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National Health Investors

242 hedge funds and large institutions have $1.56B invested in National Health Investors in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $1.8M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 235242 (+7)

2.57% less ownership

Funds ownership: 64.49%61.92% (-2.6%)

13% less capital invested

Capital invested by funds: $1.8B → $1.56B (-$239M)

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
62
Reduced
92
Closed
28
Calls
$3.1M
Puts
$1.8M
Net Calls
+$1.3M
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
226
Capital Analysts LLC
Pennsylvania
$4K +$63 +1 +2%
PTC
227
Private Trust Company
Ohio
$3K
SWM
228
Sugarloaf Wealth Management
Georgia
$3K
WFA
229
Wipfli Financial Advisors
Wisconsin
$3K +$3.02K +48 New
EIP
230
Ellis Investment Partners
Pennsylvania
$3K +$3.78K +60 New
LC
231
Lindbrook Capital
California
$2K -$2.96K -47 -57%
BIA
232
Bell Investment Advisors
California
$2K -$756 -12 -27%
M1FG
233
Mach-1 Financial Group
Arkansas
$2K
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$2K
AAP
235
Arax Advisory Partners
Colorado
$1K
MOS
236
MGO One Seven
Ohio
$364
FSWA
237
Financial Synergies Wealth Advisors
Texas
$340
AWM
238
Abound Wealth Management
Tennessee
$57 +$63 +1 New
RIM
239
Rush Island Management
New York
-$27.3M -450,380 Closed
MFIMFI
240
Mesirow Financial Investment Management - Fixed Income
Illinois
-$11.7M -193,334 Closed
Wellington Management Group
241
Wellington Management Group
Massachusetts
-$6.48M -106,910 Closed
SA
242
Shilanski & Associates
Alaska
-$2.77M -45,682 Closed
AI
243
AXS Investments
New York
-$976K -16,100 Closed
SAM
244
Securian Asset Management
Minnesota
-$915K -15,100 Closed
Tudor Investment Corp
245
Tudor Investment Corp
Connecticut
-$890K -14,681 Closed
NYLIM
246
New York Life Investment Management
New York
-$790K -13,028 Closed
VF
247
Virtu Financial
New York
-$499K -8,239 Closed
Jacobs Levy Equity Management
248
Jacobs Levy Equity Management
New Jersey
-$471K -7,769 Closed
Bank of Montreal
249
Bank of Montreal
Ontario, Canada
-$405 -6,518 Closed
VI
250
Versor Investments
New York
-$303K -5,000 Closed

NHI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2022, worth a combined $1.56B — down 13% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 28 closed out — a net gain of 9 holders — while 62 added to existing stakes and 92 trimmed.

The largest buyer was Prudential Financial, adding an estimated $7.37M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $33M.

  • 242 institutional investors held National Health Investors (NHI) as of Q3 2022, up from 235 in Q2 2022.
  • Funds reported $1.56B of National Health Investors stock for Q3 2022, down 13% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2022 and 28 closed out, a net change of +9 holders.
  • The largest National Health Investors buyer in Q3 2022 was Prudential Financial, an estimated $7.37M added.
  • The largest National Health Investors seller in Q3 2022 was Lasalle Investment Management Securities, an estimated $33M sold.

Based on aggregated 13F filings for Q3 2022.