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National Health Investors
NHI

193 hedge funds and large institutions have $2.31B invested in National Health Investors in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

12% more capital invested

Capital invested by funds: $2.07B → $2.31B (+$245M)

0.29% more ownership

Funds ownership: 70.89% → 71.18% (+0.29%)

6% less funds holding

Funds holding: 206 → 193 (-13)

26% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $6.15M

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
92
Reduced
53
Closed
34
Calls
$4.54M
Puts
$6.15M
Net Calls
-$1.61M
Net Calls Change
-$2.56M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$24.9M
2
Cohen & Steers
Cohen & Steers
New York
+$22.7M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$18.9M
4
BlackRock
BlackRock
New York
+$16.5M
5
B
Barings
North Carolina
+$14.1M

Top Sellers

1
O
OppenheimerFunds
New York
-$14.2M
2
Invesco
Invesco
Georgia
-$12M
3
N
Nuveen
North Carolina
-$11.4M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.7M
5
MWNA
Marshall Wace North America
New York
-$6.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$13.7M +$900K +11,897 +7%
Macquarie Group
27
Macquarie Group
Australia
$13.2M -$326K -4,311 -3%
Robeco Institutional Asset Management
28
Robeco Institutional Asset Management
Netherlands
$12.7M – – –
Renaissance Technologies
29
Renaissance Technologies
New York
$10.7M +$5.26M +69,567 +105%
TCIM
30
TIAA CREF Investment Management
New York
$10.3M -$471K -6,225 -5%
VRS
31
Virginia Retirement Systems
Virginia
$8.96M +$1.63M +21,600 +24%
Asset Management One
32
Asset Management One
Japan
$8.77M +$231K +3,058 +3%
ProShare Advisors
33
ProShare Advisors
Maryland
$8.5M -$204K -2,691 -2%
Legal & General Group
34
Legal & General Group
United Kingdom
$8.08M +$874K +11,556 +13%
AllianceBernstein
35
AllianceBernstein
Tennessee
$7.88M -$1.07M -14,136 -12%
Deutsche Bank
36
Deutsche Bank
Germany
$6.8M +$1.96M +25,875 +43%
CS
37
Credit Suisse
Switzerland
$6.63M -$573K -7,578 -8%
AAM
38
Advisors Asset Management
Colorado
$6.6M +$736K +9,730 +13%
Citigroup
39
Citigroup
New York
$6.59M +$518K +6,851 +9%
ERSOT
40
Employees Retirement System of Texas
Texas
$6.46M +$4.81M +63,600 +353%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$6.44M -$582K -7,700 -9%
First Trust Advisors
42
First Trust Advisors
Illinois
$6.09M -$1.63M -21,610 -22%
UBS AM
43
UBS AM
Illinois
$6.07M +$332K +4,384 +6%
Morgan Stanley
44
Morgan Stanley
New York
$6M -$2.06M -27,278 -26%
DCM
45
Driehaus Capital Management
Illinois
$5.61M +$5.36M +70,825 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$5.58M -$229K -3,030 -4%
TA
47
Teachers Advisors
New York
$5.58M +$548K +7,241 +11%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$5.39M +$213K +2,816 +4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$5.29M +$83.2K +1,100 +2%
SO
50
STRS Ohio
Ohio
$4.95M -$312K -4,121 -6%
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NHI Hedge Fund Activity: Q2 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2017, worth a combined $2.31B — up 12% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.2M sold.

  • 193 institutional investors held National Health Investors (NHI) as of Q2 2017, down from 206 in Q1 2017.
  • Funds reported $2.31B of National Health Investors stock for Q2 2017, up 12% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q2 2017 and 34 closed out, a net change of -13 holders.
  • The largest National Health Investors buyer in Q2 2017 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q2 2017 was OppenheimerFunds, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.