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National Health Investors

233 hedge funds and large institutions have $1.37B invested in National Health Investors in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.29M

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 61.92%61.98% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 242233 (-9)

12% less capital invested

Capital invested by funds: $1.56B → $1.37B (-$190M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
83
Reduced
81
Closed
39
Calls
$2.34M
Puts
$1.29M
Net Calls
+$1.05M
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
101
First Trust Advisors
Illinois
$797K -$756K -13,791 -47%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$793K +$343K +6,252 +70%
TC
103
TwinBeech Capital
New York
$769K +$807K +14,719 New
YIH
104
Y-Intercept (HK)
Hong Kong
$752K +$790K +14,408 New
Two Sigma Advisers
105
Two Sigma Advisers
New York
$742K -$170K -3,100 -18%
CWM
106
CIBC World Markets
New York
$732K -$235K -4,292 -23%
SCM
107
Schnieders Capital Management
California
$709K -$28.2K -514 -4%
CCC
108
Chelsea Counsel Company
California
$709K
State Board of Administration of Florida Retirement System
109
State Board of Administration of Florida Retirement System
Florida
$707K
ASRS
110
Arizona State Retirement System
Arizona
$658K +$7.73K +141 +1%
Daiwa Securities Group
111
Daiwa Securities Group
Japan
$632K -$19.3K -352 -3%
CA
112
Cetera Advisors
Colorado
$604K +$634K +11,571 New
GCP
113
GSA Capital Partners
United Kingdom
$585K +$614K +11,198 New
ECM
114
ExodusPoint Capital Management
New York
$584K -$3.86M -70,453 -86%
Two Sigma Investments
115
Two Sigma Investments
New York
$582K -$2.58M -47,032 -81%
ProShare Advisors
116
ProShare Advisors
Maryland
$569K +$40.7K +742 +7%
CCIA
117
Campbell & Co Investment Adviser
Maryland
$559K +$587K +10,707 New
E
118
Ergoteles
New York
$528K +$39.2K +716 +8%
TCM
119
Tekla Capital Management
Massachusetts
$524K
EGM
120
Engineers Gate Manager
New York
$509K +$535K +9,752 New
VIA
121
Vident Investment Advisory
Georgia
$504K +$8.61K +157 +2%
Holocene Advisors
122
Holocene Advisors
New York
$496K -$962K -17,546 -65%
SG Americas Securities
123
SG Americas Securities
New York
$493K -$753K -13,741 -59%
PDN
124
Pensionfund DSM Netherlands
Netherlands
$486K -$1.37M -25,000 -73%
LPL Financial
125
LPL Financial
California
$480K +$7.07K +129 +1%

NHI Hedge Fund Activity: Q4 2022 in Review

233 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2022, worth a combined $1.37B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NHI and 34 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.8M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $54.2M sold.

  • 233 institutional investors held National Health Investors (NHI) as of Q4 2022, down from 242 in Q3 2022.
  • Funds reported $1.37B of National Health Investors stock for Q4 2022, down 12% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2022 and 39 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q4 2022 was Balyasny Asset Management, an estimated $18.8M added.
  • The largest National Health Investors seller in Q4 2022 was Westfield Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2022.