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National Health Investors

233 hedge funds and large institutions have $1.37B invested in National Health Investors in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.29M

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 61.92%61.98% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 242233 (-9)

12% less capital invested

Capital invested by funds: $1.56B → $1.37B (-$190M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
83
Reduced
81
Closed
39
Calls
$2.34M
Puts
$1.29M
Net Calls
+$1.05M
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
251
Private Advisor Group
New Jersey
-$333K -5,885 Closed
RG
252
Renaissance Group
Kentucky
-$311K -5,496 Closed
ZCA
253
Zeke Capital Advisors
Pennsylvania
-$305K -5,392 Closed
PIA
254
Pinion Investment Advisors
Kansas
-$253K -4,474 Closed
Mariner
255
Mariner
Kansas
-$249K -4,410 Closed
BPCE
256
Bank Pictet & Cie (Europe)
Germany
-$226K -4,000 Closed
TI
257
Tidal Investments
Wisconsin
-$218K -3,861 Closed
VPIM
258
Vanguard Personalized Indexing Management
California
-$202K -3,567 Closed
PHK
259
Point72 Hong Kong
Hong Kong
-$90K -1,587 Closed
FA
260
Financial Advantage
Maryland
-$56K -1,000 Closed
WWMSC
261
Wagner Wealth Management (South Carolina)
South Carolina
-$15K -259 Closed
UIA
262
Ulland Investment Advisors
Minnesota
-$11K -200 Closed
HFM
263
Harvest Fund Management
China
-$7K -125 Closed
CAL
264
Capital Analysts LLC
Pennsylvania
-$4K -63 Closed
BCMLT
265
Beacon Capital Management LLC (Tennessee)
Tennessee
-$4K -60 Closed
EIP
266
Ellis Investment Partners
Pennsylvania
-$3K -60 Closed
M1FG
267
Mach-1 Financial Group
Arkansas
-$2K -37 Closed
BIA
268
Bell Investment Advisors
California
-$2K -33 Closed
AWM
269
Abound Wealth Management
Tennessee
-$57 -1 Closed
NA
270
NewEdge Advisors
Louisiana
+$439 +8 New

NHI Hedge Fund Activity: Q4 2022 in Review

233 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2022, worth a combined $1.37B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NHI and 34 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.8M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $54.2M sold.

  • 233 institutional investors held National Health Investors (NHI) as of Q4 2022, down from 242 in Q3 2022.
  • Funds reported $1.37B of National Health Investors stock for Q4 2022, down 12% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2022 and 39 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q4 2022 was Balyasny Asset Management, an estimated $18.8M added.
  • The largest National Health Investors seller in Q4 2022 was Westfield Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2022.