Omega Healthcare
478 hedge funds and large institutions have $6.96B invested in Omega Healthcare in 2019 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 170 increasing their positions, 158 reducing their positions, and 51 closing their positions.
31% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 51
24% more capital invested
Capital invested by funds: $5.63B → $6.96B (+$1.33B)
4.9% more ownership
Funds ownership: 71.42% → 76.31% (+4.9%)
3% more funds holding
Funds holding: 466 → 478 (+12)
8% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 158
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
22% less call options, than puts
Call options by funds: $65.8M | Put options by funds: $84.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$130M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$130M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$126M |
| 4 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$85.6M |
| 5 |
Bank of New York Mellon
New York
|
+$60M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$101M |
| 2 |
Goldman Sachs
New York
|
-$90.3M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$76.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$46.9M |
| 5 |
LPC
Long Pond Capital
New York
|
-$38.2M |
OHI Hedge Fund Activity: Q3 2019 in Review
478 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q3 2019, worth a combined $6.96B — up 24% from $5.63B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new OHI positions and 51 closed out — a net gain of 16 holders — while 170 added to existing stakes and 158 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $130M. The largest seller was Zimmer Partners, exiting entirely with an estimated $101M sold.
- 478 institutional investors held Omega Healthcare (OHI) as of Q3 2019, up from 466 in Q2 2019.
- Funds reported $6.96B of Omega Healthcare stock for Q3 2019, up 24% quarter-over-quarter.
- 67 funds opened new Omega Healthcare positions in Q3 2019 and 51 closed out, a net change of +16 holders.
- The largest Omega Healthcare buyer in Q3 2019 was Cohen & Steers, an estimated $130M added.
- The largest Omega Healthcare seller in Q3 2019 was Zimmer Partners, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2019.