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National Health Investors

277 hedge funds and large institutions have $2.16B invested in National Health Investors in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

2.75% more ownership

Funds ownership: 65.57%68.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 283277 (-6)

14% less capital invested

Capital invested by funds: $2.52B → $2.16B (-$363M)

21% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.01M

Holders
277
Holders Change
-6
Holders Change %
-2.12%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
112
Reduced
82
Closed
37
Calls
$797K
Puts
$1.01M
Net Calls
-$212K
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
226
Loomis, Sayles & Company
Massachusetts
$44K +$14.4K +189 +42%
AF
227
Allworth Financial
California
$36.5K +$3.42K +45 +9%
TRCT
228
Tower Research Capital (TRC)
New York
$33.7K -$3.58K -47 -9%
CWM
229
Compass Wealth Management
Connecticut
$32.9K
STB
230
S&T Bank
Pennsylvania
$32.9K +$36.1K +475 New
C
231
Covestor
United Kingdom
$29K -$76 -1 -0.2%
HCA
232
Harbor Capital Advisors
Illinois
$21K -$39.5K -520 -63%
CA
233
CoreCap Advisors
Michigan
$20.8K -$22.8K -300 -50%
SAM
234
Smartleaf Asset Management
Massachusetts
$20.3K +$6.31K +83 +39%
UFF
235
USA Financial Formulas
Michigan
$19.3K -$48.9K -643 -70%
S
236
SignatureFD
Georgia
$14.9K -$1.14K -15 -7%
PS
237
Principal Securities
Iowa
$14.1K -$20.2K -266 -57%
EWA
238
EverSource Wealth Advisors
Alabama
$12.5K +$7.83K +103 +134%
SPIA
239
Steward Partners Investment Advisory
New York
$11.9K
HI
240
Harbour Investments
Wisconsin
$11.8K
CTC
241
Central Trust Company
Missouri
$11.6K
GI
242
GAMMA Investing
California
$10.8K +$228 +3 +2%
PC
243
Promethos Capital
Massachusetts
$10.4K +$11.4K +150 New
CFGS
244
Concourse Financial Group Securities
Alabama
$9.83K +$608 +8 +6%
WWP
245
WR Wealth Planners
Missouri
$8.66K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$8.52K +$9.36K +123 New
CAS
247
Coppell Advisory Solutions
Texas
$8.41K +$9.28K +122 New
SAM
248
Synergy Asset Management
Washington
$7.9K +$7.15K +94 New
QCG
249
Quadrant Capital Group
Ohio
$7.76K
ACM
250
Aster Capital Management
United Arab Emirates
$7.35K +$8.06K +106 New

NHI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2024, worth a combined $2.16B — down 14% from $2.52B a quarter earlier.

Fund positioning in NHI was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 112 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.3M. The largest seller was Zimmer Partners, exiting entirely with an estimated $25.2M sold.

  • 277 institutional investors held National Health Investors (NHI) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $2.16B of National Health Investors stock for Q4 2024, down 14% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q4 2024 was Millennium Management, an estimated $35.3M added.
  • The largest National Health Investors seller in Q4 2024 was Zimmer Partners, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.