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National Health Investors

231 hedge funds and large institutions have $1.86B invested in National Health Investors in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

10% more capital invested

Capital invested by funds: $1.7B → $1.86B (+$165M)

5% more funds holding

Funds holding: 221231 (+10)

1.09% more ownership

Funds ownership: 62.23%63.32% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less call options, than puts

Call options by funds: $724K | Put options by funds: $934K

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
82
Reduced
76
Closed
22
Calls
$724K
Puts
$934K
Net Calls
-$210K
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$1K -$12.4K -193 -93%
AWM
227
Avior Wealth Management
Nebraska
$745 -$513 -8 -42%
SFC
228
Strategic Financial Concepts
Texas
$557 +$2.68M +41,847 New
CWP
229
Concord Wealth Partners
Virginia
$406 +$385 +6 New
CWA
230
Carolina Wealth Advisors
South Carolina
$271
WCP
231
Waterfront Capital Partners
New York
-$19.1M -304,616 Closed
ECM
232
ExodusPoint Capital Management
New York
-$2.13M -33,945 Closed
AIG
233
American International Group
New York
-$1.29M -20,590 Closed
BFM
234
Boothbay Fund Management
New York
-$1.17M -18,571 Closed
BHCM
235
Brevan Howard Capital Management
Jersey
-$986K -15,695 Closed
Point72 Asset Management
236
Point72 Asset Management
Connecticut
-$660K -10,500 Closed
SSA
237
Schonfeld Strategic Advisors
New York
-$638K -10,160 Closed
PCM
238
Prelude Capital Management
New York
-$570K -9,080 Closed
SFI
239
Susquehanna Fundamental Investments
Pennsylvania
-$547K -8,707 Closed
Marshall Wace
240
Marshall Wace
United Kingdom
-$480K -7,639 Closed
HCM
241
HGI Capital Management
New York
-$471K -7,495 Closed
UOC
242
UBS O'Connor
Illinois
-$426K -6,775 Closed
CVA
243
Central Valley Advisors
California
-$326K -5,181 Closed
JF
244
Jump Financial
Illinois
-$259K -4,119 Closed
Voloridge Investment Management
245
Voloridge Investment Management
Florida
-$246K -3,908 Closed
Millennium Management
246
Millennium Management
New York
-$225K -3,574 Closed
MLICM
247
Metropolitan Life Insurance Company (MetLife)
New York
-$220K -3,507 Closed
Lazard Asset Management
248
Lazard Asset Management
New York
-$38K -613 Closed
OPTFSNA
249
Old Point Trust & Financial Services N A
Virginia
-$18.8K -300 Closed
NS
250
NBC Securities
Alabama
-$6K -100 Closed

NHI Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2024, worth a combined $1.86B — up 9.7% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 22 closed out — a net gain of 12 holders — while 82 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, adding an estimated $11.4M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $19.1M sold.

  • 231 institutional investors held National Health Investors (NHI) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.86B of National Health Investors stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q2 2024 and 22 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q2 2024 was Nuveen, an estimated $11.4M added.
  • The largest National Health Investors seller in Q2 2024 was Waterfront Capital Partners, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2024.