National Health Investors
245 hedge funds and large institutions have $1.55B invested in National Health Investors in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 55 closing their positions.
91% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $6.75M
28% more repeat investments, than reductions
Existing positions increased: 101 | Existing positions reduced: 79
1.6% less ownership
Funds ownership: 71.9% → 70.3% (-1.6%)
10% less funds holding
Funds holding: 272 → 245 (-27)
40% less capital invested
Capital invested by funds: $2.58B → $1.55B (-$1.02B)
42% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 55
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$14.3M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$9.39M |
| 3 |
Renaissance Technologies
New York
|
+$9.04M |
| 4 |
Bank of New York Mellon
New York
|
+$8.14M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$8.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$29M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$27.3M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$23M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$15.2M |
| 5 |
Public Employees Retirement Association of Colorado
Denver,
Colorado
|
-$9.45M |
NHI Hedge Fund Activity: Q1 2020 in Review
245 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2020, worth a combined $1.55B — down 40% from $2.58B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of NHI and 32 opened new positions — a net loss of 23 holders — while 79 trimmed existing stakes and 101 added.
The largest buyer was M Holdings Securities, opening a new position worth an estimated $14.3M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $29M sold.
- 245 institutional investors held National Health Investors (NHI) as of Q1 2020, down from 272 in Q4 2019.
- Funds reported $1.55B of National Health Investors stock for Q1 2020, down 40% quarter-over-quarter.
- 32 funds opened new National Health Investors positions in Q1 2020 and 55 closed out, a net change of -23 holders.
- The largest National Health Investors buyer in Q1 2020 was M Holdings Securities, an estimated $14.3M added.
- The largest National Health Investors seller in Q1 2020 was Weiss Multi-Strategy Advisers, an estimated $29M sold.
Based on aggregated 13F filings for Q1 2020.