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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
ERSOT
101
Employees Retirement System of Texas
Texas
$840K
JG
102
Jefferies Group
New York
$812K +$274K +4,218 +57%
Natixis Advisors
103
Natixis Advisors
Massachusetts
$797K +$54.6K +841 +8%
Credit Agricole
104
Credit Agricole
France
$758K +$481K +7,400 +255%
PSUF
105
People's United Financial
Connecticut
$752K +$11.2K +173 +2%
Wellington Management Group
106
Wellington Management Group
Massachusetts
$745K
Robeco Institutional Asset Management
107
Robeco Institutional Asset Management
Netherlands
$721K
GCP
108
GSA Capital Partners
United Kingdom
$677K -$73.3K -1,129 -10%
Prudential Financial
109
Prudential Financial
New Jersey
$662K +$351K +5,400 +133%
JWM
110
Jacobus Wealth Management
Wisconsin
$630K
M&T Bank
111
M&T Bank
New York
$621K -$30.5K -470 -5%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$609K -$906K -13,950 -62%
Macquarie Group
113
Macquarie Group
Australia
$595K
NMERB
114
New Mexico Educational Retirement Board
New Mexico
$574K +$65K +1,000 +14%
KBC Group
115
KBC Group
Belgium
$570K -$85.7K -1,319 -14%
GC
116
Guggenheim Capital
Illinois
$566K +$119K +1,828 +29%
ACI
117
AMP Capital Investors
Australia
$565K -$1.98M -30,400 -79%
ProShare Advisors
118
ProShare Advisors
Maryland
$563K -$330K -5,082 -39%
FAAS
119
First Allied Advisory Services
California
$557K +$88.6K +1,364 +21%
MTB
120
Mizuho Trust & Banking
Japan
$502K +$466K +7,179 New
SG Americas Securities
121
SG Americas Securities
New York
$476K +$254K +3,909 +135%
T. Rowe Price Associates
122
T. Rowe Price Associates
Maryland
$475K +$19.5K +300 +5%
CB
123
Commerce Bank
Missouri
$471K -$4.87K -75 -1%
TAM
124
Tocqueville Asset Management
New York
$465K +$32.5K +500 +8%
Stifel Financial
125
Stifel Financial
Missouri
$437K -$284K -4,374 -41%

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.