National Health Investors
145 hedge funds and large institutions have $740M invested in National Health Investors in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 51
0.53% less ownership
Funds ownership: 47.35% → 46.81% (-0.53%)
5% less funds holding
Funds holding: 153 → 145 (-8)
6% less capital invested
Capital invested by funds: $790M → $740M (-$50.4M)
54% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 13
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$5.08M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$3.96M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$1.89M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$968K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$904K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.55M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$2.24M |
| 3 |
Bank of New York Mellon
New York
|
-$2.18M |
| 4 |
ECM
EII Capital Management
New York
|
-$2.09M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
151
First Allied Advisory Services
San Diego,
California
| – | -$306K | -5,089 | Closed |
|
152
Millennium Management
New York
| – | -$204K | -3,403 | Closed |
|
|
BWM
153
Baystate Wealth Management
Boston,
Massachusetts
| – | -$143K | -2,385 | Closed |
|
|
FHB
154
First Hawaiian Bank
Honolulu,
Hawaii
| – | -$71K | -1,190 | Closed |
|
|
TRCT
155
Tower Research Capital (TRC)
New York
| – | -$66K | -1,100 | Closed |
|
|
HI
156
Hudock Inc
Williamsport,
Pennsylvania
| – | -$60K | -1,000 | Closed |
|
|
OMCS
157
Old Mutual Customised Solutions
Pinelands,
South Africa
| – | -$18K | -300 | Closed |
|
|
OSAM
158
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$7K | -123 | Closed |
|
NHI Hedge Fund Activity: Q3 2013 in Review
145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2013, worth a combined $740M — down 6.4% from $790M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of NHI and 6 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 51 added.
The largest buyer was GW&K Investment Management, adding an estimated $5.08M. The largest seller was Fidelity Investments, cutting an estimated $9.55M.
- 145 institutional investors held National Health Investors (NHI) as of Q3 2013, down from 153 in Q2 2013.
- Funds reported $740M of National Health Investors stock for Q3 2013, down 6.4% quarter-over-quarter.
- 6 funds opened new National Health Investors positions in Q3 2013 and 13 closed out, a net change of -7 holders.
- The largest National Health Investors buyer in Q3 2013 was GW&K Investment Management, an estimated $5.08M added.
- The largest National Health Investors seller in Q3 2013 was Fidelity Investments, an estimated $9.55M sold.
Based on aggregated 13F filings for Q3 2013.