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National Health Investors

224 hedge funds and large institutions have $1.98B invested in National Health Investors in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

5% more funds holding

Funds holding: 214224 (+10)

0.61% less ownership

Funds ownership: 71.47%70.86% (-0.61%)

11% less capital invested

Capital invested by funds: $2.24B → $1.98B (-$257M)

30% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $11.7M

Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
63
Closed
23
Calls
$8.15M
Puts
$11.7M
Net Calls
-$3.56M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
101
Crestline Management
Texas
$1.06M +$1.08M +15,794 New
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$1.06M +$1.08M +15,800 New
MLICM
103
Metropolitan Life Insurance Company (MetLife)
New York
$1.01M +$19.2K +281 +2%
PAM
104
Panagora Asset Management
Massachusetts
$1.01M +$420K +6,148 +70%
SCM
105
Sterling Capital Management
North Carolina
$1M
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$989K -$345K -5,050 -25%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$987K +$47.7K +698 +5%
SAM
108
Securian Asset Management
Minnesota
$929K -$704K -10,300 -43%
AIMCA
109
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$908K +$923K +13,500 New
OAM
110
Oxford Asset Management
United Kingdom
$904K +$168K +2,457 +22%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$837K +$230K +3,367 +37%
PG
112
PEAK6 Group
Illinois
$810K +$647K +9,467 +369%
CSS
113
Cubist Systematic Strategies
Connecticut
$801K +$814K +11,907 New
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$793K +$15.4K +226 +2%
Macquarie Group
115
Macquarie Group
Australia
$780K -$20.5K -300 -3%
CIC
116
Cornercap Investment Counsel
Georgia
$749K +$126K +1,850 +20%
US Bancorp
117
US Bancorp
Minnesota
$745K +$8.75K +128 +1%
RJFSA
118
Raymond James Financial Services Advisors
Florida
$722K +$38.3K +560 +6%
WG
119
Winton Group
United Kingdom
$715K +$726K +10,630 New
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$713K +$2.6K +38 +0.4%
CEP
121
Chicago Equity Partners
Illinois
$660K +$142K +2,080 +27%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$654K +$55.2K +807 +9%
HFS
123
HL Financial Services
Kentucky
$639K +$23.6K +346 +4%
Wolverine Trading
124
Wolverine Trading
Illinois
$629K +$111K +1,627 +21%
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$617K -$340K -4,981 -35%

NHI Hedge Fund Activity: Q1 2018 in Review

224 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2018, worth a combined $1.98B — down 11% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NHI positions and 23 closed out — a net gain of 12 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $34.1M. The largest seller was JP Morgan Chase, cutting an estimated $85.8M.

  • 224 institutional investors held National Health Investors (NHI) as of Q1 2018, up from 214 in Q4 2017.
  • Funds reported $1.98B of National Health Investors stock for Q1 2018, down 11% quarter-over-quarter.
  • 35 funds opened new National Health Investors positions in Q1 2018 and 23 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q1 2018 was Principal Financial Group, an estimated $34.1M added.
  • The largest National Health Investors seller in Q1 2018 was JP Morgan Chase, an estimated $85.8M sold.

Based on aggregated 13F filings for Q1 2018.