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National Health Investors

180 hedge funds and large institutions have $1.51B invested in National Health Investors in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $167K | Put options by funds: $40K

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 181180 (-1)

2% less capital invested

Capital invested by funds: $1.53B → $1.51B (-$24M)

1.52% less ownership

Funds ownership: 66.82%65.3% (-1.5%)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
55
Reduced
65
Closed
22
Calls
$167K
Puts
$40K
Net Calls
+$127K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
PSUF
101
People's United Financial
Connecticut
$612K -$46.2K -765 -7%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$610K +$47.6K +788 +8%
Robeco Institutional Asset Management
103
Robeco Institutional Asset Management
Netherlands
$592K
Stifel Financial
104
Stifel Financial
Missouri
$575K -$56.5K -934 -9%
AIM
105
Ada Investment Management
New York
$561K +$528K +8,742 New
HFS
106
HL Financial Services
Kentucky
$535K -$338K -5,600 -38%
ERSOT
107
Employees Retirement System of Texas
Texas
$517K -$1.03M -17,000 -65%
JWM
108
Jacobus Wealth Management
Wisconsin
$517K
Principal Financial Group
109
Principal Financial Group
Iowa
$485K +$94.7K +1,567 +23%
NMERB
110
New Mexico Educational Retirement Board
New Mexico
$472K
T. Rowe Price Associates
111
T. Rowe Price Associates
Maryland
$454K
GCP
112
GSA Capital Partners
United Kingdom
$453K -$623K -10,300 -57%
Credit Agricole
113
Credit Agricole
France
$448K +$90.7K +1,500 +24%
Macquarie Group
114
Macquarie Group
Australia
$448K +$157K +2,600 +50%
HighTower Advisors
115
HighTower Advisors
Illinois
$431K -$50.5K -836 -10%
BREA
116
Barings Real Estate Advisers
Connecticut
$430K -$576K -9,524 -56%
FPFS
117
First Personal Financial Services
North Carolina
$430K
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$416K -$589K -9,746 -57%
FIM
119
Freedom Investment Management
Connecticut
$405K +$2.41M +39,836 +623%
IGIM
120
I.G. Investment Management
Manitoba, Canada
$384K +$403K +6,673 New
MC
121
Menta Capital
California
$374K +$393K +6,500 New
CB
122
Commerce Bank
Missouri
$373K -$3.63K -60 -0.9%
MTB
123
Mizuho Trust & Banking
Japan
$359K -$85.2K -1,410 -18%
TAM
124
Tocqueville Asset Management
New York
$354K
ProShare Advisors
125
ProShare Advisors
Maryland
$348K -$3.63K -60 -1%

NHI Hedge Fund Activity: Q3 2015 in Review

180 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2015, worth a combined $1.51B — down 1.6% from $1.53B a quarter earlier.

Fund positioning in NHI was balanced in Q3 2015: 22 funds opened new positions, 22 closed out, 55 added to existing stakes and 65 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $47.1M. The largest seller was Goldman Sachs, cutting an estimated $45.2M.

  • 180 institutional investors held National Health Investors (NHI) as of Q3 2015, down from 181 in Q2 2015.
  • Funds reported $1.51B of National Health Investors stock for Q3 2015, down 1.6% quarter-over-quarter.
  • 22 funds opened new National Health Investors positions in Q3 2015 and 22 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q3 2015 was Lasalle Investment Management Securities, an estimated $47.1M added.
  • The largest National Health Investors seller in Q3 2015 was Goldman Sachs, an estimated $45.2M sold.

Based on aggregated 13F filings for Q3 2015.