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National Health Investors

206 hedge funds and large institutions have $2.28B invested in National Health Investors in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

7% more funds holding

Funds holding: 193206 (+13)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0.87% more ownership

Funds ownership: 71.18%72.05% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.28B (-$26.6M)

69% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $11.6M

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
71
Reduced
70
Closed
12
Calls
$3.65M
Puts
$11.6M
Net Calls
-$7.97M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$4.7M +$798K +10,201 +20%
Macquarie Group
52
Macquarie Group
Australia
$4.38M -$8.56M -109,417 -66%
PPA
53
Parametric Portfolio Associates
Washington
$4.35M +$461K +5,890 +12%
UBS Group
54
UBS Group
Switzerland
$3.89M +$708K +9,047 +22%
AQR Capital Management
55
AQR Capital Management
Connecticut
$3.67M -$580K -7,415 -13%
SAM
56
Securian Asset Management
Minnesota
$3.42M -$86K -1,100 -2%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$3.29M
American Century Companies
58
American Century Companies
Missouri
$3.28M -$762K -9,740 -19%
TIAAOA
59
Teachers Insurance & Annuity Association of America
New York
$3.07M
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$3.03M +$1.17K +15 +0%
SB
61
Suntrust Banks
Georgia
$2.99M -$89.7K -1,147 -3%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$2.86M +$22K +281 +0.8%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$2.66M +$27.9K +357 +1%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$2.54M -$80.7K -1,032 -3%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.28M -$15.4K -197 -0.7%
GC
66
Guggenheim Capital
Illinois
$2.25M -$151K -1,927 -6%
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$2.24M -$14.5K -185 -0.6%
Bessemer Group
68
Bessemer Group
New Jersey
$2.16M +$13.8K +177 +0.6%
DCM
69
Dupont Capital Management
Delaware
$2.09M +$2.11M +27,000 New
AIG
70
American International Group
New York
$2.06M +$156K +1,993 +8%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$2.04M +$10.2K +130 +0.5%
PFPT
72
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.02M -$181K -2,310 -8%
Citigroup
73
Citigroup
New York
$1.97M -$4.52M -57,745 -69%
AAMU
74
AEGON Asset Management (UK)
United Kingdom
$1.94M
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$1.92M +$1.95M +24,895 New

NHI Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2017, worth a combined $2.28B — down 1.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 12 closed out — a net gain of 13 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 206 institutional investors held National Health Investors (NHI) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $2.28B of National Health Investors stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q3 2017 and 12 closed out, a net change of +13 holders.
  • The largest National Health Investors buyer in Q3 2017 was Goldman Sachs, an estimated $53.5M added.
  • The largest National Health Investors seller in Q3 2017 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.