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National Health Investors

239 hedge funds and large institutions have $1.55B invested in National Health Investors in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

0% more funds holding

Funds holding: 239239 (0)

1.98% less ownership

Funds ownership: 65.24%63.26% (-2%)

22% less capital invested

Capital invested by funds: $2B → $1.55B (-$450M)

41% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.53M

Holders
239
Holders Change
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
85
Reduced
76
Closed
33
Calls
$2.69M
Puts
$4.53M
Net Calls
-$1.84M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$3K +$1.81K +29 +104%
CAL
227
Capital Analysts LLC
Pennsylvania
$3K +$2.44K +39 +195%
PA
228
Parallel Advisors
California
$3K +$3.5K +56 +933%
SWM
229
Sugarloaf Wealth Management
Georgia
$2K
RTL
230
Red Tortoise LLC
Georgia
$2K +$1.75K +28 New
Nisa Investment Advisors
231
Nisa Investment Advisors
Missouri
$1.2K +$2.44K +39 +0.2%
BCA
232
Berman Capital Advisors
Georgia
$1K -$5.37K -86 -80%
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$1K -$1.38K -22 -61%
Federated Hermes
234
Federated Hermes
Pennsylvania
$1K -$125 -2 -18%
PCG
235
Private Capital Group
Connecticut
$1K
BIA
236
Bell Investment Advisors
California
$1K +$937 +15 New
ED
237
Exane Derivatives
France
$374
WCP
238
Waterfront Capital Partners
New York
-$15.3M -227,551 Closed
KCM
239
Kennedy Capital Management
Missouri
-$6.69M -99,772 Closed
UOC
240
UBS O'Connor
Illinois
-$4.97M -74,200 Closed
DekaBank Deutsche Girozentrale
241
DekaBank Deutsche Girozentrale
Germany
-$2.48M -37,303 Closed
VRS
242
Virginia Retirement Systems
Virginia
-$1.91M -28,500 Closed
CIC
243
Cornercap Investment Counsel
Georgia
-$997K -14,866 Closed
MF
244
Magnetar Financial
Illinois
-$879 -13,105 Closed
PI
245
Pettee Investors
Connecticut
-$872K -13,000 Closed
P
246
&Partners
Tennessee
-$672K -10,018 Closed
GCP
247
GSA Capital Partners
United Kingdom
-$615K -9,173 Closed
GC
248
Globeflex Capital
California
-$596K -8,896 Closed
VI
249
Versor Investments
New York
-$533K -7,952 Closed
OC
250
Oppenheimer & Co
New York
-$416K -6,202 Closed

NHI Hedge Fund Activity: Q3 2021 in Review

239 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2021, worth a combined $1.55B — down 22% from $2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 33 closed out — a net gain of 4 holders — while 85 added to existing stakes and 76 trimmed.

The largest buyer was Rush Island Management, opening a new position worth an estimated $23.7M. The largest seller was Janus Henderson Group, cutting an estimated $48.8M.

  • 239 institutional investors held National Health Investors (NHI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.55B of National Health Investors stock for Q3 2021, down 22% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2021 and 33 closed out, a net change of +4 holders.
  • The largest National Health Investors buyer in Q3 2021 was Rush Island Management, an estimated $23.7M added.
  • The largest National Health Investors seller in Q3 2021 was Janus Henderson Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2021.