National Health Investors
168 hedge funds and large institutions have $1.1B invested in National Health Investors in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 62 reducing their positions, and 13 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 62
0.77% less ownership
Funds ownership: 58.89% → 58.12% (-0.77%)
1% less funds holding
Funds holding: 170 → 168 (-2)
10% less capital invested
Capital invested by funds: $1.22B → $1.1B (-$119M)
15% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $114K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$12.8M |
| 2 |
Millennium Management
New York
|
+$10.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$6.87M |
| 4 |
FAAM
First Allied Asset Management
San Diego,
California
|
+$6.27M |
| 5 |
Morgan Stanley
New York
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$35.7M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$14.9M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$8.52M |
| 4 |
ECM
EII Capital Management
New York
|
-$1.83M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$1.83M |
NHI Hedge Fund Activity: Q3 2014 in Review
168 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2014, worth a combined $1.1B — down 9.8% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of NHI and 11 opened new positions — a net loss of 2 holders — while 62 trimmed existing stakes and 62 added.
The largest buyer was Bank of New York Mellon, adding an estimated $12.8M. The largest seller was Fidelity Investments, cutting an estimated $35.7M.
- 168 institutional investors held National Health Investors (NHI) as of Q3 2014, down from 170 in Q2 2014.
- Funds reported $1.1B of National Health Investors stock for Q3 2014, down 9.8% quarter-over-quarter.
- 11 funds opened new National Health Investors positions in Q3 2014 and 13 closed out, a net change of -2 holders.
- The largest National Health Investors buyer in Q3 2014 was Bank of New York Mellon, an estimated $12.8M added.
- The largest National Health Investors seller in Q3 2014 was Fidelity Investments, an estimated $35.7M sold.
Based on aggregated 13F filings for Q3 2014.