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National Health Investors

272 hedge funds and large institutions have $2.58B invested in National Health Investors in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 75

12% more funds holding

Funds holding: 242272 (+30)

0.84% less ownership

Funds ownership: 72.75%71.9% (-0.84%)

1% less capital invested

Capital invested by funds: $2.6B → $2.58B (-$24.1M)

37% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $18.7M

Holders
272
Holders Change
+30
Holders Change %
+12.4%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
99
Reduced
75
Closed
21
Calls
$11.8M
Puts
$18.7M
Net Calls
-$6.87M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
251
Sowell Financial Services
Arkansas
$9K -$246 -3 -3%
PCIA
252
Prime Capital Investment Advisors
Kansas
$9K
BFEC
253
Benjamin F. Edwards & Company
Missouri
$8K
PFBT
254
Parkside Financial Bank & Trust
Missouri
$8K
SIM
255
Sonora Investment Management
Arizona
$8K
LC
256
Lindbrook Capital
California
$7K
ASN
257
Advisory Services Network
Georgia
$7K +$655 +8 +10%
OSAM
258
O'Shaughnessy Asset Management
Connecticut
$5K +$4.99K +61 New
OPS
259
Orion Portfolio Solutions
Nebraska
$5K +$5.24K +64 New
SWM
260
Sugarloaf Wealth Management
Georgia
$4K +$3.6K +44 New
PA
261
PSI Advisors
Florida
$4K +$4.09K +50 New
ACM
262
Allred Capital Management
Texas
$3.26K +$3.27K +40 New
IA
263
IFP Advisors
Florida
$3K
CBT
264
Capital Bank & Trust
California
$3K +$3.03K +37 New
S
265
SignatureFD
Georgia
$3K +$3.19K +39 New
GWM
266
Geneos Wealth Management
Colorado
$2K
CFGS
267
Concourse Financial Group Securities
Alabama
$1K
PCG
268
Private Capital Group
Connecticut
$1K
SF
269
Synovus Financial
Georgia
$1K +$983 +12 New
PA
270
Parallel Advisors
California
$1K +$1.31K +16 New
ECM
271
EII Capital Management
New York
$409 -$63.6K -777 -13%
BPSG
272
Brookfield Public Securities Group
New York
-$1.6M -19,400 Closed
PP
273
Paloma Partners
Connecticut
-$1.18M -14,341 Closed
Voloridge Investment Management
274
Voloridge Investment Management
Florida
-$932K -11,311 Closed
TCM
275
Tuttle Capital Management
Connecticut
-$818K -9,859 Closed

NHI Hedge Fund Activity: Q4 2019 in Review

272 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2019, worth a combined $2.58B — down 0.93% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NHI positions and 21 closed out — a net gain of 31 holders — while 99 added to existing stakes and 75 trimmed.

The largest buyer was Invesco, adding an estimated $16.4M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $35.2M.

  • 272 institutional investors held National Health Investors (NHI) as of Q4 2019, up from 242 in Q3 2019.
  • Funds reported $2.58B of National Health Investors stock for Q4 2019, down 0.93% quarter-over-quarter.
  • 52 funds opened new National Health Investors positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest National Health Investors buyer in Q4 2019 was Invesco, an estimated $16.4M added.
  • The largest National Health Investors seller in Q4 2019 was Lasalle Investment Management Securities, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2019.