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National Health Investors
NHI

228 hedge funds and large institutions have $1.69B invested in National Health Investors in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.55B → $1.69B (+$134M)

0.76% more ownership

Funds ownership: 63.26% → 64.02% (+0.76%)

5% less funds holding

Funds holding: 239 → 228 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

38% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.1M

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
71
Reduced
88
Closed
41
Calls
$2.55M
Puts
$4.1M
Net Calls
-$1.55M
Net Calls Change
+$285K

Top Buyers

Rank Fund Capital Flow
1
LIMS
Lasalle Investment Management Securities
Maryland
+$20.8M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$12.4M
3
RIM
Rush Island Management
New York
+$12.4M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$12.3M
5
Macquarie Group
Macquarie Group
Australia
+$8.42M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$22.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$21.9M
3
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
-$13.3M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.31M
5
Northern Trust
Northern Trust
Illinois
-$3.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
51
SEI Investments
Pennsylvania
$3.18M +$836K +15,107 +37%
Jacobs Levy Equity Management
52
Jacobs Levy Equity Management
New Jersey
$3.01M -$704K -12,729 -20%
Ohio Public Employees Retirement System (OPERS)
53
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.91M -$191K -3,451 -6%
NIPH
54
NN Investment Partners Holdings
Netherlands
$2.9M -$2.08M -37,500 -43%
State of New Jersey Common Pension Fund D
55
State of New Jersey Common Pension Fund D
New Jersey
$2.88M +$319K +5,757 +13%
SFI
56
Susquehanna Fundamental Investments
Pennsylvania
$2.84M -$217K -3,921 -7%
NI
57
Nepsis Inc
Minnesota
$2.66M +$76.6K +1,384 +3%
SA
58
Shilanski & Associates
Alaska
$2.59M +$26.8K +484 +1%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$2.44M -$4.82K -87 -0.2%
ERSOT
60
Employees Retirement System of Texas
Texas
$2.36M +$2.27M +41,055 New
PFPT
61
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.35M -$82.6K -1,492 -4%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$2.31M -$159K -2,878 -7%
PDN
63
Pensionfund DSM Netherlands
Netherlands
$2.26M – – –
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$2.25M +$962K +17,375 +80%
Deutsche Bank
65
Deutsche Bank
Germany
$2.21M +$46.3K +836 +2%
Canada Life
66
Canada Life
Manitoba, Canada
$2.2M +$41.6K +752 +2%
Nomura Asset Management
67
Nomura Asset Management
Japan
$2.18M +$60.3K +1,090 +3%
PPA
68
Parametric Portfolio Associates
Washington
$2.13M -$748K -13,507 -27%
Holocene Advisors
69
Holocene Advisors
New York
$2.02M +$1.95M +35,230 New
VEA
70
Virtus ETF Advisers
New York
$1.98M +$605K +10,940 +46%
New York State Common Retirement Fund
71
New York State Common Retirement Fund
New York
$1.96M – – –
CSS
72
Cubist Systematic Strategies
Connecticut
$1.93M -$218K -3,944 -11%
Zurich Cantonal Bank
73
Zurich Cantonal Bank
Switzerland
$1.78M +$21.5K +388 +1%
AQR Capital Management
74
AQR Capital Management
Connecticut
$1.78M +$849K +15,338 +98%
HWC
75
Hill Winds Capital
New York
$1.72M +$1.66M +30,000 New
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3
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NHI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2021, worth a combined $1.69B — up 8.6% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NHI and 34 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $22.2M.

  • 228 institutional investors held National Health Investors (NHI) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.69B of National Health Investors stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2021 and 41 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q4 2021 was Lasalle Investment Management Securities, an estimated $20.8M added.
  • The largest National Health Investors seller in Q4 2021 was Goldman Sachs, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.