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Owens & Minor
OMI

Overview Fund Activity

232 hedge funds and large institutions have $1.75B invested in Owens & Minor in 2020 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 72 increasing their positions, 73 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
232
Holders Change
+28
Holders Change %
+13.73%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
65
Increased
72
Reduced
73
Closed
35
Calls
$21.7M
Puts
$10.1M
Net Calls
+$11.6M
Net Calls Change
-$13.6M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$79.7M
3
BlackRock
BlackRock
New York
+$46.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$28M
5
Citadel Advisors
Citadel Advisors
Florida
+$25.3M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$42.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$12.4M
3
DM
Deerfield Management
New York
-$10.3M
4
JAM
Jupiter Asset Management
United Kingdom
-$10.1M
5
Millennium Management
Millennium Management
New York
-$8.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$19K +$19K +700 New
NICM
202
Neo Ivy Capital Management
New York
$17K +$17K +616 New
CMBA
203
C.M. Bidwell & Associates
Hawaii
$15K -$10.5K -395 -41%
VCG
204
Vantage Consulting Group
Virginia
$12K +$12K +453 New
VBCG
205
Valley Brook Capital Group
Pennsylvania
$10K +$10K +375 New
US Bancorp
206
US Bancorp
Minnesota
$9K – – –
IA
207
IFP Advisors
Florida
$8K – – –
PP
208
PrairieView Partners
Minnesota
$7K – – –
FPS
209
Fieldpoint Private Securities
Connecticut
$7K +$7K +260 New
PWPS
210
Pinnacle Wealth Planning Services
Ohio
$7K +$7K +265 New
CFGS
211
Concourse Financial Group Securities
Alabama
$6K +$6K +213 New
CAAS
212
Capital Asset Advisory Services
Michigan
$6K +$6K +219 New
GWM
213
Geneos Wealth Management
Colorado
$5K – – –
S
214
SignatureFD
Georgia
$5K +$635 +24 +15%
PFBT
215
Parkside Financial Bank & Trust
Missouri
$5K +$2.62K +89 +110%
ASN
216
Advisory Services Network
Georgia
$4K -$28 -1 -0.7%
TWA
217
TCI Wealth Advisors
Arizona
$4K – – –
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$4K +$4K +140 New
ADIM
219
Alpha DNA Investment Management
Maryland
$4K +$4K +157 New
TFO
220
Tarbox Family Office
California
$3K – – –
SPIA
221
Steward Partners Investment Advisory
New York
$3K – – –
RIM
222
Rockbridge Investment Management
New York
$3K – – –
RPWA
223
Regent Peak Wealth Advisors
Georgia
$3K +$3K +94 New
FGAM
224
Financial Gravity Asset Management
Texas
$3K +$3K +117 New
LWCFA
225
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$2K +73 New
7 8
9
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