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Omega Healthcare

394 hedge funds and large institutions have $5.91B invested in Omega Healthcare in 2015 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 169 increasing their positions, 106 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

59% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 106

54% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $8.16M

5% more funds holding

Funds holding: 374394 (+20)

0.84% more ownership

Funds ownership: 80.99%81.83% (+0.84%)

12% less capital invested

Capital invested by funds: $6.68B → $5.91B (-$773M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
394
Holders Change
+20
Holders Change %
+5.35%
% of All Funds
10.34%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.16%
New
53
Increased
169
Reduced
106
Closed
26
Calls
$12.6M
Puts
$8.16M
Net Calls
+$4.4M
Net Calls Change
+$2.24M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$932M +$77.4M +2,241,726 +9%
Cohen & Steers
2
Cohen & Steers
New York
$930M +$67M +1,938,494 +8%
LTI
3
Laffer Tengler Investments
Tennessee
$576M
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$362M +$63.4M +1,834,832 +22%
BFA
5
BlackRock Fund Advisors
California
$239M +$12.9M +373,339 +6%
BIT
6
BlackRock Institutional Trust
California
$217M +$7.1M +205,446 +3%
State Street
7
State Street
Massachusetts
$178M +$4.19M +121,237 +2%
Invesco
8
Invesco
Georgia
$138M +$27.6M +797,720 +25%
SAMC
9
Shinko Asset Management Company
Japan
$132M +$30.9M +894,000 +31%
JP Morgan Chase
10
JP Morgan Chase
New York
$119M -$14.6M -422,589 -11%
Bank of America
11
Bank of America
North Carolina
$96.8M -$4.98M -144,237 -5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80.4M -$27.7M -800,932 -26%
Morgan Stanley
13
Morgan Stanley
New York
$79.9M +$1.9M +55,040 +2%
Northern Trust
14
Northern Trust
Illinois
$75.7M -$9.09M -263,284 -11%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$73.1M +$2.28M +65,903 +3%
Goldman Sachs
16
Goldman Sachs
New York
$69.4M -$3.99M -115,471 -6%
Federated Hermes
17
Federated Hermes
Pennsylvania
$54.1M -$4.24M -122,680 -7%
EAM
18
Edge Asset Management
Washington
$50.8M +$1.37M +39,773 +3%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$50.2M -$2.3M -66,611 -4%
Norges Bank
20
Norges Bank
Norway
$48.7M
Principal Financial Group
21
Principal Financial Group
Iowa
$40.6M -$7.85M -227,394 -16%
Ameriprise
22
Ameriprise
Minnesota
$40.4M -$1.57M -45,395 -4%
MHI
23
Miller Howard Investments
New York
$40M -$3.36M -97,227 -8%
BG
24
BlackRock Group
United Kingdom
$39.1M +$1.96M +56,801 +5%
RFC
25
Russell Frank Company
Washington
$39.1M +$2.32M +67,247 +6%

OHI Hedge Fund Activity: Q4 2015 in Review

394 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Omega Healthcare (OHI) for Q4 2015, worth a combined $5.91B — down 12% from $6.68B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new OHI positions and 26 closed out — a net gain of 27 holders — while 169 added to existing stakes and 106 trimmed.

The largest buyer was Vanguard Group, adding an estimated $77.4M. The largest seller was Bank of New York Mellon, cutting an estimated $27.7M.

  • 394 institutional investors held Omega Healthcare (OHI) as of Q4 2015, up from 374 in Q3 2015.
  • Funds reported $5.91B of Omega Healthcare stock for Q4 2015, down 12% quarter-over-quarter.
  • 53 funds opened new Omega Healthcare positions in Q4 2015 and 26 closed out, a net change of +27 holders.
  • The largest Omega Healthcare buyer in Q4 2015 was Vanguard Group, an estimated $77.4M added.
  • The largest Omega Healthcare seller in Q4 2015 was Bank of New York Mellon, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2015.