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National Health Investors

145 hedge funds and large institutions have $740M invested in National Health Investors in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.53% less ownership

Funds ownership: 47.35%46.81% (-0.53%)

5% less funds holding

Funds holding: 153145 (-8)

6% less capital invested

Capital invested by funds: $790M → $740M (-$50.4M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
51
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IOOF
126
Independent Order of Foresters
Ontario, Canada
$51K
SFSIG
127
San Francisco Sentry Investment Group
California
$46K +$8.05K +135 +20%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$43K +$6.03K +101 +15%
Daiwa Securities Group
129
Daiwa Securities Group
Japan
$40K
RNS
130
Robert N. Shapiro
$31K
DSC
131
Duncker Streett & Co
Missouri
$23K
Citigroup
132
Citigroup
New York
$22K -$835 -14 -3%
WRM
133
Westport Resources Management
Connecticut
$20K
TFA
134
Transamerica Financial Advisors
Florida
$18K
US Bancorp
135
US Bancorp
Minnesota
$18K +$12.6K +211 +211%
GT
136
Glenmede Trust
Pennsylvania
$17K
RIA
137
Regal Investment Advisors
Michigan
$9K +$9.61K +161 New
PTC
138
Private Trust Company
Ohio
$8K
Zurich Cantonal Bank
139
Zurich Cantonal Bank
Switzerland
$7K
MFS
140
MSI Financial Services
Massachusetts
$6K +$5.97K +100 New
Envestnet Asset Management
141
Envestnet Asset Management
Illinois
$4K +$1.97K +33 +77%
HNB
142
Huntington National Bank
Ohio
$2K
MA
143
MUFG Americas
New York
$2K
PC
144
Polar Capital
United Kingdom
$1.99K
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02K -$10.5K -176 -1%
ECM
146
EII Capital Management
New York
-$2.09M -34,900 Closed
RJFSA
147
Raymond James Financial Services Advisors
Florida
-$706K -11,788 Closed
NMERB
148
New Mexico Educational Retirement Board
New Mexico
-$491K -8,202 Closed
Capital Fund Management (CFM)
149
Capital Fund Management (CFM)
France
-$489K -8,177 Closed
CONA
150
Capital One National Association
New York
-$358K -5,973 Closed

NHI Hedge Fund Activity: Q3 2013 in Review

145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2013, worth a combined $740M — down 6.4% from $790M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NHI and 6 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was GW&K Investment Management, adding an estimated $5.08M. The largest seller was Fidelity Investments, cutting an estimated $9.55M.

  • 145 institutional investors held National Health Investors (NHI) as of Q3 2013, down from 153 in Q2 2013.
  • Funds reported $740M of National Health Investors stock for Q3 2013, down 6.4% quarter-over-quarter.
  • 6 funds opened new National Health Investors positions in Q3 2013 and 13 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q3 2013 was GW&K Investment Management, an estimated $5.08M added.
  • The largest National Health Investors seller in Q3 2013 was Fidelity Investments, an estimated $9.55M sold.

Based on aggregated 13F filings for Q3 2013.