We are live on ! Find out more
NHI icon

National Health Investors

193 hedge funds and large institutions have $2.31B invested in National Health Investors in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

12% more capital invested

Capital invested by funds: $2.07B → $2.31B (+$245M)

0.29% more ownership

Funds ownership: 70.89%71.18% (+0.29%)

6% less funds holding

Funds holding: 206193 (-13)

26% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $6.15M

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
92
Reduced
53
Closed
34
Calls
$4.54M
Puts
$6.15M
Net Calls
-$1.61M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
151
Barclays
United Kingdom
$237K -$307K -4,056 -58%
AIA
152
Allegis Investment Advisors
Idaho
$216K +$207K +2,731 New
YMRC
153
Yorktown Management & Research Company
Virginia
$214K +$204K +2,700 New
CA
154
CapWealth Advisors
Tennessee
$207K +$197K +2,610 New
Lazard Asset Management
155
Lazard Asset Management
New York
$197K
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$183K -$19.3K -255 -10%
Creative Planning
157
Creative Planning
Kansas
$172K +$31.2K +413 +24%
CFA
158
Carroll Financial Associates
North Carolina
$158K +$151K +2,000 New
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$109K -$756 -10 -0.7%
FAM
160
Fortaleza Asset Management
Illinois
$97K
MAM
161
Meeder Asset Management
Ohio
$90K -$223K -2,947 -72%
NFG
162
Next Financial Group
Texas
$85K -$5.67K -75 -7%
SFSIG
163
San Francisco Sentry Investment Group
California
$83K +$79.1K +1,046 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$64K
OAM
165
Oppenheimer Asset Management
New York
$61K +$605 +8 +1%
IA
166
IFP Advisors
Florida
$59K +$17.2K +228 +44%
AIL
167
AGF Investments LLC
Ontario, Canada
$55K +$51.3K +678 New
JCM
168
Jacobi Capital Management
Pennsylvania
$49K +$48K +635 New
IDBONY
169
Israel Discount Bank of New York
New York
$43K -$1.51K -20 -4%
AssetMark Inc
170
AssetMark Inc
California
$37K
DSC
171
Duncker Streett & Co
Missouri
$32K
CG
172
Cutler Group
California
$29K -$74.1K -980 -72%
HMS
173
Hanseatic Management Services
New Mexico
$28K +$1.89K +25 +8%
MFW
174
Mosaic Family Wealth
Missouri
$24K
DADC
175
D.A. Davidson & Co
Montana
$23K +$22.7K +300 New

NHI Hedge Fund Activity: Q2 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2017, worth a combined $2.31B — up 12% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.2M sold.

  • 193 institutional investors held National Health Investors (NHI) as of Q2 2017, down from 206 in Q1 2017.
  • Funds reported $2.31B of National Health Investors stock for Q2 2017, up 12% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q2 2017 and 34 closed out, a net change of -13 holders.
  • The largest National Health Investors buyer in Q2 2017 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q2 2017 was OppenheimerFunds, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.