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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
HIP
651
HUB Investment Partners
Texas
-$251K -6,155 Closed
AWM
652
Axxcess Wealth Management
California
-$246K -6,037 Closed
BFG
653
Bleakley Financial Group
New Jersey
-$243K -5,970 Closed
SRL
654
Scientech Research LLC
New Jersey
-$238K -5,847 Closed
SPA
655
Sherbrooke Park Advisers
New York
-$237K -5,833 Closed
FTDI
656
First Trust Direct Indexing
Massachusetts
-$235K -5,782 Closed
IAS
657
Insigneo Advisory Services
Florida
-$235K -5,765 Closed
BCM
658
Bayesian Capital Management
New York
-$228K -5,593 Closed
PFA
659
Pure Financial Advisors
California
-$218K -5,362 Closed
B
660
Bellecapital
Switzerland
-$212K -5,200 Closed
PWP
661
Principle Wealth Partners
Connecticut
-$211K -5,180 Closed
GJWM
662
Gilliland Jeter Wealth Management
Arkansas
-$207K -5,079 Closed
SFS
663
Symphony Financial Services
Ohio
-$205K -5,031 Closed
BFG
664
Berger Financial Group
Minnesota
-$201K -4,928 Closed
MWPCG
665
Measured Wealth Private Client Group
New Hampshire
-$200K -4,922 Closed
JPWM
666
Jamison Private Wealth Management
Georgia
-$153K -3,764 Closed
APC
667
Aspire Private Capital
North Carolina
-$88.5K -2,175 Closed
JIP
668
Jaffetilchin Investment Partners
Florida
-$51.5K -1,264 Closed
CPA
669
Capital Performance Advisors
California
-$47.6K -1,169 Closed
NS
670
NBC Securities
Alabama
-$31K -774 Closed
TWD
671
True Wealth Design
Ohio
-$31.4K -771 Closed
TFA
672
Toth Financial Advisory
Virginia
-$18.3K -450 Closed
HT
673
Headlands Technologies
Illinois
-$13.6K -334 Closed
MSG
674
Main Street Group
Virginia
-$4.61K -113 Closed
PWMG
675
Private Wealth Management Group
New Jersey
-$2K -49 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.