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National Health Investors

224 hedge funds and large institutions have $1.98B invested in National Health Investors in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

5% more funds holding

Funds holding: 214224 (+10)

0.61% less ownership

Funds ownership: 71.47%70.86% (-0.61%)

11% less capital invested

Capital invested by funds: $2.24B → $1.98B (-$257M)

30% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $11.7M

Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
63
Closed
23
Calls
$8.15M
Puts
$11.7M
Net Calls
-$3.56M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$4.56M -$325K -4,750 -7%
First Trust Advisors
52
First Trust Advisors
Illinois
$4.38M -$563K -8,245 -11%
RA
53
RMR Advisors
Massachusetts
$4.35M
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$4.13M -$147K -2,150 -3%
PPA
55
Parametric Portfolio Associates
Washington
$3.99M -$32.6K -477 -0.8%
UOC
56
UBS O'Connor
Illinois
$3.6M +$3.66M +53,550 New
TIAAOA
57
Teachers Insurance & Annuity Association of America
New York
$3.54M +$640K +9,358 +22%
Wellington Management Group
58
Wellington Management Group
Massachusetts
$3.5M +$2.1M +30,751 +145%
JIM
59
Jupiter Investment Management
United Kingdom
$3.34M +$2.37M +34,712 +232%
RJA
60
Raymond James & Associates
Florida
$3.24M +$2.79M +40,808 +553%
AAMU
61
Amundi Asset Management US
Massachusetts
$3.18M +$1.14M +16,629 +54%
ERSOT
62
Employees Retirement System of Texas
Texas
$2.93M -$1.3M -19,000 -30%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$2.93M
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$2.79M +$1.74M +25,479 +160%
Citigroup
65
Citigroup
New York
$2.67M +$4.44K +65 +0.2%
Sumitomo Mitsui Trust Group
66
Sumitomo Mitsui Trust Group
Japan
$2.66M +$145K +2,120 +6%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$2.63M -$34.9K -511 -1%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$2.46M -$487K -7,130 -16%
SB
69
Suntrust Banks
Georgia
$2.44M -$78.9K -1,155 -3%
GC
70
Guggenheim Capital
Illinois
$2.4M -$1.14M -16,670 -32%
DCM
71
Dupont Capital Management
Delaware
$2.25M -$16.5K -242 -0.7%
QI
72
QS Investors
New York
$2.07M +$788K +11,534 +60%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.97M -$58.4K -854 -3%
Russell Investments Group
74
Russell Investments Group
United Kingdom
$1.94M -$185K -2,706 -9%
AQR Capital Management
75
AQR Capital Management
Connecticut
$1.89M +$83.3K +1,219 +5%

NHI Hedge Fund Activity: Q1 2018 in Review

224 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2018, worth a combined $1.98B — down 11% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NHI positions and 23 closed out — a net gain of 12 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $34.1M. The largest seller was JP Morgan Chase, cutting an estimated $85.8M.

  • 224 institutional investors held National Health Investors (NHI) as of Q1 2018, up from 214 in Q4 2017.
  • Funds reported $1.98B of National Health Investors stock for Q1 2018, down 11% quarter-over-quarter.
  • 35 funds opened new National Health Investors positions in Q1 2018 and 23 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q1 2018 was Principal Financial Group, an estimated $34.1M added.
  • The largest National Health Investors seller in Q1 2018 was JP Morgan Chase, an estimated $85.8M sold.

Based on aggregated 13F filings for Q1 2018.