohen & Steers, cutting an estimated $294M.

  • 522 institutional investors held Omega Healthcare (OHI) as of Q1 2021, up from 502 in Q4 2020.
  • Funds reported $6.06B of Omega Healthcare stock for Q1 2021, down 3.6% quarter-over-quarter.
  • 73 funds opened new Omega Healthcare positions in Q1 2021 and 48 closed out, a net change of +25 holders.
  • The largest Omega Healthcare buyer in Q1 2021 was BlackRock, an estimated $60.5M added.
  • The largest Omega Healthcare seller in Q1 2021 was Cohen & Steers, an estimated $294M sold.

Based on aggregated 13F filings for Q1 2021.