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National Health Investors

231 hedge funds and large institutions have $1.86B invested in National Health Investors in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 82 increasing their positions, 76 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

10% more capital invested

Capital invested by funds: $1.7B → $1.86B (+$165M)

5% more funds holding

Funds holding: 221231 (+10)

1.09% more ownership

Funds ownership: 62.23%63.32% (+1.1%)

8% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less call options, than puts

Call options by funds: $724K | Put options by funds: $934K

Holders
231
Holders Change
+10
Holders Change %
+4.52%
% of All Funds
3.34%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
82
Reduced
76
Closed
22
Calls
$724K
Puts
$934K
Net Calls
-$210K
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
76
LPL Financial
California
$1.54M +$244K +3,798 +20%
CF
77
Corebridge Financial
Texas
$1.53M +$1.44M +22,519 New
Citigroup
78
Citigroup
New York
$1.48M +$44.5K +694 +3%
Teacher Retirement System of Texas
79
Teacher Retirement System of Texas
Texas
$1.46M -$328K -5,117 -19%
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$1.45M -$37.7K -588 -3%
SOADOR
81
State of Alaska Department of Revenue
Alaska
$1.36M +$21.4K +334 +2%
American Century Companies
82
American Century Companies
Missouri
$1.3M +$96.4K +1,503 +8%
New York State Common Retirement Fund
83
New York State Common Retirement Fund
New York
$1.26M +$154K +2,409 +15%
Two Sigma Investments
84
Two Sigma Investments
New York
$1.26M -$822K -12,824 -41%
GC
85
Guggenheim Capital
Illinois
$1.25M -$13.1K -204 -1%
RAM
86
Resona Asset Management
Japan
$1.21M +$55.4K +864 +5%
Aberdeen Group
87
Aberdeen Group
United Kingdom
$1.19M -$30.8K -480 -3%
VOYA Investment Management
88
VOYA Investment Management
Georgia
$1.17M +$215K +3,345 +24%
Ensign Peak Advisors
89
Ensign Peak Advisors
Utah
$1.15M
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$1.15M -$27.8K -434 -2%
PS
91
Pensionfund Sabic
Netherlands
$1.15M
Barclays
92
Barclays
United Kingdom
$1.15M -$1.44M -22,503 -57%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1.14M -$127K -1,979 -11%
GCP
94
GSA Capital Partners
United Kingdom
$1.11M +$561K +8,752 +114%
VA
95
Vident Advisory
Georgia
$1.08M +$165K +2,576 +19%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$1.08M -$267K -4,167 -21%
TGAM
97
TBH Global Asset Management
Tennessee
$1.06M -$6.41K -100 -0.6%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$1.05M
Los Angeles Capital Management
99
Los Angeles Capital Management
California
$1.04M +$988K +15,399 New
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$1.04M -$1.51M -23,578 -61%

NHI Hedge Fund Activity: Q2 2024 in Review

231 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2024, worth a combined $1.86B — up 9.7% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 22 closed out — a net gain of 12 holders — while 82 added to existing stakes and 76 trimmed.

The largest buyer was Nuveen, adding an estimated $11.4M. The largest seller was Waterfront Capital Partners, exiting entirely with an estimated $19.1M sold.

  • 231 institutional investors held National Health Investors (NHI) as of Q2 2024, up from 221 in Q1 2024.
  • Funds reported $1.86B of National Health Investors stock for Q2 2024, up 9.7% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q2 2024 and 22 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q2 2024 was Nuveen, an estimated $11.4M added.
  • The largest National Health Investors seller in Q2 2024 was Waterfront Capital Partners, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2024.