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National Health Investors

228 hedge funds and large institutions have $1.69B invested in National Health Investors in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.55B → $1.69B (+$134M)

0.76% more ownership

Funds ownership: 63.26%64.02% (+0.76%)

5% less funds holding

Funds holding: 239228 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

38% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.1M

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
71
Reduced
88
Closed
41
Calls
$2.55M
Puts
$4.1M
Net Calls
-$1.55M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$9.32M +$4.03M +72,829 +82%
Morgan Stanley
27
Morgan Stanley
New York
$9.11M -$1.82M -32,955 -17%
N
28
Nuveen
North Carolina
$8.85M -$762K -13,763 -8%
Millennium Management
29
Millennium Management
New York
$8.8M +$6.58M +118,811 +346%
CA
30
CapWealth Advisors
Tennessee
$8.68M +$28.5K +515 +0.3%
ECM
31
ExodusPoint Capital Management
New York
$6.45M +$3.23M +58,309 +108%
Swedbank
32
Swedbank
Sweden
$6.3M
Wells Fargo
33
Wells Fargo
California
$6.1M -$1.47M -26,529 -20%
Barclays
34
Barclays
United Kingdom
$5.99M -$134K -2,430 -2%
UBS Group
35
UBS Group
Switzerland
$5.87M -$1.17M -21,060 -17%
Swiss National Bank
36
Swiss National Bank
Switzerland
$5.53M
LDB
37
Lee, Danner & Bass
Tennessee
$5.5M -$76.4K -1,381 -1%
CP
38
Clayton Partners
California
$5.27M +$5.07M +91,641 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$5.11M -$70K -1,265 -1%
Principal Financial Group
40
Principal Financial Group
Iowa
$5.11M -$487K -8,805 -9%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$4.74M -$16K -289 -0.3%
Citigroup
42
Citigroup
New York
$4.51M -$513K -9,277 -11%
Citadel Advisors
43
Citadel Advisors
Florida
$4.42M +$399K +7,216 +10%
Asset Management One
44
Asset Management One
Japan
$4.36M +$80.1K +1,447 +2%
CS
45
Credit Suisse
Switzerland
$4.1M -$34.5K -624 -0.9%
AllianceBernstein
46
AllianceBernstein
Tennessee
$3.98M -$242K -4,374 -6%
Prudential Financial
47
Prudential Financial
New Jersey
$3.81M +$913K +16,500 +33%
Amundi
48
Amundi
France
$3.62M -$888K -16,047 -21%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$3.48M +$85.7K +1,548 +3%
SO
50
STRS Ohio
Ohio
$3.35M -$29.9K -540 -0.9%

NHI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2021, worth a combined $1.69B — up 8.6% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NHI and 34 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $22.2M.

  • 228 institutional investors held National Health Investors (NHI) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.69B of National Health Investors stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2021 and 41 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q4 2021 was Lasalle Investment Management Securities, an estimated $20.8M added.
  • The largest National Health Investors seller in Q4 2021 was Goldman Sachs, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.