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National Health Investors
NHI

242 hedge funds and large institutions have $2.6B invested in National Health Investors in 2019 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 86 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 23

7% more capital invested

Capital invested by funds: $2.43B → $2.6B (+$173M)

3% more funds holding

Funds holding: 236 → 242 (+6)

1.5% more ownership

Funds ownership: 71.25% → 72.75% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 79

77% less call options, than puts

Call options by funds: $5.74M | Put options by funds: $24.7M

Holders
242
Holders Change
+6
Holders Change %
+2.54%
% of All Funds
5.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
86
Reduced
79
Closed
23
Calls
$5.74M
Puts
$24.7M
Net Calls
-$18.9M
Net Calls Change
+$2.78M

Top Buyers

1
N
Nuveen
North Carolina
+$36.1M
2
JP Morgan Chase
JP Morgan Chase
New York
+$21.8M
3
WMSA
Weiss Multi-Strategy Advisers
New York
+$17.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$16.6M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$7.32M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$22.7M
2
Invesco
Invesco
Georgia
-$16.8M
3
Marshall Wace
Marshall Wace
United Kingdom
-$7.04M
4
Millennium Management
Millennium Management
New York
-$6.53M
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$4.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
251
Brown Brothers Harriman & Co
New York
– -$177K -2,270 Closed
ADEF
252
Adams Diversified Equity Fund
Maryland
– -$140K -1,800 Closed
MAM
253
Meeder Asset Management
Ohio
– -$110K -1,412 Closed
DWM
254
Doyle Wealth Management
Florida
– -$78K -1,000 Closed
Fifth Third Bancorp
255
Fifth Third Bancorp
Ohio
– -$62K -800 Closed
DSC
256
Duncker Streett & Co
Missouri
– -$32K -410 Closed
PCP
257
Proficio Capital Partners
Massachusetts
– -$21K -272 Closed
Rockefeller Capital Management
258
Rockefeller Capital Management
New York
– -$15K -189 Closed
FHA
259
First Horizon Advisors
Tennessee
– -$10K -124 Closed
CFB
260
Cullen/Frost Bankers
Texas
– -$8K -103 Closed
CAW
261
Cornerstone Advisors (Washington)
Washington
– -$7K -94 Closed
EFSCE
262
Enterprise Financial Services Corp (EFSC)
Missouri
– -$6K -79 Closed
PA
263
Parallel Advisors
California
– -$5K -62 Closed
FGAM
264
Financial Gravity Asset Management
Texas
– -$2.36K -29 -94%
CFA
265
Camarda Financial Advisors
Florida
– -$1K -14 Closed
7 8 9 10
11

NHI Hedge Fund Activity: Q3 2019 in Review

242 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2019, worth a combined $2.6B — up 7.1% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new NHI positions and 23 closed out — a net gain of 6 holders — while 86 added to existing stakes and 79 trimmed.

The largest buyer was Nuveen, adding an estimated $36.1M. The largest seller was Goldman Sachs, cutting an estimated $22.7M.

  • 242 institutional investors held National Health Investors (NHI) as of Q3 2019, up from 236 in Q2 2019.
  • Funds reported $2.6B of National Health Investors stock for Q3 2019, up 7.1% quarter-over-quarter.
  • 29 funds opened new National Health Investors positions in Q3 2019 and 23 closed out, a net change of +6 holders.
  • The largest National Health Investors buyer in Q3 2019 was Nuveen, an estimated $36.1M added.
  • The largest National Health Investors seller in Q3 2019 was Goldman Sachs, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2019.