National Health Investors
229 hedge funds and large institutions have $2.24B invested in National Health Investors in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 77 reducing their positions, and 30 closing their positions.
8% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 77
3% more capital invested
Capital invested by funds: $2.16B → $2.24B (+$75.7M)
0.36% less ownership
Funds ownership: 70.7% → 70.34% (-0.36%)
4% less funds holding
Funds holding: 239 → 229 (-10)
23% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 30
24% less call options, than puts
Call options by funds: $10.7M | Put options by funds: $14.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$11.9M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$10.7M |
| 3 |
BlackRock
New York
|
+$9.05M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$8.17M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$26.9M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
-$4.63M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.53M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$4.22M |
| 5 |
Millennium Management
New York
|
-$4.19M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AA
251
Apriem Advisors
Irvine,
California
| – | -$31K | -423 | Closed |
|
|
MPPLM
252
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| – | -$22K | -305 | Closed |
|
|
IWP
253
Icon Wealth Partners
Houston,
Texas
| – | -$17K | -233 | Closed |
|
|
AWA
254
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$14K | -184 | Closed |
|
|
PHK
255
Point72 Hong Kong
Hong Kong
| – | -$6K | -78 | Closed |
|
256
Envestnet Asset Management
Chicago,
Illinois
| – | -$5K | -63 | Closed |
|
|
PA
257
Parallel Advisors
San Francisco,
California
| – | -$2K | -35 | Closed |
|
|
S
258
SignatureFD
Atlanta,
Georgia
| – | -$2.67K | -35 | -90% |
|
|
ED
259
Exane Derivatives
Paris,
France
| – | -$148 | -2 | Closed |
|
NHI Hedge Fund Activity: Q3 2018 in Review
229 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2018, worth a combined $2.24B — up 3.5% from $2.16B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of NHI and 23 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 83 added.
The largest buyer was Renaissance Technologies, adding an estimated $11.9M. The largest seller was Invesco, cutting an estimated $26.9M.
- 229 institutional investors held National Health Investors (NHI) as of Q3 2018, down from 239 in Q2 2018.
- Funds reported $2.24B of National Health Investors stock for Q3 2018, up 3.5% quarter-over-quarter.
- 23 funds opened new National Health Investors positions in Q3 2018 and 30 closed out, a net change of -7 holders.
- The largest National Health Investors buyer in Q3 2018 was Renaissance Technologies, an estimated $11.9M added.
- The largest National Health Investors seller in Q3 2018 was Invesco, an estimated $26.9M sold.
Based on aggregated 13F filings for Q3 2018.