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National Health Investors

228 hedge funds and large institutions have $1.69B invested in National Health Investors in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.55B → $1.69B (+$134M)

0.76% more ownership

Funds ownership: 63.26%64.02% (+0.76%)

5% less funds holding

Funds holding: 239228 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

38% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.1M

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
71
Reduced
88
Closed
41
Calls
$2.55M
Puts
$4.1M
Net Calls
-$1.55M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
126
Teacher Retirement System of Texas
Texas
$480K +$79.1K +1,429 +21%
LCM
127
LDR Capital Management
New York
$475K +$457K +8,265 New
LPL Financial
128
LPL Financial
California
$474K +$87.9K +1,589 +24%
RBFC
129
Roman Butler Fullerton & Co
Missouri
$458K +$1.99K +36 +0.5%
State Board of Administration of Florida Retirement System
130
State Board of Administration of Florida Retirement System
Florida
$453K +$7.03K +127 +2%
Osaic Holdings
131
Osaic Holdings
Arizona
$439K -$10.2K -185 -2%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$437K +$43.7K +789 +12%
TFS
133
TrustCore Financial Services
Tennessee
$431K -$63.4K -1,146 -13%
VIA
134
Vident Investment Advisory
Georgia
$431K +$7.3K +132 +2%
RIM
135
Redpoint Investment Management
Australia
$412K
Russell Investments Group
136
Russell Investments Group
United Kingdom
$408K -$295K -5,339 -43%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$406K +$22.7K +411 +6%
Mackenzie Financial
138
Mackenzie Financial
Ontario, Canada
$380K -$11.9K -215 -3%
CANY
139
Caxton Associates (New York)
New York
$380K +$101K +1,831 +38%
PAG
140
Private Advisor Group
New Jersey
$379K -$41.5K -750 -10%
MOS
141
MGO One Seven
Ohio
$371K +$16.6K +300 +5%
RJFSA
142
Raymond James Financial Services Advisors
Florida
$370K -$47.5K -859 -12%
CB
143
Commerce Bank
Missouri
$368K +$609 +11 +0.2%
Wolverine Trading
144
Wolverine Trading
Illinois
$356K +$37.7K +682 +12%
Stifel Financial
145
Stifel Financial
Missouri
$350K -$292K -5,281 -47%
SI
146
Stephens Inc
Arkansas
$328K -$24.2K -437 -7%
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$327K -$13.3M -239,813 -98%
AB
148
Amalgamated Bank
New York
$326K -$2.82K -51 -0.9%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$313K -$79.2K -1,431 -21%
MML Investors Services
150
MML Investors Services
Massachusetts
$307K +$23.6K +427 +9%

NHI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2021, worth a combined $1.69B — up 8.6% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NHI and 34 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $22.2M.

  • 228 institutional investors held National Health Investors (NHI) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.69B of National Health Investors stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2021 and 41 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q4 2021 was Lasalle Investment Management Securities, an estimated $20.8M added.
  • The largest National Health Investors seller in Q4 2021 was Goldman Sachs, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.