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National Health Investors
NHI

272 hedge funds and large institutions have $2.58B invested in National Health Investors in 2019 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 99 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 21

32% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 75

12% more funds holding

Funds holding: 242 → 272 (+30)

0.84% less ownership

Funds ownership: 72.75% → 71.9% (-0.84%)

1% less capital invested

Capital invested by funds: $2.6B → $2.58B (-$24.1M)

37% less call options, than puts

Call options by funds: $11.8M | Put options by funds: $18.7M

Holders
272
Holders Change
+30
Holders Change %
+12.4%
% of All Funds
5.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
52
Increased
99
Reduced
75
Closed
21
Calls
$11.8M
Puts
$18.7M
Net Calls
-$6.87M
Net Calls Change
+$12.1M

Top Buyers

1
Invesco
Invesco
Georgia
+$16.4M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.9M
3
CC
Carlson Capital
Texas
+$11.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.3M
5
BlackRock
BlackRock
New York
+$10.1M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
-$35.2M
2
N
Nuveen
North Carolina
-$20.2M
3
B
Barings
North Carolina
-$15.6M
4
Millennium Management
Millennium Management
New York
-$13.9M
5
WMSA
Weiss Multi-Strategy Advisers
New York
-$10.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
276
ExodusPoint Capital Management
New York
– -$766K -9,300 Closed
CRC
277
Curi RMB Capital
Illinois
– -$573K -6,952 Closed
JIP
278
Jaffetilchin Investment Partners
Florida
– -$477K -5,792 Closed
Simplex Trading
279
Simplex Trading
Illinois
– -$460K -5,620 Closed
CANY
280
Caxton Associates (New York)
New York
– -$436K -5,292 Closed
Walleye Trading
281
Walleye Trading
New York
– -$388K -4,714 Closed
Wolverine Trading
282
Wolverine Trading
Illinois
– -$279K -3,402 Closed
HF
283
HRT Financial
New York
– -$279K -3,392 Closed
WANY
284
Wealthspire Advisors (New York)
New York
– -$215K -2,615 Closed
PI
285
PEAK6 Investments
Illinois
– -$80K -976 Closed
TC
286
Truvestments Capital
Florida
– -$26K -309 Closed
MPWT
287
MassMutual Private Wealth & Trust
Connecticut
– -$23K -275 Closed
FMB
288
Field & Main Bank
Kentucky
– -$8K -100 Closed
TWA
289
TCI Wealth Advisors
Arizona
– -$3K -37 Closed
FEM
290
Fulcrum Equity Management
Texas
– -$2K -27 Closed
GI
291
Gradient Investments
Minnesota
– -$1K -9 Closed
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
– +$164 +2 New
CWA
293
Carolina Wealth Advisors
South Carolina
– +$328 +4 New
8 9 10 11
12

NHI Hedge Fund Activity: Q4 2019 in Review

272 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2019, worth a combined $2.58B — down 0.93% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new NHI positions and 21 closed out — a net gain of 31 holders — while 99 added to existing stakes and 75 trimmed.

The largest buyer was Invesco, adding an estimated $16.4M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $35.2M.

  • 272 institutional investors held National Health Investors (NHI) as of Q4 2019, up from 242 in Q3 2019.
  • Funds reported $2.58B of National Health Investors stock for Q4 2019, down 0.93% quarter-over-quarter.
  • 52 funds opened new National Health Investors positions in Q4 2019 and 21 closed out, a net change of +31 holders.
  • The largest National Health Investors buyer in Q4 2019 was Invesco, an estimated $16.4M added.
  • The largest National Health Investors seller in Q4 2019 was Lasalle Investment Management Securities, an estimated $35.2M sold.

Based on aggregated 13F filings for Q4 2019.