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National Health Investors

183 hedge funds and large institutions have $1.71B invested in National Health Investors in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,700% more call options, than puts

Call options by funds: $812K | Put options by funds: $14K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

56% more capital invested

Capital invested by funds: $1.1B → $1.71B (+$611M)

9% more funds holding

Funds holding: 168183 (+15)

8.06% more ownership

Funds ownership: 58.12%66.18% (+8.1%)

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
78
Reduced
43
Closed
18
Calls
$812K
Puts
$14K
Net Calls
+$798K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$4.39M +$16.2K +250 +0.4%
RA
52
RMR Advisors
Massachusetts
$4.13M
Legal & General Group
53
Legal & General Group
United Kingdom
$4.09M +$492K +7,580 +15%
SB
54
Suntrust Banks
Georgia
$3.57M +$30.5K +469 +0.9%
TA
55
Teachers Advisors
New York
$3.52M -$4.02M -61,882 -55%
CRM
56
Cramer Rosenthal McGlynn
Connecticut
$3.5M +$3.25M +50,000 New
PPA
57
Parametric Portfolio Associates
Washington
$3.41M +$600K +9,229 +23%
Barclays
58
Barclays
United Kingdom
$3.39M +$1.49M +23,010 +88%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$3.31M +$57.2K +880 +2%
Axa
60
Axa
France
$3.18M +$1.52M +23,446 +107%
AQR Capital Management
61
AQR Capital Management
Connecticut
$3.17M +$448K +6,899 +18%
UBS AM
62
UBS AM
Illinois
$3.15M +$604K +9,300 +26%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$2.93M -$46.8K -720 -2%
UBS Group
64
UBS Group
Switzerland
$2.76M +$2.56M +39,441 New
Lazard Asset Management
65
Lazard Asset Management
New York
$2.64M +$2.46M +37,800 New
VRS
66
Virginia Retirement Systems
Virginia
$2.57M -$97.5K -1,500 -4%
Swiss National Bank
67
Swiss National Bank
Switzerland
$2.54M +$328K +5,050 +16%
HighTower Advisors
68
HighTower Advisors
Illinois
$2.4M +$379K +5,839 +21%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$2.31M +$146K +2,246 +7%
DCM
70
Decade Capital Management
New York
$2.27M +$2.11M +32,422 New
ECM
71
EII Capital Management
New York
$2.07M +$435K +6,700 +29%
BlackRock
72
BlackRock
New York
$1.93M +$90.8K +1,397 +5%
State Board of Administration of Florida Retirement System
73
State Board of Administration of Florida Retirement System
Florida
$1.91M -$39.4K -607 -2%
Citigroup
74
Citigroup
New York
$1.89M +$1.17M +18,025 +201%
Schroder Investment Management Group
75
Schroder Investment Management Group
United Kingdom
$1.84M -$46.7K -719 -3%

NHI Hedge Fund Activity: Q4 2014 in Review

183 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2014, worth a combined $1.71B — up 56% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 18 closed out — a net gain of 16 holders — while 78 added to existing stakes and 43 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $10.1M.

  • 183 institutional investors held National Health Investors (NHI) as of Q4 2014, up from 168 in Q3 2014.
  • Funds reported $1.71B of National Health Investors stock for Q4 2014, up 56% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q4 2014 was Bank of New York Mellon, an estimated $48M added.
  • The largest National Health Investors seller in Q4 2014 was Ameriprise, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2014.