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National Health Investors

183 hedge funds and large institutions have $1.71B invested in National Health Investors in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,700% more call options, than puts

Call options by funds: $812K | Put options by funds: $14K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

56% more capital invested

Capital invested by funds: $1.1B → $1.71B (+$611M)

9% more funds holding

Funds holding: 168183 (+15)

8.06% more ownership

Funds ownership: 58.12%66.18% (+8.1%)

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
78
Reduced
43
Closed
18
Calls
$812K
Puts
$14K
Net Calls
+$798K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$1.8M +$1.27M +19,600 +316%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$1.79M +$60.4K +930 +4%
PC
78
Polar Capital
United Kingdom
$1.75M -$650K -10,000 -29%
AIG
79
American International Group
New York
$1.7M +$128K +1,964 +9%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$1.65M -$180K -2,770 -10%
Sumitomo Mitsui Trust Group
81
Sumitomo Mitsui Trust Group
Japan
$1.58M +$24.8K +381 +2%
ARTA
82
A.R.T. Advisors
New York
$1.57M +$1.46M +22,500 New
PFPT
83
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.56M +$24.6K +379 +2%
BREA
84
Barings Real Estate Advisers
Connecticut
$1.56M +$802K +12,343 +125%
CA
85
CapWealth Advisors
Tennessee
$1.49M
PI
86
Placemark Investments
Illinois
$1.37M +$141K +2,172 +12%
D.E. Shaw & Co
87
D.E. Shaw & Co
New York
$1.33M +$912K +14,044 +281%
GF
88
Gerstein Fisher
New York
$1.32M
FM
89
Forward Management
California
$1.27M +$1.18M +18,100 New
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$1.26M -$325K -5,000 -22%
PI
91
Putnam Investments
Massachusetts
$1.21M -$109K -1,671 -9%
SOADOR
92
State of Alaska Department of Revenue
Alaska
$1.17M -$1.95K -30 -0.2%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$1.11M -$769K -11,837 -43%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.11M
MAM
95
Martingale Asset Management
Massachusetts
$1.09M -$84.5K -1,300 -8%
SAM
96
Securian Asset Management
Minnesota
$983K +$912K +14,045 New
RJA
97
Raymond James & Associates
Florida
$966K +$20.7K +319 +2%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$914K +$848K +13,060 New
Nomura Asset Management
99
Nomura Asset Management
Japan
$902K +$143K +2,200 +21%
SI
100
Stephens Inc
Arkansas
$886K +$40.9K +629 +5%

NHI Hedge Fund Activity: Q4 2014 in Review

183 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2014, worth a combined $1.71B — up 56% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 18 closed out — a net gain of 16 holders — while 78 added to existing stakes and 43 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $10.1M.

  • 183 institutional investors held National Health Investors (NHI) as of Q4 2014, up from 168 in Q3 2014.
  • Funds reported $1.71B of National Health Investors stock for Q4 2014, up 56% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q4 2014 was Bank of New York Mellon, an estimated $48M added.
  • The largest National Health Investors seller in Q4 2014 was Ameriprise, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2014.