We are live on ! Find out more
NHI icon

National Health Investors

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: 239228 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
76
ClearBridge Investments
New York
$1.62M -$387 -7 -0%
NRI
77
NFP Retirement Inc
California
$1.57M -$86.8K -1,569 -5%
Allspring Global Investments
78
Allspring Global Investments
North Carolina
$1.52M +$1.47M +26,522 New
SG Americas Securities
79
SG Americas Securities
New York
$1.48M -$1.86M -33,532 -57%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$1.47M -$48.6K -879 -3%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$1.46M +$1.4M +25,328 New
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$1.44M -$186K -3,366 -12%
Franklin Resources
83
Franklin Resources
California
$1.41M -$39.8K -719 -3%
UOC
84
UBS O'Connor
Illinois
$1.39M +$1.33M +24,100 New
AIG
85
American International Group
New York
$1.34M -$38.5K -695 -3%
CWM
86
CIBC World Markets
New York
$1.32M -$209K -3,775 -14%
SOADOR
87
State of Alaska Department of Revenue
Alaska
$1.28M -$14.6K -264 -1%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$1.27M +$11.7K +212 +1%
AA
89
ALPS Advisors
Colorado
$1.22M -$4.15K -75 -0.4%
RJA
90
Raymond James & Associates
Florida
$1.15M -$116K -2,091 -9%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$1.14M -$152K -2,747 -12%
PS
92
Pensionfund Sabic
Netherlands
$1.13M
Mitsubishi UFJ Asset Management
93
Mitsubishi UFJ Asset Management
Japan
$1.09M
GHA
94
GW Henssler & Associates
Georgia
$1.09M +$95.9K +1,733 +10%
ACMA
95
Arbor Capital Management (Alaska)
Alaska
$1.09M +$1.05M +18,910 New
Royal Bank of Canada
96
Royal Bank of Canada
Ontario, Canada
$989K +$195K +3,530 +26%
ProShare Advisors
97
ProShare Advisors
Maryland
$986K +$257K +4,644 +37%
Victory Capital Management
98
Victory Capital Management
Texas
$975K -$1.15M -20,868 -55%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$975K -$41.1K -743 -4%
Jane Street
100
Jane Street
New York
$954K -$81.1K -1,465 -8%

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.