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National Health Investors

206 hedge funds and large institutions have $2.28B invested in National Health Investors in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

7% more funds holding

Funds holding: 193206 (+13)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0.87% more ownership

Funds ownership: 71.18%72.05% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.28B (-$26.6M)

69% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $11.6M

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
71
Reduced
70
Closed
12
Calls
$3.65M
Puts
$11.6M
Net Calls
-$7.97M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
LDB
26
Lee, Danner & Bass
Tennessee
$12.3M -$1.21M -15,500 -9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$12.2M -$2.48M -31,659 -17%
Deutsche Bank
28
Deutsche Bank
Germany
$9.59M +$2.99M +38,227 +45%
Legal & General Group
29
Legal & General Group
United Kingdom
$8.98M +$1.11M +14,142 +14%
TCIM
30
TIAA CREF Investment Management
New York
$8.96M -$1.1M -14,010 -11%
Asset Management One
31
Asset Management One
Japan
$8.77M +$129K +1,650 +1%
CS
32
Credit Suisse
Switzerland
$8.31M +$1.87M +23,927 +29%
VRS
33
Virginia Retirement Systems
Virginia
$8.26M -$493K -6,300 -6%
ProShare Advisors
34
ProShare Advisors
Maryland
$8.01M -$292K -3,729 -3%
Morgan Stanley
35
Morgan Stanley
New York
$7.97M +$2.14M +27,363 +36%
First Trust Advisors
36
First Trust Advisors
Illinois
$7.72M +$1.79M +22,938 +30%
AllianceBernstein
37
AllianceBernstein
Tennessee
$7.71M +$14.5K +186 +0.2%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$6.79M +$511K +6,539 +8%
UBS AM
39
UBS AM
Illinois
$6.2M +$282K +3,601 +5%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$6.18M +$932K +11,915 +18%
AAM
41
Advisors Asset Management
Colorado
$6.17M -$269K -3,443 -4%
Ameriprise
42
Ameriprise
Minnesota
$6.03M +$1.94M +24,790 +47%
Wells Fargo
43
Wells Fargo
California
$6M +$1.31M +16,702 +27%
TA
44
Teachers Advisors
New York
$5.49M +$50K +640 +0.9%
DCM
45
Driehaus Capital Management
Illinois
$5.47M
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.3M +$133K +1,700 +3%
RA
47
RMR Advisors
Massachusetts
$5M +$450K +5,751 +10%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$4.92M -$532K -6,806 -10%
ERSOT
49
Employees Retirement System of Texas
Texas
$4.84M -$1.49M -19,000 -23%
SO
50
STRS Ohio
Ohio
$4.74M -$95.2K -1,217 -2%

NHI Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2017, worth a combined $2.28B — down 1.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 12 closed out — a net gain of 13 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 206 institutional investors held National Health Investors (NHI) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $2.28B of National Health Investors stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q3 2017 and 12 closed out, a net change of +13 holders.
  • The largest National Health Investors buyer in Q3 2017 was Goldman Sachs, an estimated $53.5M added.
  • The largest National Health Investors seller in Q3 2017 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.