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National Health Investors

233 hedge funds and large institutions have $1.37B invested in National Health Investors in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.29M

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 61.92%61.98% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 242233 (-9)

12% less capital invested

Capital invested by funds: $1.56B → $1.37B (-$190M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
83
Reduced
81
Closed
39
Calls
$2.34M
Puts
$1.29M
Net Calls
+$1.05M
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
226
Arax Advisory Partners
Colorado
$679
MYAM
227
Meiji Yasuda Asset Management
Japan
$614 -$20.3K -370 -3%
FSWA
228
Financial Synergies Wealth Advisors
Texas
$314
LC
229
Lindbrook Capital
California
$313 -$1.64K -30 -83%
LFG
230
Larson Financial Group
Missouri
$291 +$55 +1 +20%
GWS
231
Glassman Wealth Services
Virginia
$209
Westfield Capital Management
232
Westfield Capital Management
Massachusetts
-$54.2M -959,230 Closed
Comerica Bank
233
Comerica Bank
Texas
-$7.27M -131,698 Closed
MIIM
234
Mesirow Institutional Investment Management
Illinois
-$7.17M -126,819 Closed
UOC
235
UBS O'Connor
Illinois
-$7.03M -124,319 Closed
IAN
236
Integrated Advisors Network
Texas
-$3.28M -57,949 Closed
WMSA
237
Weiss Multi-Strategy Advisers
New York
-$2.52M -44,594 Closed
ACM
238
AlphaCrest Capital Management
New York
-$1.9M -33,553 Closed
ERSOT
239
Employees Retirement System of Texas
Texas
-$1.51M -26,655 Closed
N
240
Natixis
France
-$1.04M -18,400 Closed
VI
241
Vestcor Inc
New Brunswick, Canada
-$1.02M -18,095 Closed
Canada Pension Plan Investment Board
242
Canada Pension Plan Investment Board
Ontario, Canada
-$967K -17,100 Closed
SFI
243
Susquehanna Fundamental Investments
Pennsylvania
-$955K -16,894 Closed
Principal Financial Group
244
Principal Financial Group
Iowa
-$894K -15,819 Closed
APG Asset Management
245
APG Asset Management
Netherlands
-$721K -12,500 Closed
Capstone Investment Advisors
246
Capstone Investment Advisors
New York
-$693K -12,258 Closed
VWA
247
V Wealth Advisors
Kansas
-$547K -9,673 Closed
DCM
248
Dupont Capital Management
Delaware
-$473K -8,367 Closed
AA
249
ALPS Advisors
Colorado
-$446K -7,886 Closed
AWM
250
Avior Wealth Management
Nebraska
-$416K -7,359 Closed

NHI Hedge Fund Activity: Q4 2022 in Review

233 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2022, worth a combined $1.37B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NHI and 34 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.8M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $54.2M sold.

  • 233 institutional investors held National Health Investors (NHI) as of Q4 2022, down from 242 in Q3 2022.
  • Funds reported $1.37B of National Health Investors stock for Q4 2022, down 12% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2022 and 39 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q4 2022 was Balyasny Asset Management, an estimated $18.8M added.
  • The largest National Health Investors seller in Q4 2022 was Westfield Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2022.