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National Health Investors

272 hedge funds and large institutions have $2.58B invested in National Health Investors in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 75

12% more funds holding

Funds holding: 242272 (+30)

0.84% less ownership

Funds ownership: 72.75%71.9% (-0.84%)

1% less capital invested

Capital invested by funds: $2.6B → $2.58B (-$24.1M)

37% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $18.7M

Holders
272
Holders Change
+30
Holders Change %
+12.4%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
99
Reduced
75
Closed
21
Calls
$11.8M
Puts
$18.7M
Net Calls
-$6.87M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
226
NumerixS Investment Technologies
British Columbia, Canada
$95K +$95.3K +1,164 New
CT
227
Caldwell Trust
Florida
$89.6K +$90.1K +1,100 New
FGAM
228
Financial Gravity Asset Management
Texas
$81K -$164 -2 Closed
TT
229
TI-Trust
Illinois
$81K +$81.9K +1,000 New
LWM
230
Liberty Wealth Management
California
$75K
OAM
231
Oppenheimer Asset Management
New York
$64K +$1.56K +19 +2%
QCG
232
Quadrant Capital Group
Ohio
$63K
Ohio Public Employees Retirement System (OPERS)
233
Ohio Public Employees Retirement System (OPERS)
Ohio
$58K +$2.54K +31 +5%
MAM
234
Meeder Asset Management
Ohio
$52K +$51.9K +634 New
DSC
235
Duncker Streett & Co
Missouri
$46K +$45.9K +560 New
SIC
236
Samalin Investment Counsel
New York
$40K +$40.9K +500 New
OIA
237
Optimum Investment Advisors
Illinois
$32K
QT
238
Quantbot Technologies
New York
$28K -$69.3K -846 -70%
AF
239
Allworth Financial
California
$24K
VanEck Associates
240
VanEck Associates
New York
$20K +$20.5K +250 New
Rockefeller Capital Management
241
Rockefeller Capital Management
New York
$18K +$18K +220 New
PI
242
PineBridge Investments
New York
$17K
FCA
243
FinTrust Capital Advisors
South Carolina
$16K
DI
244
Disciplined Investments
Oklahoma
$16K +$16.4K +200 New
X
245
Xponance
Pennsylvania
$14.3K
TRCT
246
Tower Research Capital (TRC)
New York
$14K -$6.71K -82 -32%
TPCW
247
TD Private Client Wealth
New York
$11.3K +$11.4K +139 New
BCA
248
Berman Capital Advisors
Georgia
$11K
TIM
249
Tortoise Investment Management
New York
$10K
PA
250
Procyon Advisors
Connecticut
$10K +$9.91K +121 New

NHI Hedge Fund Activity: Q4 2019 in Review

272 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2019, worth a combined $2.58B — down 0.93% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NHI positions and 21 closed out — a net gain of 31 holders — while 99 added to existing stakes and 75 trimmed.

The largest buyer was Invesco, adding an estimated $16.4M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $35.2M.

  • 272 institutional investors held National Health Investors (NHI) as of Q4 2019, up from 242 in Q3 2019.
  • Funds reported $2.58B of National Health Investors stock for Q4 2019, down 0.93% quarter-over-quarter.
  • 52 funds opened new National Health Investors positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest National Health Investors buyer in Q4 2019 was Invesco, an estimated $16.4M added.
  • The largest National Health Investors seller in Q4 2019 was Lasalle Investment Management Securities, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2019.