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National Health Investors

183 hedge funds and large institutions have $1.71B invested in National Health Investors in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,700% more call options, than puts

Call options by funds: $812K | Put options by funds: $14K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

56% more capital invested

Capital invested by funds: $1.1B → $1.71B (+$611M)

9% more funds holding

Funds holding: 168183 (+15)

8.06% more ownership

Funds ownership: 58.12%66.18% (+8.1%)

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
78
Reduced
43
Closed
18
Calls
$812K
Puts
$14K
Net Calls
+$798K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
BJ
151
BlackRock Japan
Japan
$120K -$6.5K -100 -6%
LTFS
152
Ladenburg Thalmann Financial Services
Florida
$107K +$48.7K +749 +96%
WA
153
WFG Advisors
Texas
$105K -$202K -3,109 -68%
Bessemer Group
154
Bessemer Group
New Jersey
$84K +$78K +1,200 New
Daiwa Securities Group
155
Daiwa Securities Group
Japan
$70K +$6.5K +100 +11%
Teacher Retirement System of Texas
156
Teacher Retirement System of Texas
Texas
$60K -$9.68K -149 -15%
SEI Investments
157
SEI Investments
Pennsylvania
$50K +$46.5K +715 New
PCM
158
Prelude Capital Management
New York
$42K +$39K +600 New
RNS
159
Robert N. Shapiro
$37K
NPC
160
National Planning Corporation
California
$32.7K +$28.9K +445 New
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$32K +$4.68K +72 +19%
DSC
162
Duncker Streett & Co
Missouri
$29K
WRM
163
Westport Resources Management
Connecticut
$24K
TFA
164
Transamerica Financial Advisors
Florida
$21K
GT
165
Glenmede Trust
Pennsylvania
$20K
MBE
166
Michael B. Elefante
$19K -$650 -10 -4%
FHA
167
First Horizon Advisors
Tennessee
$17K
Envestnet Asset Management
168
Envestnet Asset Management
Illinois
$15K -$3.44K -53 -20%
FNBT
169
FineMark National Bank & Trust
Florida
$15K +$14.3K +220 New
MFS
170
MSI Financial Services
Massachusetts
$14K
OIA
171
Optimum Investment Advisors
Illinois
$14K
BAM
172
Brave Asset Management
New Jersey
$14K +$13K +200 New
ST
173
Smithfield Trust
Pennsylvania
$11K -$5.85K -90 -37%
ASN
174
Advisory Services Network
Georgia
$11K +$9.74K +150 New
TRCT
175
Tower Research Capital (TRC)
New York
$7K -$69.1K -1,063 -91%

NHI Hedge Fund Activity: Q4 2014 in Review

183 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2014, worth a combined $1.71B — up 56% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 18 closed out — a net gain of 16 holders — while 78 added to existing stakes and 43 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $10.1M.

  • 183 institutional investors held National Health Investors (NHI) as of Q4 2014, up from 168 in Q3 2014.
  • Funds reported $1.71B of National Health Investors stock for Q4 2014, up 56% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q4 2014 was Bank of New York Mellon, an estimated $48M added.
  • The largest National Health Investors seller in Q4 2014 was Ameriprise, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2014.