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National Health Investors

242 hedge funds and large institutions have $2.6B invested in National Health Investors in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $2.43B → $2.6B (+$173M)

3% more funds holding

Funds holding: 236242 (+6)

1.5% more ownership

Funds ownership: 71.25%72.75% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

77% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $24.7M

Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
86
Reduced
79
Closed
23
Calls
$5.74M
Puts
$24.7M
Net Calls
-$18.9M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
FMB
226
Field & Main Bank
Kentucky
$8K -$8.14K -100 -50%
BFEC
227
Benjamin F. Edwards & Company
Missouri
$8K
PFBT
228
Parkside Financial Bank & Trust
Missouri
$8K
SIM
229
Sonora Investment Management
Arizona
$8K +$8.14K +100 New
LC
230
Lindbrook Capital
California
$7K +$2.6K +32 +58%
ASN
231
Advisory Services Network
Georgia
$6K
IA
232
IFP Advisors
Florida
$3K +$2.69K +33 New
TWA
233
TCI Wealth Advisors
Arizona
$3K +$3.01K +37 New
GWM
234
Geneos Wealth Management
Colorado
$2K
FEM
235
Fulcrum Equity Management
Texas
$2K +$2.2K +27 New
CFGS
236
Concourse Financial Group Securities
Alabama
$1K
PRC
237
Pearl River Capital
Michigan
$1K +$651 +8 New
GI
238
Gradient Investments
Minnesota
$1K +$732 +9 New
PCG
239
Private Capital Group
Connecticut
$1K +$1.22K +15 New
ECM
240
EII Capital Management
New York
$477
GT
241
Glenmede Trust
Pennsylvania
$354 -$155K -1,900 -31%
Canada Pension Plan Investment Board
242
Canada Pension Plan Investment Board
Ontario, Canada
-$3.9M -50,000 Closed
RA
243
RMR Advisors
Massachusetts
-$3.15M -40,337 Closed
USAA
244
United Services Automobile Association
Texas
-$783K -10,029 Closed
Canada Life
245
Canada Life
Manitoba, Canada
-$687K -8,825 Closed
BC
246
Brookfield Corp
Ontario, Canada
-$632K -8,100 Closed
OAM
247
Oxford Asset Management
United Kingdom
-$583K -7,471 Closed
GCP
248
GSA Capital Partners
United Kingdom
-$445K -5,697 Closed
WCM
249
Weld Capital Management
New York
-$412K -5,286 Closed
DTL
250
Dynamic Technology Lab
Singapore
-$272K -3,489 Closed

NHI Hedge Fund Activity: Q3 2019 in Review

242 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2019, worth a combined $2.6B — up 7.1% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NHI positions and 23 closed out — a net gain of 6 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Nuveen, adding an estimated $36.1M. The largest seller was Goldman Sachs, cutting an estimated $22.7M.

  • 242 institutional investors held National Health Investors (NHI) as of Q3 2019, up from 236 in Q2 2019.
  • Funds reported $2.6B of National Health Investors stock for Q3 2019, up 7.1% quarter-over-quarter.
  • 29 funds opened new National Health Investors positions in Q3 2019 and 23 closed out, a net change of +6 holders.
  • The largest National Health Investors buyer in Q3 2019 was Nuveen, an estimated $36.1M added.
  • The largest National Health Investors seller in Q3 2019 was Goldman Sachs, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2019.