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National Health Investors

145 hedge funds and large institutions have $740M invested in National Health Investors in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.53% less ownership

Funds ownership: 47.35%46.81% (-0.53%)

5% less funds holding

Funds holding: 153145 (-8)

6% less capital invested

Capital invested by funds: $790M → $740M (-$50.4M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
51
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$1.75M +$843K +14,124 +85%
Prudential Financial
52
Prudential Financial
New Jersey
$1.74M +$686K +11,500 +60%
UBS AM
53
UBS AM
Illinois
$1.68M -$191K -3,200 -10%
State Board of Administration of Florida Retirement System
54
State Board of Administration of Florida Retirement System
Florida
$1.64M
JP Morgan Chase
55
JP Morgan Chase
New York
$1.45M +$261K +4,376 +21%
MLICM
56
Metropolitan Life Insurance Company (MetLife)
New York
$1.42M -$1.37K -23 -0.1%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$1.4M +$95.9K +1,607 +7%
Invesco
58
Invesco
Georgia
$1.38M +$968K +16,220 +202%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$1.31M -$516K -8,642 -27%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.14M -$65.6K -1,100 -5%
NFA
61
Nationwide Fund Advisors
Ohio
$1.12M -$866K -14,515 -42%
PFPT
62
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.06M +$61.1K +1,024 +6%
Nisa Investment Advisors
63
Nisa Investment Advisors
Missouri
$1.02M
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$976K +$571K +9,563 +126%
VRS
65
Virginia Retirement Systems
Virginia
$967K +$35.8K +600 +4%
AIG
66
American International Group
New York
$963K -$12.5K -210 -1%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$935K +$13.5K +227 +1%
SOADOR
68
State of Alaska Department of Revenue
Alaska
$925K +$118K +1,980 +14%
Bank of America
69
Bank of America
North Carolina
$922K -$213K -3,571 -18%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$914K -$5.97K -100 -0.6%
CA
71
CapWealth Advisors
Tennessee
$912K -$224K -3,750 -19%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$899K
ProShare Advisors
73
ProShare Advisors
Maryland
$884K -$23.6K -395 -2%
BlackRock
74
BlackRock
New York
$864K +$92.5K +1,550 +11%
BA
75
BlackRock Advisors
Delaware
$843K +$7.88K +132 +0.9%

NHI Hedge Fund Activity: Q3 2013 in Review

145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2013, worth a combined $740M — down 6.4% from $790M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NHI and 6 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was GW&K Investment Management, adding an estimated $5.08M. The largest seller was Fidelity Investments, cutting an estimated $9.55M.

  • 145 institutional investors held National Health Investors (NHI) as of Q3 2013, down from 153 in Q2 2013.
  • Funds reported $740M of National Health Investors stock for Q3 2013, down 6.4% quarter-over-quarter.
  • 6 funds opened new National Health Investors positions in Q3 2013 and 13 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q3 2013 was GW&K Investment Management, an estimated $5.08M added.
  • The largest National Health Investors seller in Q3 2013 was Fidelity Investments, an estimated $9.55M sold.

Based on aggregated 13F filings for Q3 2013.