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National Health Investors
NHI

170 hedge funds and large institutions have $1.22B invested in National Health Investors in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

39% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 51

4% more funds holding

Funds holding: 163 → 170 (+7)

5.63% less ownership

Funds ownership: 64.52% → 58.89% (-5.6%)

11% less capital invested

Capital invested by funds: $1.37B → $1.22B (-$151M)

Holders
170
Holders Change
+7
Holders Change %
+4.29%
% of All Funds
4.89%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
71
Reduced
51
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$25.2M
2
Norges Bank
Norges Bank
Norway
+$16.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$13.3M
4
AAMU
APG Asset Management US
New York
+$5.23M
5
HRES
Heitman Real Estate Securities
Illinois
+$5.12M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$123M
2
Prudential Financial
Prudential Financial
New Jersey
-$21.4M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$21.1M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$19.7M
5
Invesco
Invesco
Georgia
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
26
BlackRock Investment Management
Delaware
$9.7M +$3.64M +58,971 +61%
NAM
27
Netols Asset Management
Wisconsin
$7.68M +$1.45M +23,581 +24%
TA
28
Teachers Advisors
New York
$7.02M -$89.2K -1,446 -1%
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$6.22M -$67.8K -1,100 -1%
Asset Management One
30
Asset Management One
Japan
$5.95M -$143K -2,320 -2%
SAMC
31
Shinko Asset Management Company
Japan
$5.24M -$12.3K -200 -0.2%
CS
32
Credit Suisse
Switzerland
$5.22M -$312K -5,057 -6%
Charles Schwab
33
Charles Schwab
California
$5.19M +$243K +3,938 +5%
First Trust Advisors
34
First Trust Advisors
Illinois
$5.02M +$916K +14,848 +23%
Millennium Management
35
Millennium Management
New York
$5.01M +$3.95M +64,075 +399%
MAA
36
Managed Account Advisors
New Jersey
$4.82M +$785K +12,735 +20%
TIAAOA
37
Teachers Insurance & Annuity Association of America
New York
$4.1M -$313K -5,080 -7%
Public Employees Retirement Association of Colorado
38
Public Employees Retirement Association of Colorado
Colorado
$4.1M – – –
Deutsche Bank
39
Deutsche Bank
Germany
$4.03M +$646K +10,480 +19%
AllianceBernstein
40
AllianceBernstein
Tennessee
$3.91M -$370 -6 -0%
Bank of America
41
Bank of America
North Carolina
$3.89M -$435K -7,046 -10%
California State Teachers Retirement System (CalSTRS)
42
California State Teachers Retirement System (CalSTRS)
California
$3.78M +$450K +7,300 +14%
Wells Fargo
43
Wells Fargo
California
$3.76M +$256K +4,150 +7%
RA
44
RMR Advisors
Massachusetts
$3.69M – – –
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$3.66M -$678 -11 -0%
AAM
46
Advisors Asset Management
Colorado
$3.59M +$159K +2,571 +5%
ECM
47
EII Capital Management
New York
$3.28M +$3.24M +52,500 New
SB
48
Suntrust Banks
Georgia
$3.21M -$858K -13,905 -21%
SO
49
STRS Ohio
Ohio
$3.2M -$320K -5,188 -9%
Morgan Stanley
50
Morgan Stanley
New York
$2.73M -$3.34M -54,196 -55%
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NHI Hedge Fund Activity: Q2 2014 in Review

170 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2014, worth a combined $1.22B — down 11% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NHI positions and 11 closed out — a net gain of 7 holders — while 71 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $25.2M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $123M.

  • 170 institutional investors held National Health Investors (NHI) as of Q2 2014, up from 163 in Q1 2014.
  • Funds reported $1.22B of National Health Investors stock for Q2 2014, down 11% quarter-over-quarter.
  • 18 funds opened new National Health Investors positions in Q2 2014 and 11 closed out, a net change of +7 holders.
  • The largest National Health Investors buyer in Q2 2014 was Goldman Sachs, an estimated $25.2M added.
  • The largest National Health Investors seller in Q2 2014 was BNP Paribas Financial Markets, an estimated $123M sold.

Based on aggregated 13F filings for Q2 2014.