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Omega Healthcare
OHI

496 hedge funds and large institutions have $4.66B invested in Omega Healthcare in 2021 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 164 increasing their positions, 180 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $4.81B → $4.66B (-$147M)

4% less first-time investments, than exits

New positions opened: 85 | Existing positions closed: 89

9% less call options, than puts

Call options by funds: $45.2M | Put options by funds: $49.5M

9% less repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 180

1.13% less ownership

Funds ownership: 67.23% → 66.09% (-1.1%)

2% less funds holding

Funds holding: 508 → 496 (-12)

Holders
496
Holders Change
-12
Holders Change %
-2.36%
% of All Funds
7.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
85
Increased
164
Reduced
180
Closed
89
Calls
$45.2M
Puts
$49.5M
Net Calls
-$4.36M
Net Calls Change
-$3.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$91.6M
2
Deutsche Bank
Deutsche Bank
Germany
+$45.4M
3
LIMS
Lasalle Investment Management Securities
Maryland
+$35.7M
4
Citadel Advisors
Citadel Advisors
Florida
+$33.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$33.6M

Top Sellers

Rank Fund Capital Flow
1
Amundi
Amundi
France
-$91.6M
2
N
Nuveen
North Carolina
-$41.8M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$33.6M
4
BlackRock
BlackRock
New York
-$27.9M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
APWA
576
Atlas Private Wealth Advisors
New Jersey
– -$6K -200 Closed
HA
577
Herold Advisors
New York
– -$5K -200 Closed
PWM
578
Prentice Wealth Management
New York
– -$6K -200 Closed
ETC
579
Exchange Traded Concepts
Oklahoma
– -$5K -182 Closed
NICM
580
Neo Ivy Capital Management
New York
– -$5K -152 Closed
AWA
581
Arkadios Wealth Advisors
Georgia
– -$4K -151 Closed
HFS
582
Horizon Financial Services
North Carolina
– -$4K -150 Closed
MPWT
583
MassMutual Private Wealth & Trust
Connecticut
– -$1K -35 Closed
TPCW
584
TD Private Client Wealth
New York
– -$240 -8 Closed
GKWIM
585
Gerber Kawasaki Wealth & Investment Management
California
– -$1K -1 Closed
20 21 22 23
24

OHI Hedge Fund Activity: Q4 2021 in Review

496 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2021, worth a combined $4.66B — down 3.1% from $4.81B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of OHI and 85 opened new positions — a net loss of 4 holders — while 180 trimmed existing stakes and 164 added.

The largest buyer was Bank of New York Mellon, adding an estimated $91.6M. The largest seller was Amundi, cutting an estimated $91.6M.

  • 496 institutional investors held Omega Healthcare (OHI) as of Q4 2021, down from 508 in Q3 2021.
  • Funds reported $4.66B of Omega Healthcare stock for Q4 2021, down 3.1% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2021 and 89 closed out, a net change of -4 holders.
  • The largest Omega Healthcare buyer in Q4 2021 was Bank of New York Mellon, an estimated $91.6M added.
  • The largest Omega Healthcare seller in Q4 2021 was Amundi, an estimated $91.6M sold.

Based on aggregated 13F filings for Q4 2021.