National Health Investors
233 hedge funds and large institutions have $1.71B invested in National Health Investors in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 30 closing their positions.
27% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 30
2% more funds holding
Funds holding: 228 → 233 (+5)
2.1% more ownership
Funds ownership: 64.02% → 66.12% (+2.1%)
1% more capital invested
Capital invested by funds: $1.69B → $1.71B (+$22.7M)
15% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 84
21% less call options, than puts
Call options by funds: $2.4M | Put options by funds: $3.04M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$45.1M |
| 2 |
State Street
Boston,
Massachusetts
|
+$17.1M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$13.9M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$12M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$9.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$33.5M |
| 2 |
BlackRock
New York
|
-$13.1M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$11.9M |
| 4 |
Millennium Management
New York
|
-$8.51M |
| 5 |
CA
CapWealth Advisors
Franklin,
Tennessee
|
-$8.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Voloridge Investment Management
Jupiter,
Florida
| – | -$219K | -3,813 | Closed |
|
|
CPC
252
Congress Park Capital
Saratoga Springs,
New York
| – | -$216K | -3,750 | Closed |
|
253
Envestnet Asset Management
Chicago,
Illinois
| – | -$204K | -3,544 | Closed |
|
|
CI
254
Clal Insurance
Tel-Aviv,
Israel
| – | -$131K | -2,244 | Closed |
|
|
MAM
255
Meeder Asset Management
Dublin,
Ohio
| – | -$115K | -2,010 | Closed |
|
|
BBHC
256
Brown Brothers Harriman & Co
New York
| – | -$115 | -2,000 | Closed |
|
|
SFM
257
Signet Financial Management
Parsippany,
New Jersey
| – | -$26K | -447 | Closed |
|
|
FPS
258
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$12K | -203 | Closed |
|
|
RPCONE
259
Retirement Planning Company of New England
Warwick,
Rhode Island
| – | -$5K | -100 | Closed |
|
|
CA
260
CoreCap Advisors
Southfield,
Michigan
| – | -$4K | -75 | Closed |
|
|
CAL
261
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$3K | -60 | Closed |
|
NHI Hedge Fund Activity: Q1 2022 in Review
233 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2022, worth a combined $1.71B — up 1.3% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new NHI positions and 30 closed out — a net gain of 8 holders — while 71 added to existing stakes and 84 trimmed.
The largest buyer was Westfield Capital Management, opening a new position worth an estimated $45.1M. The largest seller was Goldman Sachs, cutting an estimated $33.5M.
- 233 institutional investors held National Health Investors (NHI) as of Q1 2022, up from 228 in Q4 2021.
- Funds reported $1.71B of National Health Investors stock for Q1 2022, up 1.3% quarter-over-quarter.
- 38 funds opened new National Health Investors positions in Q1 2022 and 30 closed out, a net change of +8 holders.
- The largest National Health Investors buyer in Q1 2022 was Westfield Capital Management, an estimated $45.1M added.
- The largest National Health Investors seller in Q1 2022 was Goldman Sachs, an estimated $33.5M sold.
Based on aggregated 13F filings for Q1 2022.