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National Health Investors
NHI

244 hedge funds and large institutions have $2.06B invested in National Health Investors in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $1.81B → $2.06B (+$251M)

7% more funds holding

Funds holding: 229 → 244 (+15)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

1% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $3.94M

0.55% less ownership

Funds ownership: 67.26% → 66.71% (-0.55%)

Holders
244
Holders Change
+15
Holders Change %
+6.55%
% of All Funds
4.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
87
Reduced
82
Closed
24
Calls
$3.98M
Puts
$3.94M
Net Calls
+$41K
Net Calls Change
-$22K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$24.9M
2
BlackRock
BlackRock
New York
+$17M
3
WCP
Waterfront Capital Partners
New York
+$12.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$10.1M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$5.64M

Top Sellers

Rank Fund Capital Flow
1
HCM
Hamlin Capital Management
New York
-$56M
2
Renaissance Technologies
Renaissance Technologies
New York
-$18.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$13.9M
4
CC
Carlson Capital
Texas
-$5.72M
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$5.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCP
26
Waterfront Capital Partners
New York
$13.9M +$12.7M +200,434 New
Wells Fargo
27
Wells Fargo
California
$11.2M +$2.57M +40,366 +33%
UOC
28
UBS O'Connor
Illinois
$10.8M +$1.38M +21,770 +16%
N
29
Nuveen
North Carolina
$10.3M -$850K -13,369 -7%
ProShare Advisors
30
ProShare Advisors
Maryland
$10.3M +$1.22M +19,236 +15%
AAMU
31
Amundi Asset Management US
Massachusetts
$10.1M +$1.63M +25,696 +21%
Invesco
32
Invesco
Georgia
$9.76M +$336K +5,278 +4%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$9.39M -$364K -5,725 -4%
Morgan Stanley
34
Morgan Stanley
New York
$8.61M +$4.16M +65,376 +111%
Deutsche Bank
35
Deutsche Bank
Germany
$8M +$2.45M +38,502 +50%
LDB
36
Lee, Danner & Bass
Tennessee
$7.58M -$445K -7,000 -6%
NIPH
37
NN Investment Partners Holdings
Netherlands
$7.42M -$640K -10,068 -9%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$7.41M -$1.63M -25,594 -19%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$7.04M +$176K +2,773 +3%
Swiss National Bank
40
Swiss National Bank
Switzerland
$6.98M -$19.1K -300 -0.3%
UBS Group
41
UBS Group
Switzerland
$6.42M -$546K -8,585 -8%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$6.41M +$232K +3,652 +4%
CS
43
Credit Suisse
Switzerland
$6.16M +$1.2M +18,840 +27%
Nordea Investment Management
44
Nordea Investment Management
Sweden
$5.59M -$37.9K -596 -0.7%
Jacobs Levy Equity Management
45
Jacobs Levy Equity Management
New Jersey
$5.56M +$181K +2,853 +4%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$5.54M -$787K -12,375 -13%
Asset Management One
47
Asset Management One
Japan
$5.51M -$65.9K -1,037 -1%
Citigroup
48
Citigroup
New York
$5.46M +$747K +11,754 +17%
AllianceBernstein
49
AllianceBernstein
Tennessee
$5.31M -$115K -1,810 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
50
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.15M +$2.35M +36,900 +98%
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NHI Hedge Fund Activity: Q4 2020 in Review

244 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2020, worth a combined $2.06B — up 14% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NHI positions and 24 closed out — a net gain of 16 holders — while 87 added to existing stakes and 82 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $56M sold.

  • 244 institutional investors held National Health Investors (NHI) as of Q4 2020, up from 229 in Q3 2020.
  • Funds reported $2.06B of National Health Investors stock for Q4 2020, up 14% quarter-over-quarter.
  • 40 funds opened new National Health Investors positions in Q4 2020 and 24 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q4 2020 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q4 2020 was Hamlin Capital Management, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2020.