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National Health Investors

277 hedge funds and large institutions have $2.16B invested in National Health Investors in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

2.75% more ownership

Funds ownership: 65.57%68.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 283277 (-6)

14% less capital invested

Capital invested by funds: $2.52B → $2.16B (-$363M)

21% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.01M

Holders
277
Holders Change
-6
Holders Change %
-2.12%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
112
Reduced
82
Closed
37
Calls
$797K
Puts
$1.01M
Net Calls
-$212K
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
251
Darwin Wealth Management
Florida
$7.31K +$76 +1 +1%
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$7.18K -$20.4K -268 -72%
PA
253
Parallel Advisors
California
$6.58K +$228 +3 +3%
AAP
254
Arax Advisory Partners
Colorado
$6.31K
PFA
255
Pathway Financial Advisers
Indiana
$6.03K +$76 +1 +1%
CJ
256
Caitlin John
Michigan
$5.66K
BIA
257
Bell Investment Advisors
California
$5.47K
WT
258
Whittier Trust
California
$4.37K
JFGIW
259
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.61K -$1.22K -16 -23%
CFO
260
CVA Family Office
Colorado
$3.4K
SWM
261
Sugarloaf Wealth Management
Georgia
$3.05K
Bessemer Group
262
Bessemer Group
New Jersey
$3K -$122K -1,600 -98%
LC
263
Lindbrook Capital
California
$2.29K
MG
264
Mather Group
Illinois
$1.8K
SO
265
Sierra Ocean
California
$1.46K +$1.6K +21 New
RIL
266
Rothschild Investment LLC
Illinois
$1.39K -$1.52K -20 -50%
FFA
267
Farther Finance Advisors
California
$1.25K
HWM
268
Hemington Wealth Management
Virginia
$1K
PMAM
269
Picton Mahoney Asset Management
Ontario, Canada
$1K
GRP
270
Global Retirement Partners
California
$832 -$1.82K -24 -67%
AWM
271
Avior Wealth Management
Nebraska
$762
CA
272
Continuum Advisory
Idaho
$485
SWA
273
SOA Wealth Advisors
New York
$416 +$456 +6 New
WA
274
WPG Advisers
Maryland
$347 +$380 +5 New
DF
275
Dunhill Financial
United Kingdom
$189

NHI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2024, worth a combined $2.16B — down 14% from $2.52B a quarter earlier.

Fund positioning in NHI was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 112 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.3M. The largest seller was Zimmer Partners, exiting entirely with an estimated $25.2M sold.

  • 277 institutional investors held National Health Investors (NHI) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $2.16B of National Health Investors stock for Q4 2024, down 14% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q4 2024 was Millennium Management, an estimated $35.3M added.
  • The largest National Health Investors seller in Q4 2024 was Zimmer Partners, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.