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National Health Investors

193 hedge funds and large institutions have $2.31B invested in National Health Investors in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

12% more capital invested

Capital invested by funds: $2.07B → $2.31B (+$245M)

0.29% more ownership

Funds ownership: 70.89%71.18% (+0.29%)

6% less funds holding

Funds holding: 206193 (-13)

26% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $6.15M

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
92
Reduced
53
Closed
34
Calls
$4.54M
Puts
$6.15M
Net Calls
-$1.61M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$833K -$45.5K -602 -5%
FWIA
102
Fort Washington Investment Advisors
Ohio
$820K +$7.56K +100 +1%
SW
103
SVB Wealth
Massachusetts
$780K +$96.4K +1,274 +15%
Mackenzie Financial
104
Mackenzie Financial
Ontario, Canada
$761K +$141K +1,868 +24%
HFS
105
HL Financial Services
Kentucky
$722K +$189K +2,500 +38%
PAM
106
Panagora Asset Management
Massachusetts
$704K +$613K +8,100 +1,032%
LF
107
Lee Financial
Texas
$703K +$7.18K +95 +1%
US Bancorp
108
US Bancorp
Minnesota
$700K +$3.33K +44 +0.5%
CB
109
Commerce Bank
Missouri
$687K
ED
110
Exane Derivatives
France
$680K +$649K +8,581 +122,586%
CCM
111
Coldstream Capital Management
Washington
$651K +$98.2K +1,298 +19%
T. Rowe Price Associates
112
T. Rowe Price Associates
Maryland
$650K +$756 +10 +0.1%
N
113
Nuveen
North Carolina
$648K -$11.4M -150,960 -95%
Principal Financial Group
114
Principal Financial Group
Iowa
$647K +$28.7K +379 +5%
QI
115
QS Investors
New York
$628K +$4.69K +62 +0.8%
FIM
116
Freedom Investment Management
Connecticut
$589K +$35.5K +470 +7%
CIC
117
Cornercap Investment Counsel
Georgia
$589K +$563K +7,440 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$569K +$293K +3,869 +117%
FPFS
119
First Personal Financial Services
North Carolina
$545K
Pacer Advisors
120
Pacer Advisors
Pennsylvania
$525K +$86.1K +1,139 +21%
BCM
121
Bridgeway Capital Management
Texas
$507K -$37.8K -500 -7%
Mitsubishi UFJ Asset Management
122
Mitsubishi UFJ Asset Management
Japan
$477K -$3.33K -44 -0.7%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$460K -$11.8K -156 -3%
NIPH
124
NN Investment Partners Holdings
Netherlands
$451K
LPL Financial
125
LPL Financial
California
$438K +$418K +5,527 New

NHI Hedge Fund Activity: Q2 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2017, worth a combined $2.31B — up 12% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.2M sold.

  • 193 institutional investors held National Health Investors (NHI) as of Q2 2017, down from 206 in Q1 2017.
  • Funds reported $2.31B of National Health Investors stock for Q2 2017, up 12% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q2 2017 and 34 closed out, a net change of -13 holders.
  • The largest National Health Investors buyer in Q2 2017 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q2 2017 was OppenheimerFunds, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.