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National Health Investors

145 hedge funds and large institutions have $740M invested in National Health Investors in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.53% less ownership

Funds ownership: 47.35%46.81% (-0.53%)

5% less funds holding

Funds holding: 153145 (-8)

6% less capital invested

Capital invested by funds: $790M → $740M (-$50.4M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
51
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
76
Credit Agricole
France
$815K +$855K +14,336 New
MAM
77
Martingale Asset Management
Massachusetts
$769K
PP
78
PDT Partners
New York
$766K -$954K -15,991 -54%
GF
79
Gerstein Fisher
New York
$766K +$803K +13,461 New
Schroder Investment Management Group
80
Schroder Investment Management Group
United Kingdom
$714K +$122K +2,049 +20%
PI
81
Placemark Investments
Illinois
$705K +$119K +2,003 +19%
Barclays
82
Barclays
United Kingdom
$664K -$39.6K -664 -5%
RJA
83
Raymond James & Associates
Florida
$622K +$18.4K +308 +3%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$620K -$152K -2,549 -19%
DC
85
Deere & Company
Illinois
$583K -$118K -1,973 -16%
ERSOT
86
Employees Retirement System of Texas
Texas
$569K
CBOA
87
Commonwealth Bank of Australia
Australia
$561K +$45.4K +761 +8%
SI
88
Stephens Inc
Arkansas
$534K +$46.2K +775 +9%
PSUF
89
People's United Financial
Connecticut
$524K +$58.2K +975 +12%
SB
90
Suntrust Banks
Georgia
$495K +$15.8K +264 +3%
AAM
91
Azzad Asset Management
Virginia
$487K
Macquarie Group
92
Macquarie Group
Australia
$466K -$515K -8,640 -51%
ACI
93
AMP Capital Investors
Australia
$456K
Nomura Asset Management
94
Nomura Asset Management
Japan
$452K +$8.95K +150 +2%
Principal Financial Group
95
Principal Financial Group
Iowa
$450K -$51.9K -870 -10%
KBC Group
96
KBC Group
Belgium
$426K
Citadel Advisors
97
Citadel Advisors
Florida
$374K -$85K -1,424 -18%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$369K
MC
99
Menta Capital
California
$364K +$119K +2,000 +45%
SG Americas Securities
100
SG Americas Securities
New York
$357K +$204K +3,414 +120%

NHI Hedge Fund Activity: Q3 2013 in Review

145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2013, worth a combined $740M — down 6.4% from $790M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NHI and 6 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was GW&K Investment Management, adding an estimated $5.08M. The largest seller was Fidelity Investments, cutting an estimated $9.55M.

  • 145 institutional investors held National Health Investors (NHI) as of Q3 2013, down from 153 in Q2 2013.
  • Funds reported $740M of National Health Investors stock for Q3 2013, down 6.4% quarter-over-quarter.
  • 6 funds opened new National Health Investors positions in Q3 2013 and 13 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q3 2013 was GW&K Investment Management, an estimated $5.08M added.
  • The largest National Health Investors seller in Q3 2013 was Fidelity Investments, an estimated $9.55M sold.

Based on aggregated 13F filings for Q3 2013.