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National Health Investors

180 hedge funds and large institutions have $1.51B invested in National Health Investors in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $167K | Put options by funds: $40K

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 181180 (-1)

2% less capital invested

Capital invested by funds: $1.53B → $1.51B (-$24M)

1.52% less ownership

Funds ownership: 66.82%65.3% (-1.5%)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
55
Reduced
65
Closed
22
Calls
$167K
Puts
$40K
Net Calls
+$127K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$11.8M +$410K +6,787 +3%
O
27
OppenheimerFunds
New York
$10.1M -$744K -12,304 -7%
Renaissance Technologies
28
Renaissance Technologies
New York
$8.18M +$1.98M +32,800 +30%
TCIM
29
TIAA CREF Investment Management
New York
$8.15M -$393K -6,499 -4%
First Trust Advisors
30
First Trust Advisors
Illinois
$7.96M +$1.8M +29,778 +27%
BIM
31
BlackRock Investment Management
Delaware
$7.75M -$4.27M -70,579 -34%
Asset Management One
32
Asset Management One
Japan
$7.6M -$86.3K -1,428 -1%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$6.33M
Charles Schwab
34
Charles Schwab
California
$6.32M +$238K +3,932 +4%
SMDAM
35
Sumitomo Mitsui DS Asset Management
Japan
$6.03M +$6.08M +100,519 +2,271%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$6.02M +$3.83M +63,358 +153%
BNP Paribas Asset Management
37
BNP Paribas Asset Management
France
$5.95M +$6.26M +103,564 New
DCM
38
Decade Capital Management
New York
$5.26M +$2.72M +45,031 +97%
CS
39
Credit Suisse
Switzerland
$5.16M +$275K +4,552 +5%
DSA
40
Davis Selected Advisers
Arizona
$5.13M -$47.5K -786 -0.9%
VRS
41
Virginia Retirement Systems
Virginia
$4.89M +$453K +7,500 +10%
SAMC
42
Shinko Asset Management Company
Japan
$4.88M -$24.2K -400 -0.5%
Morgan Stanley
43
Morgan Stanley
New York
$4.54M +$2.5M +41,412 +110%
NAM
44
Netols Asset Management
Wisconsin
$4.53M -$606K -10,022 -11%
Two Sigma Investments
45
Two Sigma Investments
New York
$4.53M +$4.77M +78,852 New
NFA
46
Nationwide Fund Advisors
Ohio
$4.49M -$3.24M -53,572 -41%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$4.26M +$4.48M +74,117 New
TIAAOA
48
Teachers Insurance & Annuity Association of America
New York
$4.17M
Wells Fargo
49
Wells Fargo
California
$4.07M -$891K -14,741 -17%
Public Employees Retirement Association of Colorado
50
Public Employees Retirement Association of Colorado
Colorado
$4M -$1.27M -21,067 -23%

NHI Hedge Fund Activity: Q3 2015 in Review

180 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2015, worth a combined $1.51B — down 1.6% from $1.53B a quarter earlier.

Fund positioning in NHI was balanced in Q3 2015: 22 funds opened new positions, 22 closed out, 55 added to existing stakes and 65 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $47.1M. The largest seller was Goldman Sachs, cutting an estimated $45.2M.

  • 180 institutional investors held National Health Investors (NHI) as of Q3 2015, down from 181 in Q2 2015.
  • Funds reported $1.51B of National Health Investors stock for Q3 2015, down 1.6% quarter-over-quarter.
  • 22 funds opened new National Health Investors positions in Q3 2015 and 22 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q3 2015 was Lasalle Investment Management Securities, an estimated $47.1M added.
  • The largest National Health Investors seller in Q3 2015 was Goldman Sachs, an estimated $45.2M sold.

Based on aggregated 13F filings for Q3 2015.