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National Health Investors

183 hedge funds and large institutions have $1.71B invested in National Health Investors in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,700% more call options, than puts

Call options by funds: $812K | Put options by funds: $14K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

56% more capital invested

Capital invested by funds: $1.1B → $1.71B (+$611M)

9% more funds holding

Funds holding: 168183 (+15)

8.06% more ownership

Funds ownership: 58.12%66.18% (+8.1%)

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
78
Reduced
43
Closed
18
Calls
$812K
Puts
$14K
Net Calls
+$798K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
26
Lee, Danner & Bass
Tennessee
$15.9M -$571K -8,783 -4%
BIM
27
BlackRock Investment Management
Delaware
$13.7M +$2.99M +46,012 +31%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$12.9M +$1.19M +18,254 +11%
RA
29
Royce & Associates
New York
$12.5M
Citadel Advisors
30
Citadel Advisors
Florida
$10.2M +$8.13M +125,071 +624%
TCIM
31
TIAA CREF Investment Management
New York
$10.1M -$671K -10,333 -7%
Bank of America
32
Bank of America
North Carolina
$9.94M +$5.51M +84,858 +148%
Asset Management One
33
Asset Management One
Japan
$8.95M +$2.32M +35,654 +39%
California Public Employees Retirement System
34
California Public Employees Retirement System
California
$7.5M +$6.5K +100 +0.1%
NAM
35
Netols Asset Management
Wisconsin
$7.03M -$707K -10,877 -10%
FAAM
36
First Allied Asset Management
California
$6.97M -$153K -2,358 -2%
MAA
37
Managed Account Advisors
New Jersey
$6.94M +$1.45M +22,285 +29%
First Trust Advisors
38
First Trust Advisors
Illinois
$6.91M +$756K +11,633 +13%
Deutsche Bank
39
Deutsche Bank
Germany
$6.84M +$1.61M +24,796 +34%
Charles Schwab
40
Charles Schwab
California
$6.5M +$536K +8,256 +10%
SAMC
41
Shinko Asset Management Company
Japan
$5.86M
DSA
42
Davis Selected Advisers
Arizona
$5.47M +$5.08M +78,242 New
Morgan Stanley
43
Morgan Stanley
New York
$5.25M -$4.17M -64,143 -46%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$4.88M +$569K +8,761 +14%
Wells Fargo
45
Wells Fargo
California
$4.75M +$159K +2,452 +4%
SO
46
STRS Ohio
Ohio
$4.66M +$279K +4,299 +7%
Public Employees Retirement Association of Colorado
47
Public Employees Retirement Association of Colorado
Colorado
$4.59M
TIAAOA
48
Teachers Insurance & Annuity Association of America
New York
$4.59M
AAM
49
Advisors Asset Management
Colorado
$4.59M +$444K +6,832 +12%
CS
50
Credit Suisse
Switzerland
$4.51M -$433K -6,661 -9%

NHI Hedge Fund Activity: Q4 2014 in Review

183 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2014, worth a combined $1.71B — up 56% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 18 closed out — a net gain of 16 holders — while 78 added to existing stakes and 43 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $10.1M.

  • 183 institutional investors held National Health Investors (NHI) as of Q4 2014, up from 168 in Q3 2014.
  • Funds reported $1.71B of National Health Investors stock for Q4 2014, up 56% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q4 2014 was Bank of New York Mellon, an estimated $48M added.
  • The largest National Health Investors seller in Q4 2014 was Ameriprise, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2014.