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National Health Investors

277 hedge funds and large institutions have $2.16B invested in National Health Investors in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

2.75% more ownership

Funds ownership: 65.57%68.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 283277 (-6)

14% less capital invested

Capital invested by funds: $2.52B → $2.16B (-$363M)

21% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.01M

Holders
277
Holders Change
-6
Holders Change %
-2.12%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
112
Reduced
82
Closed
37
Calls
$797K
Puts
$1.01M
Net Calls
-$212K
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$14.7M -$1.5M -19,697 -8%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$14.3M +$7.36M +96,755 +89%
Goldman Sachs
28
Goldman Sachs
New York
$13.8M +$1.14M +14,941 +8%
SIS
29
Sound Income Strategies
Florida
$13.1M +$1.49M +19,549 +12%
JP Morgan Chase
30
JP Morgan Chase
New York
$11.2M +$932K +12,252 +8%
N
31
Nuveen
North Carolina
$10.9M -$10.2M -134,038 -46%
Invesco
32
Invesco
Georgia
$8.66M -$5.32K -70 -0.1%
LIP
33
Lighthouse Investment Partners
Florida
$8.49M +$3.23M +42,500 +53%
Deutsche Bank
34
Deutsche Bank
Germany
$8.25M -$6.6M -86,765 -42%
Asset Management One
35
Asset Management One
Japan
$7.64M -$334K -4,388 -4%
First Trust Advisors
36
First Trust Advisors
Illinois
$7.31M -$226K -2,973 -3%
UBS Group
37
UBS Group
Switzerland
$7.12M +$91.6K +1,204 +1%
Two Sigma Investments
38
Two Sigma Investments
New York
$6.95M +$1.96M +25,785 +35%
Citadel Advisors
39
Citadel Advisors
Florida
$6.3M +$3.64M +47,911 +111%
Swiss National Bank
40
Swiss National Bank
Switzerland
$6.3M +$464K +6,100 +7%
EIP
41
Easterly Investment Partners
Massachusetts
$6.17M +$1.68M +22,047 +33%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$5.5M +$93.2K +1,226 +2%
Barclays
43
Barclays
United Kingdom
$5.34M +$412K +5,419 +8%
Wells Fargo
44
Wells Fargo
California
$5.27M +$445K +5,853 +8%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$5.18M +$5.36M +70,440 +1,643%
GLA
46
Great Lakes Advisors
Illinois
$5.1M -$199K -2,618 -3%
LDB
47
Lee, Danner & Bass
Tennessee
$5.03M -$47.4K -623 -0.9%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$4.87M +$4.16M +54,703 +350%
Canada Life
49
Canada Life
Manitoba, Canada
$4.67M +$443K +5,820 +9%
Ohio Public Employees Retirement System (OPERS)
50
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.49M +$173K +2,275 +4%

NHI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2024, worth a combined $2.16B — down 14% from $2.52B a quarter earlier.

Fund positioning in NHI was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 112 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.3M. The largest seller was Zimmer Partners, exiting entirely with an estimated $25.2M sold.

  • 277 institutional investors held National Health Investors (NHI) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $2.16B of National Health Investors stock for Q4 2024, down 14% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q4 2024 was Millennium Management, an estimated $35.3M added.
  • The largest National Health Investors seller in Q4 2024 was Zimmer Partners, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.