We are live on ! Find out more
OHI icon

Omega Healthcare
OHI

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: 565 → 599 (+34)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-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

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$526M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$114M
3
BlackRock
BlackRock
New York
+$69.3M
4
UBS AM
UBS AM
Illinois
+$48.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$32.3M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$24.9M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$24.4M
3
SSA
Schonfeld Strategic Advisors
New York
-$20.9M
4
Amundi
Amundi
France
-$20M
5
Goldman Sachs
Goldman Sachs
New York
-$20M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
576
Parkside Financial Bank & Trust
Missouri
$3.13K +$303 +8 +12%
T
577
Tidemark
California
$3.09K – – –
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$2.89K – – –
TPCW
579
TD Private Client Wealth
New York
$2.69K -$568 -15 -19%
CJ
580
Caitlin John
Michigan
$2.6K +$38 +1 +2%
HEIP
581
Hudson Edge Investment Partners
New Jersey
$2.48K – – –
CTC
582
Central Trust Company
Missouri
$2.32K – – –
TAM
583
Tucker Asset Management
Colorado
$2.28K – – –
SFA
584
Semmax Financial Advisors
North Carolina
$2.21K +$38 +1 +2%
PWMG
585
Private Wealth Management Group
New Jersey
$2K – – –
HI
586
Horizon Investments
North Carolina
$1.88K +$1.21K +32 +213%
CA
587
Continuum Advisory
Idaho
$1.75K +$1.67K +44 New
HPC
588
HM Payson & Co
Maine
$1.71K +$1.59K +42 New
CA
589
Clearstead Advisors
Ohio
$1.69K – – –
S
590
Sachetta
Massachusetts
$1.47K – – –
LI
591
LRI Investments
Florida
$1.23K – – –
FMP
592
Financial Management Professionals
Texas
$1K – – –
LIS
593
Legacy Investment Solutions
Idaho
$441 +$416 +11 New
LWMI
594
Legacy Wealth Management (Idaho)
Idaho
$441 +$416 +11 New
Kayne Anderson Rudnick Investment Management
595
Kayne Anderson Rudnick Investment Management
California
$358 – – –
BBHC
596
Brown Brothers Harriman & Co
New York
$285 +$265 +7 New
MCM
597
MV Capital Management
Maryland
$245 – – –
TCOV
598
Trust Company of Vermont
Vermont
$122 +$114 +3 New
CAM
599
Creekmur Asset Management
Illinois
$57 – – –
MWA
600
MFA Wealth Advisors
Pennsylvania
$13 – – –
22 23
24
25 26

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.