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Omega Healthcare

622 hedge funds and large institutions have $8.01B invested in Omega Healthcare in 2024 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 281 increasing their positions, 159 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more repeat investments, than reductions

Existing positions increased: 281 | Existing positions reduced: 159

57% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 54

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 599622 (+23)

3% more ownership

Funds ownership: 75.42%78.42% (+3%)

1% more capital invested

Capital invested by funds: $7.91B → $8.01B (+$108M)

22% less call options, than puts

Call options by funds: $45.1M | Put options by funds: $58M

Holders
622
Holders Change
+23
Holders Change %
+3.84%
% of All Funds
8.19%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
85
Increased
281
Reduced
159
Closed
54
Calls
$45.1M
Puts
$58M
Net Calls
-$12.9M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
576
Capital Advisors Ltd
Ohio
$5K +$999 +25 +23%
GIA
577
GHP Investment Advisors
Colorado
$4.81K
HNW
578
High Note Wealth
Minnesota
$4.39K +$4.63K +116 New
MSWA
579
Marshall & Sterling Wealth Advisors
New York
$4.14K +$4.4K +110 New
CFB
580
Cullen/Frost Bankers
Texas
$4.13K +$4.36K +109 New
T
581
Transce3nd
Texas
$4.09K +$4.32K +108 New
DAM
582
Delta Asset Management
Tennessee
$3.86K
FMII
583
Farmers & Merchants Investments Inc
Nebraska
$3.82K
GJIA
584
Glass Jacobson Investment Advisors
Maryland
$3.79K
PA
585
PSI Advisors
Florida
$3.79K
SIC
586
SJS Investment Consulting
Ohio
$3.79K +$4K +100 New
W
587
WealthCollab
Washington
$3.63K
SWA
588
SOA Wealth Advisors
New York
$3.15K +$40 +1 +1%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$3.14K +$240 +6 +8%
SIM
590
Studio Investment Management
Illinois
$3.03K +$3.2K +80 New
LSA
591
Leonteq Securities AG
Switzerland
$2.99K -$679 -17 -18%
T
592
Tidemark
California
$2.88K
TPCW
593
TD Private Client Wealth
New York
$2.5K
CJ
594
Caitlin John
Michigan
$2.5K +$40 +1 +2%
SO
595
Sierra Ocean
California
$2.46K +$2.6K +65 New
HEIP
596
Hudson Edge Investment Partners
New Jersey
$2.31K
CTC
597
Central Trust Company
Missouri
$2.16K
TAM
598
Tucker Asset Management
Colorado
$2.12K
SS
599
Sunbelt Securities
Texas
$1.99K -$3.6K -90 -63%
AG
600
AmeriFlex Group
Nevada
$1.85K +$2K +50 New

OHI Hedge Fund Activity: Q4 2024 in Review

622 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2024, worth a combined $8.01B — up 1.4% from $7.91B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new OHI positions and 54 closed out — a net gain of 31 holders — while 281 added to existing stakes and 159 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $353M. The largest seller was Balyasny Asset Management, cutting an estimated $84.6M.

  • 622 institutional investors held Omega Healthcare (OHI) as of Q4 2024, up from 599 in Q3 2024.
  • Funds reported $8.01B of Omega Healthcare stock for Q4 2024, up 1.4% quarter-over-quarter.
  • 85 funds opened new Omega Healthcare positions in Q4 2024 and 54 closed out, a net change of +31 holders.
  • The largest Omega Healthcare buyer in Q4 2024 was Cohen & Steers, an estimated $353M added.
  • The largest Omega Healthcare seller in Q4 2024 was Balyasny Asset Management, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2024.