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National Health Investors

181 hedge funds and large institutions have $1.53B invested in National Health Investors in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.99% more ownership

Funds ownership: 65.83%66.82% (+0.99%)

0% more funds holding

Funds holding: 181181 (0)

13% less capital invested

Capital invested by funds: $1.76B → $1.53B (-$225M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
181
Holders Change
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
65
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$3.72M +$375K +5,607 +10%
RA
52
RMR Advisors
Massachusetts
$3.67M
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$3.61M +$501K +7,500 +15%
ECM
54
EII Capital Management
New York
$3.59M -$428K -6,400 -10%
TA
55
Teachers Advisors
New York
$3.39M +$192K +2,871 +6%
AQR Capital Management
56
AQR Capital Management
Connecticut
$3.25M -$292K -4,373 -8%
UBS AM
57
UBS AM
Illinois
$3.21M +$247K +3,690 +8%
CRM
58
Cramer Rosenthal McGlynn
Connecticut
$3.2M
SB
59
Suntrust Banks
Georgia
$3.1M -$30.3K -453 -0.9%
DCM
60
Decade Capital Management
New York
$2.9M -$1.28M -19,216 -29%
PPA
61
Parametric Portfolio Associates
Washington
$2.67M -$328K -4,907 -10%
UBS Group
62
UBS Group
Switzerland
$2.6M +$155K +2,316 +6%
D.E. Shaw & Co
63
D.E. Shaw & Co
New York
$2.57M +$1.37M +20,537 +99%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$2.49M +$2.67M +40,006 New
Swiss National Bank
65
Swiss National Bank
Switzerland
$2.46M +$214K +3,200 +9%
Morgan Stanley
66
Morgan Stanley
New York
$2.34M -$2.56M -38,313 -51%
PI
67
Putnam Investments
Massachusetts
$2.09M +$2.94K +44 +0.1%
BlackRock
68
BlackRock
New York
$2.08M +$177K +2,647 +9%
DIA
69
Dean Investment Associates
Ohio
$2.05M +$2.2M +32,945 New
RJA
70
Raymond James & Associates
Florida
$1.93M -$70.5K -1,055 -3%
Zurich Cantonal Bank
71
Zurich Cantonal Bank
Switzerland
$1.88M +$1.8K +27 +0.1%
SAM
72
Securian Asset Management
Minnesota
$1.88M +$722K +10,800 +56%
Axa
73
Axa
France
$1.81M
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$1.81M -$264K -3,950 -12%
Nisa Investment Advisors
75
Nisa Investment Advisors
Missouri
$1.79M +$756K +11,300 +65%

NHI Hedge Fund Activity: Q2 2015 in Review

181 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2015, worth a combined $1.53B — down 13% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NHI positions and 17 closed out — a net gain of 1 holder — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $56.9M. The largest seller was Bank of New York Mellon, cutting an estimated $14.5M.

  • 181 institutional investors held National Health Investors (NHI) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $1.53B of National Health Investors stock for Q2 2015, down 13% quarter-over-quarter.
  • 18 funds opened new National Health Investors positions in Q2 2015 and 17 closed out, a net change of +1 holder.
  • The largest National Health Investors buyer in Q2 2015 was Deutsche Bank, an estimated $56.9M added.
  • The largest National Health Investors seller in Q2 2015 was Bank of New York Mellon, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2015.