National Health Investors
210 hedge funds and large institutions have $2.23B invested in National Health Investors in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 19 closing their positions.
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
11% more capital invested
Capital invested by funds: $2.01B → $2.23B (+$215M)
5% more funds holding
Funds holding: 200 → 210 (+10)
3.19% more ownership
Funds ownership: 69.66% → 72.85% (+3.2%)
7% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 67
39% less call options, than puts
Call options by funds: $3.19M | Put options by funds: $5.21M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$139M |
| 2 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$76.6M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$20.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.6M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
+$9.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$45.9M |
| 2 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$21M |
| 3 |
JP Morgan Chase
New York
|
-$16.4M |
| 4 |
Millennium Management
New York
|
-$10M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$9.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAM
226
Brave Asset Management
Summit,
New Jersey
| – | -$15K | -200 | Closed |
|
|
TCOV
227
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$5K | -60 | Closed |
|
|
AF
228
Arrow Financial
Glens Falls,
New York
| – | -$3K | -40 | Closed |
|
|
ACS
229
Archford Capital Strategies
Swansea,
Illinois
| – | -$2K | -38 | Closed |
|
230
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$1K | -9 | Closed |
|
NHI Hedge Fund Activity: Q3 2016 in Review
210 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2016, worth a combined $2.23B — up 11% from $2.01B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new NHI positions and 19 closed out — a net gain of 12 holders — while 72 added to existing stakes and 67 trimmed.
The largest buyer was Invesco, adding an estimated $139M. The largest seller was Deutsche Bank, cutting an estimated $45.9M.
- 210 institutional investors held National Health Investors (NHI) as of Q3 2016, up from 200 in Q2 2016.
- Funds reported $2.23B of National Health Investors stock for Q3 2016, up 11% quarter-over-quarter.
- 31 funds opened new National Health Investors positions in Q3 2016 and 19 closed out, a net change of +12 holders.
- The largest National Health Investors buyer in Q3 2016 was Invesco, an estimated $139M added.
- The largest National Health Investors seller in Q3 2016 was Deutsche Bank, an estimated $45.9M sold.
Based on aggregated 13F filings for Q3 2016.