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National Health Investors

277 hedge funds and large institutions have $2.16B invested in National Health Investors in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

2.75% more ownership

Funds ownership: 65.57%68.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 283277 (-6)

14% less capital invested

Capital invested by funds: $2.52B → $2.16B (-$363M)

21% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.01M

Holders
277
Holders Change
-6
Holders Change %
-2.12%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
112
Reduced
82
Closed
37
Calls
$797K
Puts
$1.01M
Net Calls
-$212K
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
126
Man Group
United Kingdom
$707K +$129K +1,694 +20%
Envestnet Asset Management
127
Envestnet Asset Management
Illinois
$698K -$82.4K -1,084 -10%
SEI Investments
128
SEI Investments
Pennsylvania
$695K +$9.13K +120 +1%
Credit Agricole
129
Credit Agricole
France
$688K
II
130
IFM Investors
Australia
$669K
A
131
AlphaQuest
New York
$668K +$525K +6,903 +252%
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$662K +$761 +10 +0.1%
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$643K -$12.6K -166 -2%
SCM
134
Schnieders Capital Management
California
$639K -$43.8K -576 -6%
FLI
135
Family Legacy Inc
South Carolina
$636K -$913 -12 -0.1%
CCIA
136
Campbell & Co Investment Adviser
Maryland
$632K -$1.13M -14,823 -62%
SMDAM
137
Sumitomo Mitsui DS Asset Management
Japan
$628K +$73.7K +969 +12%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$628K -$697K -9,164 -50%
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$618K +$678K +8,912 New
SI
140
Stephens Inc
Arkansas
$561K -$35.7K -470 -5%
PDN
141
Pensionfund DSM Netherlands
Netherlands
$554K -$913K -12,000 -60%
VanEck Associates
142
VanEck Associates
New York
$552K +$58.3K +767 +11%
Cambridge Investment Research Advisors
143
Cambridge Investment Research Advisors
Iowa
$549K -$63.1K -830 -9%
SO
144
STRS Ohio
Ohio
$541K
SWP
145
Sagespring Wealth Partners
Tennessee
$537K +$589K +7,748 New
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$534K +$140K +1,846 +31%
CIC
147
Cornercap Investment Counsel
Georgia
$499K
RBFC
148
Roman Butler Fullerton & Co
Missouri
$490K -$36.5K -480 -6%
PS
149
Pensionfund Sabic
Netherlands
$485K
CIM
150
Cambria Investment Management
California
$479K +$130K +1,712 +33%

NHI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2024, worth a combined $2.16B — down 14% from $2.52B a quarter earlier.

Fund positioning in NHI was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 112 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.3M. The largest seller was Zimmer Partners, exiting entirely with an estimated $25.2M sold.

  • 277 institutional investors held National Health Investors (NHI) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $2.16B of National Health Investors stock for Q4 2024, down 14% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q4 2024 was Millennium Management, an estimated $35.3M added.
  • The largest National Health Investors seller in Q4 2024 was Zimmer Partners, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.