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National Health Investors

233 hedge funds and large institutions have $1.37B invested in National Health Investors in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.29M

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 61.92%61.98% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 242233 (-9)

12% less capital invested

Capital invested by funds: $1.56B → $1.37B (-$190M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
83
Reduced
81
Closed
39
Calls
$2.34M
Puts
$1.29M
Net Calls
+$1.05M
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
126
Brown Advisory
Maryland
$476K +$6.03K +110 +1%
RBFC
127
Roman Butler Fullerton & Co
Missouri
$456K +$1.37K +25 +0.3%
PI
128
Putnam Investments
Massachusetts
$430K -$219 -4 -0%
Arrowstreet Capital
129
Arrowstreet Capital
Massachusetts
$425K +$79.4K +1,448 +22%
GHA
130
GW Henssler & Associates
Georgia
$420K +$658 +12 +0.1%
RWA
131
Redmont Wealth Advisors
Illinois
$418K +$439K +8,010 New
D.E. Shaw & Co
132
D.E. Shaw & Co
New York
$415K +$436K +7,954 New
TFS
133
TrustCore Financial Services
Tennessee
$407K -$21.7K -395 -5%
Aberdeen Group
134
Aberdeen Group
United Kingdom
$400K -$125K -2,278 -23%
Stifel Financial
135
Stifel Financial
Missouri
$399K +$30K +548 +8%
Cambridge Investment Research Advisors
136
Cambridge Investment Research Advisors
Iowa
$398K -$30.9K -564 -7%
AWS
137
Atria Wealth Solutions
New York
$395K +$1.32K +24 +0.3%
DFCM
138
Dark Forest Capital Management
Puerto Rico
$386K -$185K -3,366 -31%
MM
139
MQS Management
New York
$383K +$131K +2,395 +49%
Osaic Holdings
140
Osaic Holdings
Arizona
$359K -$27.9K -509 -7%
AI
141
AdvisorShares Investments
Maryland
$358K -$20.5K -374 -5%
Handelsbanken Fonder
142
Handelsbanken Fonder
Sweden
$337K -$137K -2,500 -28%
MOS
143
MGO One Seven
Ohio
$337K
GC
144
Guggenheim Capital
Illinois
$335K +$38.5K +702 +12%
SI
145
Stephens Inc
Arkansas
$333K -$3.29K -60 -0.9%
PI
146
PEAK6 Investments
Illinois
$328K +$85.5K +1,560 +33%
PCM
147
Penserra Capital Management
California
$322K +$33.7K +614 +11%
SMDAM
148
Sumitomo Mitsui DS Asset Management
Japan
$316K
CA
149
CapWealth Advisors
Tennessee
$316K +$80.9K +1,475 +32%
CB
150
Commerce Bank
Missouri
$314K -$8.22K -150 -2%

NHI Hedge Fund Activity: Q4 2022 in Review

233 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2022, worth a combined $1.37B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NHI and 34 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.8M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $54.2M sold.

  • 233 institutional investors held National Health Investors (NHI) as of Q4 2022, down from 242 in Q3 2022.
  • Funds reported $1.37B of National Health Investors stock for Q4 2022, down 12% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2022 and 39 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q4 2022 was Balyasny Asset Management, an estimated $18.8M added.
  • The largest National Health Investors seller in Q4 2022 was Westfield Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2022.