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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
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$1.83M +$1.67M +24,420 +867%
Barclays
77
Barclays
United Kingdom
$1.78M +$961K +14,059 +113%
Bessemer Group
78
Bessemer Group
New Jersey
$1.78M +$116K +1,700 +7%
AIG
79
American International Group
New York
$1.73M -$94.7K -1,385 -5%
AAMU
80
AEGON Asset Management (UK)
United Kingdom
$1.69M
Nomura Asset Management
81
Nomura Asset Management
Japan
$1.69M +$77.2K +1,130 +5%
PSUF
82
People's United Financial
Connecticut
$1.62M -$68 -1 -0%
USAA
83
United Services Automobile Association
Texas
$1.58M +$1.61M +23,501 New
SOADOR
84
State of Alaska Department of Revenue
Alaska
$1.53M +$16.4K +240 +1%
PFPT
85
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.42M -$359K -5,256 -20%
Stifel Financial
86
Stifel Financial
Missouri
$1.4M +$337K +4,930 +31%
VFA
87
Voya Financial Advisors
Connecticut
$1.39M -$12K -175 -0.8%
3C
88
361 Capital
Colorado
$1.35M +$1.37M +20,016 New
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$1.33M -$394K -5,759 -23%
Citadel Advisors
90
Citadel Advisors
Florida
$1.32M +$645K +9,438 +92%
ACI
91
AMP Capital Investors
Australia
$1.32M +$46.2K +676 +4%
ARTA
92
A.R.T. Advisors
New York
$1.3M +$1.11M +16,200 +523%
MIM
93
MetLife Investment Management
New Jersey
$1.25M
Skandinaviska Enskilda Banken (SEB)
94
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.21M +$1.23M +18,000 New
FLI
95
Family Legacy Inc
South Carolina
$1.19M +$24.6K +360 +2%
VOYA Investment Management
96
VOYA Investment Management
Georgia
$1.17M -$50.9K -745 -4%
EA
97
Edge Advisors
Georgia
$1.11M +$1.13M +16,500 New
Squarepoint
98
Squarepoint
New York
$1.1M +$1.12M +16,400 New
AG
99
Aperio Group
California
$1.09M -$22.3K -326 -2%
OC
100
Oppenheimer & Co
New York
$1.08M

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.