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Omega Healthcare

503 hedge funds and large institutions have $6.29B invested in Omega Healthcare in 2020 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 154 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

90% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 42

31% more capital invested

Capital invested by funds: $4.79B → $6.29B (+$1.5B)

14% more call options, than puts

Call options by funds: $52.6M | Put options by funds: $46.1M

7% more funds holding

Funds holding: 470503 (+33)

5.85% more ownership

Funds ownership: 70.49%76.35% (+5.9%)

19% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 190

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
8.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
80
Increased
154
Reduced
190
Closed
42
Calls
$52.6M
Puts
$46.1M
Net Calls
+$6.52M
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
201
Winton Group
United Kingdom
$1.08M -$2.18M -64,319 -68%
TC
202
Telemus Capital
Michigan
$1.08M
FFG
203
Fortem Financial Group
California
$1.07M -$16.6K -489 -2%
CIP
204
Cornerstone Investment Partners
Georgia
$1.06M +$188K +5,540 +23%
Creative Planning
205
Creative Planning
Kansas
$1.04M -$32K -943 -3%
First Trust Advisors
206
First Trust Advisors
Illinois
$1.02M -$113K -3,327 -11%
RIM
207
Redpoint Investment Management
Australia
$1.02M +$167K +4,933 +21%
ANI
208
American National Insurance
Texas
$1M
MWNA
209
Marshall Wace North America
New York
$1M +$936K +27,625 New
SPFA
210
Summit Place Financial Advisors
New Jersey
$1M +$1.69K +50 +0.2%
SMDAM
211
Sumitomo Mitsui DS Asset Management
Japan
$970K +$36.1K +1,066 +4%
SWM
212
Sculati Wealth Management
Michigan
$956K +$33.9K +999 +4%
US Bancorp
213
US Bancorp
Minnesota
$943K -$50.6K -1,492 -5%
MIC
214
Meridian Investment Counsel
California
$935K -$141K -4,153 -14%
Pacer Advisors
215
Pacer Advisors
Pennsylvania
$921K -$1M -29,535 -54%
MIH
216
Meitav Investment House
Israel
$878K -$754K -22,254 -48%
PHK
217
Point72 Hong Kong
Hong Kong
$878K +$819K +24,173 New
MML Investors Services
218
MML Investors Services
Massachusetts
$877K -$11.9K -351 -1%
II
219
IFM Investors
Australia
$873K +$140K +4,133 +21%
X
220
Xponance
Pennsylvania
$866K -$2.78K -82 -0.3%
FFN
221
Focus Financial Network
Minnesota
$858K +$75.2K +2,220 +10%
OAM
222
Optimal Asset Management
California
$843K -$3.63K -107 -0.5%
Susquehanna International Group
223
Susquehanna International Group
Pennsylvania
$842K -$973K -28,711 -55%
RCA
224
Ranch Capital Advisors
Florida
$842K +$179K +5,271 +29%
DCM
225
Dupont Capital Management
Delaware
$838K -$74.6K -2,202 -9%

OHI Hedge Fund Activity: Q4 2020 in Review

503 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2020, worth a combined $6.29B — up 31% from $4.79B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new OHI positions and 42 closed out — a net gain of 38 holders — while 154 added to existing stakes and 190 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $271M. The largest seller was PGGM Investments, cutting an estimated $59.4M.

  • 503 institutional investors held Omega Healthcare (OHI) as of Q4 2020, up from 470 in Q3 2020.
  • Funds reported $6.29B of Omega Healthcare stock for Q4 2020, up 31% quarter-over-quarter.
  • 80 funds opened new Omega Healthcare positions in Q4 2020 and 42 closed out, a net change of +38 holders.
  • The largest Omega Healthcare buyer in Q4 2020 was Cohen & Steers, an estimated $271M added.
  • The largest Omega Healthcare seller in Q4 2020 was PGGM Investments, an estimated $59.4M sold.

Based on aggregated 13F filings for Q4 2020.