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National Health Investors
NHI

214 hedge funds and large institutions have $2.24B invested in National Health Investors in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

4% more funds holding

Funds holding: 206 → 214 (+8)

4% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 72

0.58% less ownership

Funds ownership: 72.05% → 71.47% (-0.58%)

2% less capital invested

Capital invested by funds: $2.28B → $2.24B (-$46.6M)

76% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $9.29M

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
4.85%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
33
Increased
75
Reduced
72
Closed
24
Calls
$2.28M
Puts
$9.29M
Net Calls
-$7.02M
Net Calls Change
+$957K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$22.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$20.4M
3
BlackRock
BlackRock
New York
+$14.2M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$10.6M
5
Renaissance Technologies
Renaissance Technologies
New York
+$8.54M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$30.3M
2
Millennium Management
Millennium Management
New York
-$21.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.4M
4
GKIM
GW&K Investment Management
Massachusetts
-$5M
5
DCM
Driehaus Capital Management
Illinois
-$4.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Verition Fund Management
226
Verition Fund Management
Connecticut
– -$298K -3,858 Closed
AIA
227
Allegis Investment Advisors
Idaho
– -$296K -3,829 Closed
KI
228
Koch Industries
Kansas
– -$295K -3,809 Closed
Squarepoint
229
Squarepoint
New York
– -$294K -3,803 Closed
TRCT
230
Tower Research Capital (TRC)
New York
– -$258K -3,324 Closed
CSS
231
Cubist Systematic Strategies
Connecticut
– -$237K -3,065 Closed
YMRC
232
Yorktown Management & Research Company
Virginia
– -$209K -2,700 Closed
GCP
233
GSA Capital Partners
United Kingdom
– -$201K -2,600 Closed
NFG
234
Next Financial Group
Texas
– -$79K -1,019 Closed
OAM
235
Oppenheimer Asset Management
New York
– -$60K -775 Closed
PCM
236
Penserra Capital Management
California
– -$41K -540 Closed
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -50 Closed
HR
238
Howe & Rusling
New York
– -$3K -37 Closed
CTC
239
Central Trust Company
Missouri
– -$2K -25 Closed
WAP
240
Wealthcare Advisory Partners
Pennsylvania
– +$310 +4 New
6 7 8 9
10

NHI Hedge Fund Activity: Q4 2017 in Review

214 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2017, worth a combined $2.24B — down 2% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NHI positions and 24 closed out — a net gain of 9 holders — while 75 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $22.1M. The largest seller was JP Morgan Chase, cutting an estimated $30.3M.

  • 214 institutional investors held National Health Investors (NHI) as of Q4 2017, up from 206 in Q3 2017.
  • Funds reported $2.24B of National Health Investors stock for Q4 2017, down 2% quarter-over-quarter.
  • 33 funds opened new National Health Investors positions in Q4 2017 and 24 closed out, a net change of +9 holders.
  • The largest National Health Investors buyer in Q4 2017 was Invesco, an estimated $22.1M added.
  • The largest National Health Investors seller in Q4 2017 was JP Morgan Chase, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2017.