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National Health Investors

239 hedge funds and large institutions have $1.55B invested in National Health Investors in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

0% more funds holding

Funds holding: 239239 (0)

1.98% less ownership

Funds ownership: 65.24%63.26% (-2%)

22% less capital invested

Capital invested by funds: $2B → $1.55B (-$450M)

41% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.53M

Holders
239
Holders Change
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
85
Reduced
76
Closed
33
Calls
$2.69M
Puts
$4.53M
Net Calls
-$1.84M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
E
251
Ergoteles
New York
-$334K -4,987 Closed
MFS
252
Mirabella Financial Services
United Kingdom
-$302K -4,502 Closed
WAM
253
Wolverine Asset Management
Illinois
-$297K -4,436 Closed
PAM
254
Panagora Asset Management
Massachusetts
-$271K -4,040 Closed
BC
255
Burney Company
Virginia
-$271K -4,035 Closed
RA
256
RFG Advisory
Alabama
-$255K -3,809 Closed
XT
257
XTX Topco
Cayman Islands
-$240K -3,582 Closed
Envestnet Asset Management
258
Envestnet Asset Management
Illinois
-$238K -3,545 Closed
Rafferty Asset Management
259
Rafferty Asset Management
New York
-$230K -3,431 Closed
JMPWA
260
JP Morgan Private Wealth Advisors
California
-$227K -3,391 Closed
ET
261
Equitable Trust
Tennessee
-$214K -3,190 Closed
RFC
262
Regions Financial Corp
Alabama
-$210K -3,128 Closed
SJL
263
Shayne & Jacobs LLC
Tennessee
-$208K -3,100 Closed
NGA
264
Naples Global Advisors
Florida
-$200K -2,984 Closed
BDS
265
Banco de Sabadell
Florida
-$77K -1,140 Closed
ASN
266
Advisory Services Network
Georgia
-$50K -746 Closed
OIA
267
Optimum Investment Advisors
Illinois
-$13K -194 Closed
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
-$8K -125 Closed
WWMSC
269
Wagner Wealth Management (South Carolina)
South Carolina
-$5K -73 Closed
M1FG
270
Mach-1 Financial Group
Arkansas
-$2K -37 Closed
DA
271
Denali Advisors
California
+$562 +9 New

NHI Hedge Fund Activity: Q3 2021 in Review

239 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2021, worth a combined $1.55B — down 22% from $2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 33 closed out — a net gain of 4 holders — while 85 added to existing stakes and 76 trimmed.

The largest buyer was Rush Island Management, opening a new position worth an estimated $23.7M. The largest seller was Janus Henderson Group, cutting an estimated $48.8M.

  • 239 institutional investors held National Health Investors (NHI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.55B of National Health Investors stock for Q3 2021, down 22% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2021 and 33 closed out, a net change of +4 holders.
  • The largest National Health Investors buyer in Q3 2021 was Rush Island Management, an estimated $23.7M added.
  • The largest National Health Investors seller in Q3 2021 was Janus Henderson Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2021.