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National Health Investors

242 hedge funds and large institutions have $1.56B invested in National Health Investors in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $1.8M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 235242 (+7)

2.57% less ownership

Funds ownership: 64.49%61.92% (-2.6%)

13% less capital invested

Capital invested by funds: $1.8B → $1.56B (-$239M)

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
62
Reduced
92
Closed
28
Calls
$3.1M
Puts
$1.8M
Net Calls
+$1.3M
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
126
Brown Advisory
Maryland
$509K +$567K +9,000 New
Royal Bank of Canada
127
Royal Bank of Canada
Ontario, Canada
$506K -$47K -746 -8%
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$506K
Truist Financial
129
Truist Financial
North Carolina
$506K +$564K +8,942 New
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$483K -$734K -11,652 -58%
DCM
131
Dupont Capital Management
Delaware
$473K +$527K +8,367 New
PI
132
Putnam Investments
Massachusetts
$466K -$9.33K -148 -2%
TFS
133
TrustCore Financial Services
Tennessee
$463K +$6.93K +110 +1%
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$463K +$21.5K +341 +4%
GHA
135
GW Henssler & Associates
Georgia
$454K -$29.8K -473 -6%
AA
136
ALPS Advisors
Colorado
$446K -$46K -730 -8%
GCM
137
Graham Capital Management
Connecticut
$442K -$4.93M -78,302 -91%
AWS
138
Atria Wealth Solutions
New York
$426K +$252 +4 +0.1%
Osaic Holdings
139
Osaic Holdings
Arizona
$418K -$14K -222 -3%
RBFC
140
Roman Butler Fullerton & Co
Missouri
$418K +$14.3K +227 +3%
AWM
141
Avior Wealth Management
Nebraska
$416K -$14.1K -223 -3%
AI
142
AdvisorShares Investments
Maryland
$409K +$456K +7,232 New
Stifel Financial
143
Stifel Financial
Missouri
$401K -$37.9K -601 -8%
Teacher Retirement System of Texas
144
Teacher Retirement System of Texas
Texas
$382K +$1.57K +25 +0.4%
Arrowstreet Capital
145
Arrowstreet Capital
Massachusetts
$378K +$421K +6,682 New
SI
146
Stephens Inc
Arkansas
$364K +$47.7K +757 +13%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$358K +$18K +286 +5%
CB
148
Commerce Bank
Missouri
$349K
SMDAM
149
Sumitomo Mitsui DS Asset Management
Japan
$342K
Neuberger Berman Group
150
Neuberger Berman Group
New York
$334K +$372K +5,905 New

NHI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2022, worth a combined $1.56B — down 13% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 28 closed out — a net gain of 9 holders — while 62 added to existing stakes and 92 trimmed.

The largest buyer was Prudential Financial, adding an estimated $7.37M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $33M.

  • 242 institutional investors held National Health Investors (NHI) as of Q3 2022, up from 235 in Q2 2022.
  • Funds reported $1.56B of National Health Investors stock for Q3 2022, down 13% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2022 and 28 closed out, a net change of +9 holders.
  • The largest National Health Investors buyer in Q3 2022 was Prudential Financial, an estimated $7.37M added.
  • The largest National Health Investors seller in Q3 2022 was Lasalle Investment Management Securities, an estimated $33M sold.

Based on aggregated 13F filings for Q3 2022.