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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
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$2.27M +$112K +2,791 +5%
PI
177
PFG Investments
New York
$2.23M +$850K +21,268 +57%
CWM
178
Cornerstone Wealth Management
Missouri
$2.21M +$43.2K +1,081 +2%
Brown Advisory
179
Brown Advisory
Maryland
$2.19M -$2.16K -54 -0.1%
Mitsubishi UFJ Trust & Banking
180
Mitsubishi UFJ Trust & Banking
Japan
$2.18M +$15.1K +379 +0.7%
DekaBank Deutsche Girozentrale
181
DekaBank Deutsche Girozentrale
Germany
$2.18M
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$2.14M +$58.7K +1,470 +3%
OC
183
Oppenheimer & Co
New York
$2.14M +$268K +6,699 +13%
II
184
Inspire Investing
Idaho
$2.1M
SWM
185
Sculati Wealth Management
Michigan
$2.09M -$60.1K -1,504 -3%
OPERF
186
Oregon Public Employees Retirement Fund
Oregon
$2.08M +$107K +2,667 +5%
AIP
187
Ameritas Investment Partners
Nebraska
$2.05M +$46.8K +1,171 +2%
SMDAM
188
Sumitomo Mitsui DS Asset Management
Japan
$2.04M +$233K +5,826 +12%
NMERB
189
New Mexico Educational Retirement Board
New Mexico
$1.99M +$183K +4,574 +10%
JWM
190
Jeppson Wealth Management
California
$1.98M -$16.9K -423 -0.8%
ASN
191
Advisory Services Network
Georgia
$1.96M +$133K +3,340 +7%
NAAA
192
New Age Alpha Advisors
New York
$1.95M +$2.06M +51,611 New
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$1.92M -$101K -2,515 -5%
Corient Private Wealth
194
Corient Private Wealth
Florida
$1.92M -$71.5K -1,789 -3%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$1.91M +$15.2K +380 +0.8%
Victory Capital Management
196
Victory Capital Management
Texas
$1.91M +$18.3K +457 +0.9%
PFA
197
Portland Financial Advisors
New York
$1.87M +$1.97M +49,391 New
IIM
198
INTECH Investment Management
Florida
$1.84M +$755K +18,890 +63%
Creative Planning
199
Creative Planning
Kansas
$1.84M +$236K +5,904 +14%
HIMS
200
Hager Investment Management Services
New Hampshire
$1.8M +$1.9M +47,431 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.