We are live on ! Find out more
NHI icon

National Health Investors

193 hedge funds and large institutions have $2.31B invested in National Health Investors in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

12% more capital invested

Capital invested by funds: $2.07B → $2.31B (+$245M)

0.29% more ownership

Funds ownership: 70.89%71.18% (+0.29%)

6% less funds holding

Funds holding: 206193 (-13)

26% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $6.15M

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
92
Reduced
53
Closed
34
Calls
$4.54M
Puts
$6.15M
Net Calls
-$1.61M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
51
Wells Fargo
California
$4.83M +$319K +4,223 +7%
RA
52
RMR Advisors
Massachusetts
$4.67M
AQR Capital Management
53
AQR Capital Management
Connecticut
$4.35M +$2.19M +28,903 +111%
Ameriprise
54
Ameriprise
Minnesota
$4.22M -$1.13K -15 -0%
American Century Companies
55
American Century Companies
Missouri
$4.13M -$485K -6,407 -11%
MAM
56
Martingale Asset Management
Massachusetts
$4.01M
PPA
57
Parametric Portfolio Associates
Washington
$3.99M +$222K +2,930 +6%
SAM
58
Securian Asset Management
Minnesota
$3.59M +$30.3K +400 +0.9%
New York State Common Retirement Fund
59
New York State Common Retirement Fund
New York
$3.37M +$348K +4,599 +12%
UBS Group
60
UBS Group
Switzerland
$3.27M -$164K -2,171 -5%
SB
61
Suntrust Banks
Georgia
$3.15M -$188K -2,487 -6%
TIAAOA
62
Teachers Insurance & Annuity Association of America
New York
$3.14M +$128K +1,689 +4%
Sumitomo Mitsui Trust Group
63
Sumitomo Mitsui Trust Group
Japan
$3.1M +$1.29K +17 +0%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$2.91M +$144K +1,902 +5%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$2.7M +$2M +26,483 +348%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$2.68M -$223K -2,953 -8%
GC
67
Guggenheim Capital
Illinois
$2.46M +$453K +5,987 +24%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.35M +$60.4K +798 +3%
MLICM
69
Metropolitan Life Insurance Company (MetLife)
New York
$2.31M +$128K +1,691 +6%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$2.28M
PFPT
71
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.26M -$143K -1,886 -6%
Bessemer Group
72
Bessemer Group
New Jersey
$2.19M +$133K +1,760 +7%
Nomura Asset Management
73
Nomura Asset Management
Japan
$2.14M +$82.4K +1,090 +4%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$2.08M +$78.6K +1,039 +4%
Credit Agricole
75
Credit Agricole
France
$2.05M -$256K -3,380 -12%

NHI Hedge Fund Activity: Q2 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2017, worth a combined $2.31B — up 12% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.2M sold.

  • 193 institutional investors held National Health Investors (NHI) as of Q2 2017, down from 206 in Q1 2017.
  • Funds reported $2.31B of National Health Investors stock for Q2 2017, up 12% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q2 2017 and 34 closed out, a net change of -13 holders.
  • The largest National Health Investors buyer in Q2 2017 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q2 2017 was OppenheimerFunds, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.