Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OMEGA HEALTHCARE INVS INC (OHI)

696 + 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
↑ +49
Streak
4Q ▲
Buyers last Q
60%

Smart Money Signals — OHI

Based on 679 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 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
679 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 — +17% more funds vs a year ago

fund count last 6Q
+101 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

397 buying260 selling
Last quarter: 397 funds were net buyers (113 opened a brand new position + 284 added to an existing one). Only 260 were sellers (196 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new OHI position: 71 → 81 → 94 → 113. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 22% medium ■ 18% new
412 out of 679 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.
📈

Growing discovery — still being found

69 → 71 → 81 → 94 → 113 new funds/Q
New funds entering each quarter: 71 → 81 → 94 → 113. A growing number of institutions are discovering OHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 12% 1-2yr ■ 21% new
Of 696 current holders: 467 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
41 of 679 holders are among the 100 largest funds by AUM, controlling 53% 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

82 top-rated funds 2 high-conviction
Consensus
8.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: OHI
2026 Q1 Stats Unlock in 16 days 696 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 696 647 7.57%
13F Shares 237M 227M 4.48%
Total Value $10.49B $9.54B 9.91%
New Positions 113 96 +17
Increased Positions 297 276 +21
Closed Positions 68 65 +3
Reduced Positions 225 214 +11
Total Calls 13 13 -
Total Puts 10 9 11.11%
PUT/CALL Ratio 0.77 0.69 Neutral

Statistics: OHI

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

696 + investors

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

Top 25 institutional holders of OHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CORNERSTONE ENTERPRISES, LLC 5.17% 237,273 $10.4M
2 Portland Financial Advisors Inc 4.62% 50,692 $2.2M
3 EDMP, INC. 3.98% 112,291 $4.9M
4 RAINEY & RANDALL WEALTH ADVISORS INC. 1.50% 210,213 $9.2M
5 Pathway Financial Advisers, LLC 1.22% 98,339 $4.3M
6 Pensionfund Sabic 1.21% 23,000 $1K
7 Pensionfund PDN 1.17% 46,300 $2K
8 Columbus Macro, LLC 1.10% 234,519 $10.3M
9 Post Resch Tallon Group Inc. 0.93% 26,254 $1.1M
10 Sculati Wealth Management, LLC 0.86% 53,046 $2.3M
11 ROMANO BROTHERS AND COMPANY 0.84% 169,400 $7.4M
12 Slagle Financial, LLC 0.80% 54,937 $2.4M
13 Community Bank of Raymore 0.78% 26,540 $1.2M
14 Goelzer Investment Management, Inc. 0.73% 342,600 $15.0M
15 JEPPSON WEALTH MANAGEMENT, LLC 0.70% 51,187 $2.2M
16 Burford Brothers, Inc. 0.66% 36,930 $1.6M
17 Plan Group Financial, LLC 0.66% 64,068 $2.8M
18 C2C Wealth Management, LLC 0.64% 17,310 $759K
19 Everstar Asset Management, LLC 0.63% 27,013 $1.2M
20 Oxbow Advisors, LLC 0.63% 168,256 $7.4M
21 Values First Advisors, Inc. 0.51% 22,449 $984K
22 Friedenthal Financial 0.48% 22,001 $964K
23 Advisors Capital Management, LLC 0.48% 942,374 $41.3M
24 Left Brain Wealth Management, LLC 0.47% 27,322 $1.2M
25 Samalin Investment Counsel, LLC 0.44% 28,560 $1.3M
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 — 4 quarters in a row: For 4 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?

More buyers than sellers — 60% buying: Last quarter: 397 funds were net buyers (113 opened a brand new position + 284 added to an existing one). Only 260 were sellers (196 trimmed + 64 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OHI holders?

Elite ownership — 53% AUM from top-100 funds: 41 of 679 holders are among the 100 largest funds by AUM, controlling 53% 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: 412 out of 679 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.