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National Health Investors

206 hedge funds and large institutions have $2.28B invested in National Health Investors in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

7% more funds holding

Funds holding: 193206 (+13)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0.87% more ownership

Funds ownership: 71.18%72.05% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.28B (-$26.6M)

69% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $11.6M

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
71
Reduced
70
Closed
12
Calls
$3.65M
Puts
$11.6M
Net Calls
-$7.97M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
FLI
101
Family Legacy Inc
South Carolina
$889K -$439K -5,615 -33%
ADEF
102
Adams Diversified Equity Fund
Maryland
$866K -$31.3K -400 -3%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$842K -$326K -4,170 -28%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$820K +$6.8K +87 +0.8%
FWIA
105
Fort Washington Investment Advisors
Ohio
$777K -$23.5K -300 -3%
Balyasny Asset Management
106
Balyasny Asset Management
Illinois
$775K +$784K +10,024 New
PI
107
Putnam Investments
Massachusetts
$747K +$756K +9,667 New
Wolverine Trading
108
Wolverine Trading
Illinois
$732K +$741K +9,477 New
CIC
109
Cornercap Investment Counsel
Georgia
$718K +$144K +1,845 +25%
US Bancorp
110
US Bancorp
Minnesota
$716K +$33.5K +428 +5%
HFS
111
HL Financial Services
Kentucky
$709K +$4.54K +58 +0.6%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$689K +$135K +1,727 +24%
PAM
113
Panagora Asset Management
Massachusetts
$687K
LF
114
Lee Financial
Texas
$669K -$18K -230 -3%
ED
115
Exane Derivatives
France
$643K -$20.5K -262 -3%
CCM
116
Coldstream Capital Management
Washington
$638K +$2.5K +32 +0.4%
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$634K
CB
118
Commerce Bank
Missouri
$632K -$39.1K -500 -6%
Los Angeles Capital Management
119
Los Angeles Capital Management
California
$628K +$635K +8,123 New
CEP
120
Chicago Equity Partners
Illinois
$606K +$613K +7,840 New
Pacer Advisors
121
Pacer Advisors
Pennsylvania
$572K +$60.6K +775 +12%
FIM
122
Freedom Investment Management
Connecticut
$568K -$6.88K -88 -1%
PP
123
Paloma Partners
Connecticut
$552K +$559K +7,147 New
Principal Financial Group
124
Principal Financial Group
Iowa
$547K -$85.6K -1,094 -13%
FPFS
125
First Personal Financial Services
North Carolina
$532K

NHI Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2017, worth a combined $2.28B — down 1.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 12 closed out — a net gain of 13 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 206 institutional investors held National Health Investors (NHI) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $2.28B of National Health Investors stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q3 2017 and 12 closed out, a net change of +13 holders.
  • The largest National Health Investors buyer in Q3 2017 was Goldman Sachs, an estimated $53.5M added.
  • The largest National Health Investors seller in Q3 2017 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.