We are live on ! Find out more
NHI icon

National Health Investors

193 hedge funds and large institutions have $2.31B invested in National Health Investors in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

12% more capital invested

Capital invested by funds: $2.07B → $2.31B (+$245M)

0.29% more ownership

Funds ownership: 70.89%71.18% (+0.29%)

6% less funds holding

Funds holding: 206193 (-13)

26% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $6.15M

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
92
Reduced
53
Closed
34
Calls
$4.54M
Puts
$6.15M
Net Calls
-$1.61M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
NMERB
126
New Mexico Educational Retirement Board
New Mexico
$425K
NA
127
Navellier & Associates
Nevada
$423K -$10.6K -140 -3%
AB
128
Amalgamated Bank
New York
$398K +$34.7K +459 +10%
RJA
129
Raymond James & Associates
Florida
$397K -$5.14K -68 -1%
HSBC Holdings
130
HSBC Holdings
United Kingdom
$393K +$3.63K +48 +1%
NGA
131
Naples Global Advisors
Florida
$387K
ZCM
132
Zebra Capital Management
Connecticut
$386K -$15.4K -203 -4%
SG Americas Securities
133
SG Americas Securities
New York
$358K -$56K -741 -14%
TAM
134
Tocqueville Asset Management
New York
$348K +$7.56K +100 +2%
Canada Life
135
Canada Life
Manitoba, Canada
$343K
HighTower Advisors
136
HighTower Advisors
Illinois
$338K -$241K -3,185 -43%
CCIA
137
Campbell & Co Investment Adviser
Maryland
$332K +$317K +4,187 New
AG
138
Advisor Group
Arizona
$307K +$20.6K +273 +8%
SWP
139
Stratos Wealth Partners
Ohio
$294K +$280K +3,708 New
SEI Investments
140
SEI Investments
Pennsylvania
$287K +$230K +3,041 +513%
Daiwa Securities Group
141
Daiwa Securities Group
Japan
$285K +$30.3K +400 +13%
GLA
142
Good Life Advisors
Pennsylvania
$282K +$276K +3,643 New
AIP
143
Ameritas Investment Partners
Nebraska
$276K +$20.4K +270 +8%
WIC
144
Woodmont Investment Counsel
Tennessee
$270K +$3.4K +45 +1%
GH
145
GAM Holding
Switzerland
$263K +$20.3K +269 +9%
New York State Teachers Retirement System (NYSTRS)
146
New York State Teachers Retirement System (NYSTRS)
New York
$261K
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$257K +$28.8K +381 +13%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$253K +$4.69K +62 +2%
PA
149
Profund Advisors
Maryland
$248K +$9.83K +130 +4%
SJL
150
Shayne & Jacobs LLC
Tennessee
$246K

NHI Hedge Fund Activity: Q2 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2017, worth a combined $2.31B — up 12% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.2M sold.

  • 193 institutional investors held National Health Investors (NHI) as of Q2 2017, down from 206 in Q1 2017.
  • Funds reported $2.31B of National Health Investors stock for Q2 2017, up 12% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q2 2017 and 34 closed out, a net change of -13 holders.
  • The largest National Health Investors buyer in Q2 2017 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q2 2017 was OppenheimerFunds, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.