National Health Investors
239 hedge funds and large institutions have $2B invested in National Health Investors in 2021 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 43 closing their positions.
0.66% less ownership
Funds ownership: 65.9% → 65.24% (-0.66%)
6% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 87
9% less call options, than puts
Call options by funds: $6M | Put options by funds: $6.57M
4% less funds holding
Funds holding: 248 → 239 (-9)
7% less capital invested
Capital invested by funds: $2.16B → $2B (-$157M)
19% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$22.6M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$17.8M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$16M |
| 4 |
WCP
Waterfront Capital Partners
New York
|
+$15.9M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$15.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$22.3M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$19.2M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.6M |
| 4 |
Two Sigma Advisers
New York
|
-$8.7M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$7.5M |
NHI Hedge Fund Activity: Q2 2021 in Review
239 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2021, worth a combined $2B — down 7.3% from $2.16B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of NHI and 35 opened new positions — a net loss of 8 holders — while 87 trimmed existing stakes and 82 added.
The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $22.6M. The largest seller was Bank of New York Mellon, cutting an estimated $22.3M.
- 239 institutional investors held National Health Investors (NHI) as of Q2 2021, down from 248 in Q1 2021.
- Funds reported $2B of National Health Investors stock for Q2 2021, down 7.3% quarter-over-quarter.
- 35 funds opened new National Health Investors positions in Q2 2021 and 43 closed out, a net change of -8 holders.
- The largest National Health Investors buyer in Q2 2021 was Lasalle Investment Management Securities, an estimated $22.6M added.
- The largest National Health Investors seller in Q2 2021 was Bank of New York Mellon, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2021.