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National Health Investors
NHI

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: 153 → 145 (-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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
GKIM
GW&K Investment Management
Massachusetts
+$5.08M
2
BFA
BlackRock Fund Advisors
California
+$3.96M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$1.89M
4
Invesco
Invesco
Georgia
+$968K
5
Deutsche Bank
Deutsche Bank
Germany
+$904K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.55M
2
PI
Putnam Investments
Massachusetts
-$2.24M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.18M
4
ECM
EII Capital Management
New York
-$2.09M
5
CS
Credit Suisse
Switzerland
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
101
Tocqueville Asset Management
New York
$356K -$13.4K -225 -3%
CB
102
Commerce Bank
Missouri
$356K -$5.97K -100 -2%
Jane Street
103
Jane Street
New York
$332K +$349K +5,843 New
SMDAM
104
Sumitomo Mitsui DS Asset Management
Japan
$294K -$143K -2,400 -32%
BC
105
Burney Company
Virginia
$288K -$15.4K -258 -5%
LPL Financial
106
LPL Financial
California
$281K -$80.6K -1,351 -22%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$264K -$2.98K -50 -1%
GH
108
GAM Holding
Switzerland
$262K +$274K +4,600 New
WA
109
WFG Advisors
Texas
$252K +$1.97K +33 +0.8%
MCM
110
McKinley Capital Management
Alaska
$230K – – –
TC
111
TFS Capital
Pennsylvania
$229K +$8.71K +146 +4%
Wellington Management Group
112
Wellington Management Group
Massachusetts
$205K – – –
Creative Planning
113
Creative Planning
Kansas
$182K +$10.4K +175 +6%
Teacher Retirement System of Texas
114
Teacher Retirement System of Texas
Texas
$180K +$93K +1,559 +97%
Bank of Montreal
115
Bank of Montreal
Ontario, Canada
$159K – – –
AMI
116
Amica Mutual Insurance
Rhode Island
$137K – – –
APFBOT
117
Amica Pension Fund Board of Trustees
Rhode Island
$134K – – –
BJ
118
BlackRock Japan
Japan
$131K -$2.63K -44 -2%
Mitsubishi UFJ Asset Management
119
Mitsubishi UFJ Asset Management
Japan
$117K – – –
BEAM
120
Baker Ellis Asset Management
Washington
$114K – – –
PAM
121
Panagora Asset Management
Massachusetts
$105K – – –
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$101K -$308K -5,155 -75%
ACM
123
Antonetti Capital Management
Florida
$97K – – –
SAMC
124
Shinko Asset Management Company
Japan
$68K – – –
CMBA
125
C.M. Bidwell & Associates
Hawaii
$59K -$125K -2,100 -67%
3 4
5
6 7

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.