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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
HI
601
Horizon Investments
North Carolina
$1.75K
CA
602
Clearstead Advisors
Ohio
$1.67K +$120 +3 +7%
CA
603
Continuum Advisory
Idaho
$1.67K
Twin Tree Management
604
Twin Tree Management
Texas
$1.67K +$1.76K +44 New
S
605
Sachetta
Massachusetts
$1.36K
LI
606
LRI Investments
Florida
$1.17K
LIS
607
Legacy Investment Solutions
Idaho
$986 +$599 +15 +136%
LWMI
608
Legacy Wealth Management (Idaho)
Idaho
$986 +$599 +15 +136%
LFG
609
Larson Financial Group
Missouri
$984 -$9.67K -242 -90%
CIAM
610
Caitong International Asset Management
Hong Kong
$908 +$959 +24 New
FMP
611
Financial Management Professionals
Texas
$719
HWA
612
HHM Wealth Advisors
Tennessee
$682 +$719 +18 New
CT
613
Colonial Trust
South Carolina
$530 +$559 +14 New
MCM
614
MV Capital Management
Maryland
$341 +$120 +3 +50%
Kayne Anderson Rudnick Investment Management
615
Kayne Anderson Rudnick Investment Management
California
$333
BTI
616
Blue Trust Inc
Georgia
$265 -$57K -1,426 -100%
BBHC
617
Brown Brothers Harriman & Co
New York
$265
GSWM
618
Golden State Wealth Management
California
$199 +$200 +5 New
SFA
619
Semmax Financial Advisors
North Carolina
$113 -$2K -50 -94%
AWM
620
Activest Wealth Management
Florida
$76 +$80 +2 New
CAM
621
Creekmur Asset Management
Illinois
$46
RFG
622
REAP Financial Group
Texas
$19 +$40 +1 New
SSB
623
Sandy Spring Bank
Maryland
$10
GA
624
GRS Advisors
Illinois
-$34.4M -845,717 Closed
Alyeska Investment Group
625
Alyeska Investment Group
Illinois
-$21.7M -532,086 Closed

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.