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National Health Investors

239 hedge funds and large institutions have $1.55B invested in National Health Investors in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

0% more funds holding

Funds holding: 239239 (0)

1.98% less ownership

Funds ownership: 65.24%63.26% (-2%)

22% less capital invested

Capital invested by funds: $2B → $1.55B (-$450M)

41% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.53M

Holders
239
Holders Change
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
85
Reduced
76
Closed
33
Calls
$2.69M
Puts
$4.53M
Net Calls
-$1.84M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
26
UBS AM
Illinois
$10.2M +$466K +7,454 +4%
N
27
Nuveen
North Carolina
$10.1M -$614K -9,832 -5%
CA
28
CapWealth Advisors
Tennessee
$8.05M -$3.71M -59,384 -28%
LSV Asset Management
29
LSV Asset Management
Illinois
$7.78M
Wells Fargo
30
Wells Fargo
California
$7.1M +$643K +10,288 +8%
UBS Group
31
UBS Group
Switzerland
$6.59M +$2.89M +46,235 +60%
Swedbank
32
Swedbank
Sweden
$5.88M
Barclays
33
Barclays
United Kingdom
$5.71M +$4.15M +66,476 +165%
Principal Financial Group
34
Principal Financial Group
Iowa
$5.22M -$384K -6,153 -6%
LDB
35
Lee, Danner & Bass
Tennessee
$5.19M -$436K -6,982 -7%
Swiss National Bank
36
Swiss National Bank
Switzerland
$5.15M +$100K +1,600 +2%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.83M -$24.4K -390 -0.4%
First Trust Advisors
38
First Trust Advisors
Illinois
$4.78M +$4.3M +68,746 +334%
NIPH
39
NN Investment Partners Holdings
Netherlands
$4.71M -$119K -1,900 -2%
Citigroup
40
Citigroup
New York
$4.7M -$835K -13,363 -13%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$4.51M -$6.75K -108 -0.1%
Amundi
42
Amundi
France
$4.17M -$3.16M -50,609 -39%
Asset Management One
43
Asset Management One
Japan
$3.97M -$267K -4,280 -5%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.94M -$165K -2,635 -3%
CS
45
Credit Suisse
Switzerland
$3.85M -$427K -6,830 -9%
Citadel Advisors
46
Citadel Advisors
Florida
$3.73M +$2.14M +34,262 +97%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$3.48M +$14.3K +229 +0.4%
Tudor Investment Corp
48
Tudor Investment Corp
Connecticut
$3.22M +$1.9M +30,394 +102%
SG Americas Securities
49
SG Americas Securities
New York
$3.17M +$1.44M +23,008 +63%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$3.16M -$75.7K -1,211 -2%

NHI Hedge Fund Activity: Q3 2021 in Review

239 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2021, worth a combined $1.55B — down 22% from $2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 33 closed out — a net gain of 4 holders — while 85 added to existing stakes and 76 trimmed.

The largest buyer was Rush Island Management, opening a new position worth an estimated $23.7M. The largest seller was Janus Henderson Group, cutting an estimated $48.8M.

  • 239 institutional investors held National Health Investors (NHI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.55B of National Health Investors stock for Q3 2021, down 22% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2021 and 33 closed out, a net change of +4 holders.
  • The largest National Health Investors buyer in Q3 2021 was Rush Island Management, an estimated $23.7M added.
  • The largest National Health Investors seller in Q3 2021 was Janus Henderson Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2021.