We are live on ! Find out more
NHI icon

National Health Investors

239 hedge funds and large institutions have $2B invested in National Health Investors in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% less ownership

Funds ownership: 65.9%65.24% (-0.66%)

6% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 87

9% less call options, than puts

Call options by funds: $6M | Put options by funds: $6.57M

4% less funds holding

Funds holding: 248239 (-9)

7% less capital invested

Capital invested by funds: $2.16B → $2B (-$157M)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

Holders
239
Holders Change
-9
Holders Change %
-3.63%
% of All Funds
4.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
82
Reduced
87
Closed
43
Calls
$6M
Puts
$6.57M
Net Calls
-$568K
Net Calls Change
-$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
226
Wagner Wealth Management (South Carolina)
South Carolina
$5K +$5.09K +73 New
SWM
227
Sugarloaf Wealth Management
Georgia
$3K
QCG
228
Quadrant Capital Group
Ohio
$2K -$1.53K -22 -44%
OSAM
229
O'Shaughnessy Asset Management
Connecticut
$2K -$558 -8 -18%
M1FG
230
Mach-1 Financial Group
Arkansas
$2K +$2.58K +37 New
AIG
231
American International Group
New York
$1.64K -$181K -2,596 -10%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$1.5K -$76.2K -1,093 -5%
Federated Hermes
233
Federated Hermes
Pennsylvania
$1K -$1.88K -27 -71%
CAL
234
Capital Analysts LLC
Pennsylvania
$1K
PCG
235
Private Capital Group
Connecticut
$1K
MF
236
Magnetar Financial
Illinois
$879 +$914K +13,105 New
ED
237
Exane Derivatives
France
$467
California Public Employees Retirement System
238
California Public Employees Retirement System
California
-$6.37M -88,160 Closed
Jane Street
239
Jane Street
New York
-$4.52M -62,559 Closed
N
240
Natixis
France
-$3.84M -53,100 Closed
Canada Pension Plan Investment Board
241
Canada Pension Plan Investment Board
Ontario, Canada
-$3.33M -46,100 Closed
MPM
242
Meritage Portfolio Management
Kansas
-$2.39M -33,020 Closed
RCM
243
RVB Capital Management
New York
-$1.45M -20,000 Closed
MSL
244
Mackay Shields LLC
New York
-$1.4M -19,400 Closed
SAM
245
Securian Asset Management
Minnesota
-$1.18M -16,306 Closed
BCM
246
Brookstone Capital Management
Illinois
-$1.12M -15,477 Closed
Thrivent Financial for Lutherans
247
Thrivent Financial for Lutherans
Minnesota
-$998K -13,810 Closed
KFA
248
Krane Funds Advisors
New York
-$918K -12,698 Closed
CG
249
Castellan Group
Kentucky
-$849K -11,750 Closed
MIH
250
Meitav Investment House
Israel
-$718 -9,927 Closed

NHI Hedge Fund Activity: Q2 2021 in Review

239 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2021, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of NHI and 35 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 82 added.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $22.6M. The largest seller was Bank of New York Mellon, cutting an estimated $22.3M.

  • 239 institutional investors held National Health Investors (NHI) as of Q2 2021, down from 248 in Q1 2021.
  • Funds reported $2B of National Health Investors stock for Q2 2021, down 7.3% quarter-over-quarter.
  • 35 funds opened new National Health Investors positions in Q2 2021 and 43 closed out, a net change of -8 holders.
  • The largest National Health Investors buyer in Q2 2021 was Lasalle Investment Management Securities, an estimated $22.6M added.
  • The largest National Health Investors seller in Q2 2021 was Bank of New York Mellon, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2021.