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National Health Investors
NHI

145 hedge funds and large institutions have $740M invested in National Health Investors in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.53% less ownership

Funds ownership: 47.35% → 46.81% (-0.53%)

5% less funds holding

Funds holding: 153 → 145 (-8)

6% less capital invested

Capital invested by funds: $790M → $740M (-$50.4M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
4.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
51
Reduced
51
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GKIM
GW&K Investment Management
Massachusetts
+$5.08M
2
BFA
BlackRock Fund Advisors
California
+$3.96M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.89M
4
Invesco
Invesco
Georgia
+$968K
5
Deutsche Bank
Deutsche Bank
Germany
+$904K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.55M
2
PI
Putnam Investments
Massachusetts
-$2.24M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.18M
4
ECM
EII Capital Management
New York
-$2.09M
5
CS
Credit Suisse
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$4.3M +$579K +9,700 +15%
RFC
27
Russell Frank Company
Washington
$4.29M -$553K -9,266 -11%
CS
28
Credit Suisse
Switzerland
$4.25M -$1.4M -23,430 -24%
BIM
29
BlackRock Investment Management
Delaware
$3.98M +$267K +4,470 +7%
AllianceBernstein
30
AllianceBernstein
Tennessee
$3.54M +$201K +3,362 +6%
TIAAOA
31
Teachers Insurance & Annuity Association of America
New York
$3.52M -$107K -1,790 -3%
SO
32
STRS Ohio
Ohio
$3.43M -$23.9K -400 -0.7%
Charles Schwab
33
Charles Schwab
California
$3.42M +$135K +2,262 +4%
MAA
34
Managed Account Advisors
New Jersey
$3.28M +$170K +2,852 +5%
Deutsche Bank
35
Deutsche Bank
Germany
$3.25M +$904K +15,151 +36%
RA
36
RMR Advisors
Massachusetts
$3.07M – – –
First Trust Advisors
37
First Trust Advisors
Illinois
$2.98M -$281K -4,718 -8%
PPA
38
Parametric Portfolio Associates
Washington
$2.96M +$13.8K +232 +0.4%
AAM
39
Advisors Asset Management
Colorado
$2.88M +$432K +7,234 +17%
SOAMC
40
Spirit of America Management Corp
New York
$2.86M – – –
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$2.77M +$169K +2,827 +6%
PI
42
Putnam Investments
Massachusetts
$2.6M -$2.24M -37,517 -45%
Morgan Stanley
43
Morgan Stanley
New York
$2.57M +$342K +5,738 +15%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$2.52M +$84K +1,408 +3%
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$2.37M +$55.1K +924 +2%
Wells Fargo
46
Wells Fargo
California
$2.35M -$94.6K -1,586 -4%
U
47
UBS
Switzerland
$2.32M +$23.2K +389 +1%
Goldman Sachs
48
Goldman Sachs
New York
$2.16M -$795K -13,330 -26%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.15M -$15.5K -260 -0.7%
AQR Capital Management
50
AQR Capital Management
Connecticut
$1.78M -$1.05M -17,682 -36%
1
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NHI Hedge Fund Activity: Q3 2013 in Review

145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2013, worth a combined $740M — down 6.4% from $790M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NHI and 6 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was GW&K Investment Management, adding an estimated $5.08M. The largest seller was Fidelity Investments, cutting an estimated $9.55M.

  • 145 institutional investors held National Health Investors (NHI) as of Q3 2013, down from 153 in Q2 2013.
  • Funds reported $740M of National Health Investors stock for Q3 2013, down 6.4% quarter-over-quarter.
  • 6 funds opened new National Health Investors positions in Q3 2013 and 13 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q3 2013 was GW&K Investment Management, an estimated $5.08M added.
  • The largest National Health Investors seller in Q3 2013 was Fidelity Investments, an estimated $9.55M sold.

Based on aggregated 13F filings for Q3 2013.