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National Health Investors

224 hedge funds and large institutions have $1.98B invested in National Health Investors in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

5% more funds holding

Funds holding: 214224 (+10)

0.61% less ownership

Funds ownership: 71.47%70.86% (-0.61%)

11% less capital invested

Capital invested by funds: $2.24B → $1.98B (-$257M)

30% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $11.7M

Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
63
Closed
23
Calls
$8.15M
Puts
$11.7M
Net Calls
-$3.56M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Robeco Institutional Asset Management
26
Robeco Institutional Asset Management
Netherlands
$10.8M
LDB
27
Lee, Danner & Bass
Tennessee
$10.3M -$253K -3,704 -2%
Morgan Stanley
28
Morgan Stanley
New York
$9.88M -$2.9M -42,472 -22%
Two Sigma Investments
29
Two Sigma Investments
New York
$9.68M +$9.49M +138,879 +2,794%
Ameriprise
30
Ameriprise
Minnesota
$9.25M +$321K +4,700 +4%
Legal & General Group
31
Legal & General Group
United Kingdom
$8.97M +$881K +12,889 +11%
CS
32
Credit Suisse
Switzerland
$7.96M +$908K +13,279 +13%
ProShare Advisors
33
ProShare Advisors
Maryland
$7.91M -$101K -1,480 -1%
Wells Fargo
34
Wells Fargo
California
$7.86M +$500K +7,313 +7%
VRS
35
Virginia Retirement Systems
Virginia
$7.83M +$731K +10,700 +10%
UBS AM
36
UBS AM
Illinois
$7.57M +$1.38M +20,239 +22%
Asset Management One
37
Asset Management One
Japan
$7.45M +$56.9K +832 +0.8%
TCIM
38
TIAA CREF Investment Management
New York
$7.25M -$62.7K -917 -0.8%
AllianceBernstein
39
AllianceBernstein
Tennessee
$6.92M +$297K +4,340 +4%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$6.74M -$2.37M -34,659 -26%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$6.34M +$6.44M +94,212 New
BNP Paribas Asset Management
42
BNP Paribas Asset Management
France
$6.27M -$3.73M -54,513 -37%
SMDAM
43
Sumitomo Mitsui DS Asset Management
Japan
$6.22M -$3.7M -54,176 -37%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.86M -$542K -7,924 -8%
AAM
45
Advisors Asset Management
Colorado
$5.4M -$14.8K -217 -0.3%
MAM
46
Martingale Asset Management
Massachusetts
$5.1M +$458K +6,701 +10%
TA
47
Teachers Advisors
New York
$5.07M +$155K +2,263 +3%
Swiss National Bank
48
Swiss National Bank
Switzerland
$4.82M +$123K +1,800 +3%
UBS Group
49
UBS Group
Switzerland
$4.71M +$48.8K +714 +1%
SO
50
STRS Ohio
Ohio
$4.69M +$412K +6,021 +9%

NHI Hedge Fund Activity: Q1 2018 in Review

224 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2018, worth a combined $1.98B — down 11% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NHI positions and 23 closed out — a net gain of 12 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $34.1M. The largest seller was JP Morgan Chase, cutting an estimated $85.8M.

  • 224 institutional investors held National Health Investors (NHI) as of Q1 2018, up from 214 in Q4 2017.
  • Funds reported $1.98B of National Health Investors stock for Q1 2018, down 11% quarter-over-quarter.
  • 35 funds opened new National Health Investors positions in Q1 2018 and 23 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q1 2018 was Principal Financial Group, an estimated $34.1M added.
  • The largest National Health Investors seller in Q1 2018 was JP Morgan Chase, an estimated $85.8M sold.

Based on aggregated 13F filings for Q1 2018.