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National Health Investors

180 hedge funds and large institutions have $1.51B invested in National Health Investors in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $167K | Put options by funds: $40K

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 181180 (-1)

2% less capital invested

Capital invested by funds: $1.53B → $1.51B (-$24M)

1.52% less ownership

Funds ownership: 66.82%65.3% (-1.5%)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
55
Reduced
65
Closed
22
Calls
$167K
Puts
$40K
Net Calls
+$127K
Net Calls Change
+$127K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
126
KBC Group
Belgium
$334K +$22.3K +369 +7%
ACI
127
AMP Capital Investors
Australia
$326K -$141K -2,330 -29%
NI
128
Numeric Investors
Massachusetts
$322K +$338K +5,600 New
M&T Bank
129
M&T Bank
New York
$311K -$133K -2,205 -29%
SCM
130
Symons Capital Management
Pennsylvania
$307K
NGA
131
Naples Global Advisors
Florida
$287K
FM
132
Forward Management
California
$286K
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$285K -$15.8K -261 -5%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$276K -$232K -3,833 -44%
FP
135
Foundry Partners
Minnesota
$270K +$284K +4,700 New
Mitsubishi UFJ Asset Management
136
Mitsubishi UFJ Asset Management
Japan
$262K +$21.2K +350 +8%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$252K +$181K +3,002 +216%
VKH
138
Virtu KCG Holdings
New York
$231K +$243K +4,016 New
RFC
139
Regions Financial Corp
Alabama
$230K -$5.92K -98 -2%
Barclays
140
Barclays
United Kingdom
$227K -$507K -8,380 -68%
AB
141
Amalgamated Bank
New York
$226K +$2.78K +46 +1%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$225K +$60 +1 +0%
SG Americas Securities
143
SG Americas Securities
New York
$214K +$2.3K +38 +1%
US Bancorp
144
US Bancorp
Minnesota
$207K -$12.3K -203 -5%
DC
145
Deere & Company
Illinois
$201K
New York State Teachers Retirement System (NYSTRS)
146
New York State Teachers Retirement System (NYSTRS)
New York
$184K
Canada Life
147
Canada Life
Manitoba, Canada
$179K
AMI
148
Amica Mutual Insurance
Rhode Island
$172K
QT
149
Quantbot Technologies
New York
$168K +$178K +2,937 New
CA
150
CapWealth Advisors
Tennessee
$157K +$36.3K +600 +28%

NHI Hedge Fund Activity: Q3 2015 in Review

180 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2015, worth a combined $1.51B — down 1.6% from $1.53B a quarter earlier.

Fund positioning in NHI was balanced in Q3 2015: 22 funds opened new positions, 22 closed out, 55 added to existing stakes and 65 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $47.1M. The largest seller was Goldman Sachs, cutting an estimated $45.2M.

  • 180 institutional investors held National Health Investors (NHI) as of Q3 2015, down from 181 in Q2 2015.
  • Funds reported $1.51B of National Health Investors stock for Q3 2015, down 1.6% quarter-over-quarter.
  • 22 funds opened new National Health Investors positions in Q3 2015 and 22 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q3 2015 was Lasalle Investment Management Securities, an estimated $47.1M added.
  • The largest National Health Investors seller in Q3 2015 was Goldman Sachs, an estimated $45.2M sold.

Based on aggregated 13F filings for Q3 2015.