Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Omega Healthcare Invs Inc (OHI)

755 + Investors. Track Smart Money conviction in OHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
9Q ▲
Buyers last Q
55%

Smart Money Signals — OHI

Based on 765 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added OHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
765 hedge funds hold OHI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +20% more funds vs a year ago

fund count last 6Q
+127 new funds entered over the past year (+20% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

401 buying323 selling
Last quarter: 401 funds bought or added vs 323 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~97 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 101 → 118 → 97 → 97. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 21% medium ■ 18% new
463 out of 765 hedge funds have held OHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~97 new funds/quarter

86 → 101 → 118 → 97 → 97 new funds/Q
New funds entering each quarter: 101 → 118 → 97 → 97. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 21% newcomers

■ 66% veterans ■ 13% 1-2yr ■ 21% new
Entry-cohort mix of 777 holders: 516 (66%) are 2+ year veterans, 98 entered 1–2 years ago, and 163 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
63 of 762 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in OHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OHI

In 2026 Q2, 401 hedge funds were net buyers of OHI (97 opened a new position, 304 added to an existing one), while 323 reduced or exited (245 trimmed, 78 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in OHI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +19 funds (more new holders than closures). Total institutional holders: 765.

Hedge Fund Ownership: OHI

How many hedge funds hold OHI — quarterly history vs. share price
Quarterly hedge fund ownership of OHI vs. share price

Market Analysis: OHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OHI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OHI
755 + Investors

Track Smart Money conviction in OHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 755 746 1.21%
13F Shares 248M 236M 4.88%
Total Value $10.48B $9.59B 9.25%
New Positions 95 97 -2
Increased Positions 300 315 -15
Closed Positions 83 73 +10
Reduced Positions 239 225 +14
Total Calls 8 10 -20.0%
Total Puts 7 8 -12.5%
PUT/CALL Ratio 0.88 0.8 Neutral

Statistics: OHI

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Institutional Holders (2026 Q2)

755 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OHI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OHI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Watchtower Advisors, LP 14.37% 541,138 $25.8M
2 Cornerstone Enterprises, LLC 4.40% 202,391 $9.7M
3 Edmp, INC. 4.31% 112,431 $5.4M
4 Portland Financial Advisors Inc 4.24% 48,712 $2.3M
5 McGowan Group Asset Management, Inc. 1.74% 299,909 $14.3M
6 Pacific Wealth Strategies Group, Inc. 1.60% 58,455 $2.8M
7 Rainey & Randall Wealth Advisors INC. 1.47% 215,302 $10.3M
8 Burns Matteson Capital Management, LLC 1.33% 89,418 $4.3M
9 Pathway Financial Advisers, LLC 1.20% 99,603 $4.7M
10 Eversept Partners, LP 1.20% 483,547 $23.1M
11 Fund Advisors of America Inc/FL 1.20% 27,615 $1.3M
12 Biondo Investment Advisors, LLC 1.16% 198,167 $9.4M
13 Columbus Macro, LLC 1.15% 247,503 $11.8M
14 Bellars Harris Wealth Management, LLC 1.13% 116,406 $5.6M
15 P.A.W. Capital Corp 1.12% 30,750 $1.5M
16 Uniplan Investment Counsel, Inc. 1.09% 153,607 $11.6M
17 Oxbow Advisors, LLC 1.02% 264,404 $12.6M
18 Cascade Investment Group, INC. 0.97% 36,358 $1.7M
19 Greenland Capital Management LP 0.97% 165,000 $7.9M
20 Post Resch Tallon Group Inc. 0.95% 28,685 $1.4M
21 Islay Capital Management, LLC 0.93% 42,085 $2.0M
22 Hager Investment Management Services, LLC 0.92% 42,112 $2.0M
23 Sculati Wealth Management, LLC 0.86% 51,317 $2.6M
24 Community Bank of Raymore 0.85% 30,340 $1.4M
25 Slagle Financial, LLC 0.82% 57,297 $2.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Omega Healthcare Invs Inc (OHI)

What does the Smart Money Trend signal show for OHI?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added OHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OHI?

Slight buying edge — 55% buying: Last quarter: 401 funds bought or added vs 323 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OHI holders?

Elite ownership — 60% AUM from top-100 funds: 63 of 762 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in OHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OHI?

61% of holders stayed for 2+ years: 463 out of 765 hedge funds have held OHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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