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National Health Investors

231 hedge funds and large institutions have $1.86B invested in National Health Investors in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

10% more capital invested

Capital invested by funds: $1.7B → $1.86B (+$165M)

5% more funds holding

Funds holding: 221231 (+10)

1.09% more ownership

Funds ownership: 62.23%63.32% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less call options, than puts

Call options by funds: $724K | Put options by funds: $934K

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
82
Reduced
76
Closed
22
Calls
$724K
Puts
$934K
Net Calls
-$210K
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
26
Asset Management One
Japan
$8.12M -$1.12M -17,430 -13%
Goldman Sachs
27
Goldman Sachs
New York
$7.71M +$408K +6,367 +6%
Invesco
28
Invesco
Georgia
$7.16M -$37.8K -589 -0.6%
First Trust Advisors
29
First Trust Advisors
Illinois
$6.72M -$1.45M -22,579 -19%
Swiss National Bank
30
Swiss National Bank
Switzerland
$5.8M
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$5.55M +$111K +1,727 +2%
Renaissance Technologies
32
Renaissance Technologies
New York
$5.52M -$128K -2,000 -2%
LDB
33
Lee, Danner & Bass
Tennessee
$5.09M +$4.82M +75,140 New
Wells Fargo
34
Wells Fargo
California
$4.81M -$578K -9,008 -11%
CP
35
Clayton Partners
California
$4.68M -$52.4K -817 -1%
Canada Life
36
Canada Life
Manitoba, Canada
$4.48M +$665K +10,369 +19%
Prudential Financial
37
Prudential Financial
New Jersey
$4.34M -$864K -13,474 -17%
Russell Investments Group
38
Russell Investments Group
United Kingdom
$4.23M +$555K +8,656 +16%
Ohio Public Employees Retirement System (OPERS)
39
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.2M -$32.9K -513 -0.8%
UBS Group
40
UBS Group
Switzerland
$4.14M -$1.32M -20,608 -25%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$4.03M -$13.7K -214 -0.4%
AllianceBernstein
42
AllianceBernstein
Tennessee
$3.95M -$29.8K -464 -0.8%
Franklin Resources
43
Franklin Resources
California
$3.89M +$567K +8,835 +18%
NI
44
Nepsis Inc
Minnesota
$3.86M -$65.9K -1,028 -2%
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$3.85M +$127K +1,984 +4%
UBS AM
46
UBS AM
Illinois
$3.8M -$8.6M -134,049 -71%
Nomura Asset Management
47
Nomura Asset Management
Japan
$3.65M +$180K +2,800 +5%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$3.46M +$1.1M +17,146 +51%
PFPT
49
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.11M -$9.17K -143 -0.3%
Fidelity Investments
50
Fidelity Investments
Massachusetts
$3.1M +$714K +11,141 +32%

NHI Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2024, worth a combined $1.86B — up 9.7% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 22 closed out — a net gain of 12 holders — while 82 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, adding an estimated $11.4M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $19.1M sold.

  • 231 institutional investors held National Health Investors (NHI) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.86B of National Health Investors stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q2 2024 and 22 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q2 2024 was Nuveen, an estimated $11.4M added.
  • The largest National Health Investors seller in Q2 2024 was Waterfront Capital Partners, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2024.