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National Health Investors

233 hedge funds and large institutions have $1.37B invested in National Health Investors in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.29M

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 61.92%61.98% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 242233 (-9)

12% less capital invested

Capital invested by funds: $1.56B → $1.37B (-$190M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
83
Reduced
81
Closed
39
Calls
$2.34M
Puts
$1.29M
Net Calls
+$1.05M
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
26
Marshall Wace
United Kingdom
$7.9M +$8.29M +151,270 New
N
27
Nuveen
North Carolina
$6.87M -$1.3M -23,690 -15%
Renaissance Technologies
28
Renaissance Technologies
New York
$6.67M +$7.01M +127,824 New
WCP
29
Waterfront Capital Partners
New York
$6.51M +$6.84M +124,728 New
LSV Asset Management
30
LSV Asset Management
Illinois
$6.37M -$9.87M -180,001 -60%
CP
31
Clayton Partners
California
$5.85M -$793K -14,465 -11%
Swedbank
32
Swedbank
Sweden
$5.74M
Swiss National Bank
33
Swiss National Bank
Switzerland
$5.63M -$49.3K -900 -0.8%
Asset Management One
34
Asset Management One
Japan
$5.51M +$2.16M +39,318 +59%
CS
35
Credit Suisse
Switzerland
$4.94M +$2.04M +37,263 +65%
LDB
36
Lee, Danner & Bass
Tennessee
$4.66M -$131K -2,381 -3%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$4.06M -$932 -17 -0%
UBS Group
38
UBS Group
Switzerland
$3.91M +$179K +3,267 +5%
SEI Investments
39
SEI Investments
Pennsylvania
$3.79M -$462K -8,423 -10%
Prudential Financial
40
Prudential Financial
New Jersey
$3.75M -$4.84M -88,229 -55%
Deutsche Bank
41
Deutsche Bank
Germany
$3.58M -$95.2K -1,736 -2%
AllianceBernstein
42
AllianceBernstein
Tennessee
$3.56M -$101K -1,850 -3%
Amundi
43
Amundi
France
$3.43M +$447K +8,157 +15%
Wells Fargo
44
Wells Fargo
California
$3.26M +$499K +9,101 +17%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$2.9M -$49.2K -898 -2%
NI
46
Nepsis Inc
Minnesota
$2.71M +$115K +2,098 +4%
Ohio Public Employees Retirement System (OPERS)
47
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.67M -$1.13M -20,539 -29%
SA
48
Shilanski & Associates
Alaska
$2.59M +$2.7M +49,239 New
Janus Henderson Group
49
Janus Henderson Group
United Kingdom
$2.57M -$2.69M -49,142 -50%
Truist Financial
50
Truist Financial
North Carolina
$2.43M +$2.06M +37,587 +420%

NHI Hedge Fund Activity: Q4 2022 in Review

233 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2022, worth a combined $1.37B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NHI and 34 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.8M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $54.2M sold.

  • 233 institutional investors held National Health Investors (NHI) as of Q4 2022, down from 242 in Q3 2022.
  • Funds reported $1.37B of National Health Investors stock for Q4 2022, down 12% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2022 and 39 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q4 2022 was Balyasny Asset Management, an estimated $18.8M added.
  • The largest National Health Investors seller in Q4 2022 was Westfield Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2022.