National Health Investors
211 hedge funds and large institutions have $1.53B invested in National Health Investors in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 22 closing their positions.
223% more call options, than puts
Call options by funds: $1.17M | Put options by funds: $363K
14% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 22
10% more capital invested
Capital invested by funds: $1.38B → $1.53B (+$144M)
0.99% more ownership
Funds ownership: 61.96% → 62.94% (+0.99%)
1% more funds holding
Funds holding: 209 → 211 (+2)
0% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCP
Waterfront Capital Partners
New York
|
+$20.7M |
| 2 |
BlackRock
New York
|
+$13.1M |
| 3 |
Morgan Stanley
New York
|
+$11.4M |
| 4 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
+$9.82M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$30.3M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.62M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$5.65M |
| 4 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$5.28M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$3.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$17.3K | -336 | Closed |
|
|
DSC
227
Duncker Streett & Co
St. Louis,
Missouri
| – | -$15.4K | -300 | Closed |
|
|
FCA
228
FinTrust Capital Advisors
Greenville,
South Carolina
| – | -$10.3K | -200 | Closed |
|
|
WWP
229
WR Wealth Planners
Columbia,
Missouri
| – | -$6.42K | -125 | Closed |
|
|
PTC
230
Private Trust Company
Cleveland,
Ohio
| – | -$3.08K | -60 | Closed |
|
231
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$1.85K | -36 | Closed |
|
|
MPWT
232
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$514 | -10 | Closed |
|
|
CAL
233
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$159 | +3 | +100% |
|
NHI Hedge Fund Activity: Q4 2023 in Review
211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2023, worth a combined $1.53B — up 10% from $1.38B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new NHI positions and 22 closed out — a net gain of 3 holders — while 74 added to existing stakes and 74 trimmed.
The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $20.7M. The largest seller was American Century Companies, cutting an estimated $30.3M.
- 211 institutional investors held National Health Investors (NHI) as of Q4 2023, up from 209 in Q3 2023.
- Funds reported $1.53B of National Health Investors stock for Q4 2023, up 10% quarter-over-quarter.
- 25 funds opened new National Health Investors positions in Q4 2023 and 22 closed out, a net change of +3 holders.
- The largest National Health Investors buyer in Q4 2023 was Waterfront Capital Partners, an estimated $20.7M added.
- The largest National Health Investors seller in Q4 2023 was American Century Companies, an estimated $30.3M sold.
Based on aggregated 13F filings for Q4 2023.