National Health Investors
211 hedge funds and large institutions have $1.45B invested in National Health Investors in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 32 closing their positions.
41% more call options, than puts
Call options by funds: $1.44M | Put options by funds: $1.02M
8% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 76
2% more capital invested
Capital invested by funds: $1.42B → $1.45B (+$25.5M)
0.03% more ownership
Funds ownership: 63.48% → 63.51% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less funds holding
Funds holding: 227 → 211 (-16)
44% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$29M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$3.61M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$2.97M |
| 4 |
BlackRock
New York
|
+$2.83M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$2.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$11.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$7.5M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.34M |
| 4 |
Walleye Capital
New York
|
-$2.91M |
| 5 |
CP
Clayton Partners
Berkeley,
California
|
-$2.58M |
NHI Hedge Fund Activity: Q2 2023 in Review
211 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2023, worth a combined $1.45B — up 1.8% from $1.42B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of NHI and 18 opened new positions — a net loss of 14 holders — while 76 trimmed existing stakes and 82 added.
The largest buyer was Principal Financial Group, adding an estimated $29M. The largest seller was Weiss Multi-Strategy Advisers, exiting entirely with an estimated $11.7M sold.
- 211 institutional investors held National Health Investors (NHI) as of Q2 2023, down from 227 in Q1 2023.
- Funds reported $1.45B of National Health Investors stock for Q2 2023, up 1.8% quarter-over-quarter.
- 18 funds opened new National Health Investors positions in Q2 2023 and 32 closed out, a net change of -14 holders.
- The largest National Health Investors buyer in Q2 2023 was Principal Financial Group, an estimated $29M added.
- The largest National Health Investors seller in Q2 2023 was Weiss Multi-Strategy Advisers, an estimated $11.7M sold.
Based on aggregated 13F filings for Q2 2023.