We are live on ! Find out more
OHI icon

Omega Healthcare

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: 565599 (+34)

33% less funds holding in top 10

Funds holding in top 10: 32 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
51
Schroder Investment Management Group
United Kingdom
$16.4M +$15.4M +406,342 New
D.E. Shaw & Co
52
D.E. Shaw & Co
New York
$15.7M +$4.01M +106,085 +38%
Barclays
53
Barclays
United Kingdom
$15.6M -$5.51M -145,566 -28%
GAM
54
Gotham Asset Management
New York
$14.6M +$1.9M +50,265 +16%
CPC
55
Cookson Peirce & Co
Pennsylvania
$14.4M +$13.4M +353,244 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$14.4M -$341K -9,021 -2%
RJA
57
Raymond James & Associates
Florida
$14.3M -$329K -8,683 -2%
Citigroup
58
Citigroup
New York
$14.3M +$2.23M +58,950 +20%
GIM
59
Goelzer Investment Management
Indiana
$14.3M -$199K -5,263 -1%
Marshall Wace
60
Marshall Wace
United Kingdom
$14M -$10.1M -267,560 -44%
Nomura Asset Management
61
Nomura Asset Management
Japan
$13.4M +$526K +13,910 +4%
UBS Group
62
UBS Group
Switzerland
$13.3M +$3.06M +80,946 +33%
Retirement Systems of Alabama
63
Retirement Systems of Alabama
Alabama
$12.7M +$311K +8,231 +3%
MA
64
Mutual Advisors
Nebraska
$12.4M -$431K -11,380 -4%
CF
65
Corebridge Financial
Texas
$12.4M -$292K -7,723 -2%
Stifel Financial
66
Stifel Financial
Missouri
$12.3M -$1.09M -28,801 -9%
Wellington Management Group
67
Wellington Management Group
Massachusetts
$11.9M +$8.22M +217,168 +291%
New York State Teachers Retirement System (NYSTRS)
68
New York State Teachers Retirement System (NYSTRS)
New York
$11.7M
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$11.5M +$305K +8,072 +3%
Cerity Partners
70
Cerity Partners
New York
$11.3M +$5.23M +138,208 +100%
Jane Street
71
Jane Street
New York
$11.2M -$258K -6,818 -2%
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$10.8M +$7.65M +202,131 +310%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$10.5M +$3.2M +84,544 +49%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$10.2M +$9.84K +260 +0.1%
Axa
75
Axa
France
$10.1M -$1.57M -41,472 -14%

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.