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Omega Healthcare

565 hedge funds and large institutions have $5.86B invested in Omega Healthcare in 2024 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 215 increasing their positions, 171 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

112% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 42

34% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $55.5M

26% more repeat investments, than reductions

Existing positions increased: 215 | Existing positions reduced: 171

15% more capital invested

Capital invested by funds: $5.11B → $5.86B (+$751M)

8% more funds holding

Funds holding: 525565 (+40)

3.31% more ownership

Funds ownership: 65.99%69.3% (+3.3%)

Holders
565
Holders Change
+40
Holders Change %
+7.62%
% of All Funds
8.16%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
89
Increased
215
Reduced
171
Closed
42
Calls
$74.4M
Puts
$55.5M
Net Calls
+$18.9M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VU
201
Vanderbilt University
Tennessee
$1.42M +$590K +18,716 +83%
MCM
202
McKinley Capital Management
Alaska
$1.41M -$13.7K -435 -1%
URS
203
Utah Retirement Systems
Utah
$1.39M -$53.5K -1,700 -4%
Creative Planning
204
Creative Planning
Kansas
$1.39M +$66.3K +2,104 +5%
PS
205
Pensionfund Sabic
Netherlands
$1.36M +$205K +6,500 +20%
SF
206
Slagle Financial
Illinois
$1.36M +$78.5K +2,492 +7%
SPFA
207
Summit Place Financial Advisors
New Jersey
$1.35M +$45.7K +1,452 +4%
MFG
208
Merit Financial Group
Georgia
$1.34M +$238K +7,556 +24%
BRWA
209
B. Riley Wealth Advisors
Florida
$1.28M +$884K +28,075 +297%
Verition Fund Management
210
Verition Fund Management
Connecticut
$1.28M -$4.14M -131,432 -78%
CC
211
Centiva Capital
New York
$1.28M +$500K +15,860 +74%
First Trust Advisors
212
First Trust Advisors
Illinois
$1.28M -$83.1K -2,639 -7%
FFN
213
Focus Financial Network
Minnesota
$1.27M +$105K +3,327 +10%
GC
214
Guggenheim Capital
Illinois
$1.25M -$83.1K -2,638 -7%
PI
215
PFG Investments
New York
$1.17M +$41.1K +1,304 +4%
XT
216
XTX Topco
Cayman Islands
$1.16M +$1.07M +33,954 New
NAM
217
Nissay Asset Management
Japan
$1.16M +$64.4K +2,046 +6%
HAG
218
HighPoint Advisor Group
Illinois
$1.15M +$184K +5,857 +23%
GA
219
GoalVest Advisory
New York
$1.14M -$36.4K -1,154 -3%
BF
220
BOK Financial
Oklahoma
$1.11M -$10.8K -344 -1%
RFM
221
Royal Fund Management
Florida
$1.11M -$159K -5,050 -13%
SSWM
222
Sheets Smith Wealth Management
North Carolina
$1.11M
AAS
223
Avantax Advisory Services
Texas
$1.1M +$78.2K +2,481 +8%
PCM
224
Penserra Capital Management
California
$1.08M +$174K +5,508 +21%
Natixis Advisors
225
Natixis Advisors
Massachusetts
$1.07M +$124K +3,948 +14%

OHI Hedge Fund Activity: Q2 2024 in Review

565 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q2 2024, worth a combined $5.86B — up 15% from $5.11B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new OHI positions and 42 closed out — a net gain of 47 holders — while 215 added to existing stakes and 171 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $110M. The largest seller was UBS AM, cutting an estimated $30.6M.

  • 565 institutional investors held Omega Healthcare (OHI) as of Q2 2024, up from 525 in Q1 2024.
  • Funds reported $5.86B of Omega Healthcare stock for Q2 2024, up 15% quarter-over-quarter.
  • 89 funds opened new Omega Healthcare positions in Q2 2024 and 42 closed out, a net change of +47 holders.
  • The largest Omega Healthcare buyer in Q2 2024 was Cohen & Steers, an estimated $110M added.
  • The largest Omega Healthcare seller in Q2 2024 was UBS AM, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2024.