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National Health Investors

206 hedge funds and large institutions have $2.28B invested in National Health Investors in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

7% more funds holding

Funds holding: 193206 (+13)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0.87% more ownership

Funds ownership: 71.18%72.05% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.28B (-$26.6M)

69% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $11.6M

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
71
Reduced
70
Closed
12
Calls
$3.65M
Puts
$11.6M
Net Calls
-$7.97M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
151
Good Life Advisors
Pennsylvania
$285K
SWP
152
Stratos Wealth Partners
Ohio
$283K -$3.83K -49 -1%
AIP
153
Ameritas Investment Partners
Nebraska
$279K
WIC
154
Woodmont Investment Counsel
Tennessee
$278K +$14.5K +186 +5%
LPL Financial
155
LPL Financial
California
$265K -$164K -2,093 -38%
VF
156
Virtu Financial
New York
$263K +$266K +3,406 New
Teacher Retirement System of Texas
157
Teacher Retirement System of Texas
Texas
$260K +$13.7K +175 +5%
TRCT
158
Tower Research Capital (TRC)
New York
$257K +$260K +3,324 New
CCIA
159
Campbell & Co Investment Adviser
Maryland
$250K -$74.3K -950 -23%
PA
160
Profund Advisors
Maryland
$249K +$7.51K +96 +3%
DTL
161
Dynamic Technology Lab
Singapore
$249K +$253K +3,229 New
SJL
162
Shayne & Jacobs LLC
Tennessee
$240K
CSS
163
Cubist Systematic Strategies
Connecticut
$237K +$240K +3,065 New
FAM
164
Fortaleza Asset Management
Illinois
$212K +$118K +1,515 +124%
YMRC
165
Yorktown Management & Research Company
Virginia
$209K
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$203K -$50.2K -642 -20%
GCP
167
GSA Capital Partners
United Kingdom
$201K -$728K -9,310 -78%
New York State Teachers Retirement System (NYSTRS)
168
New York State Teachers Retirement System (NYSTRS)
New York
$193K -$62.6K -800 -24%
Lazard Asset Management
169
Lazard Asset Management
New York
$184K -$7.82K -100 -4%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$180K
CFA
171
Carroll Financial Associates
North Carolina
$155K
JCM
172
Jacobi Capital Management
Pennsylvania
$142K +$93.2K +1,192 +188%
MAM
173
Meeder Asset Management
Ohio
$88K
SFSIG
174
San Francisco Sentry Investment Group
California
$80K -$391 -5 -0.5%
NFG
175
Next Financial Group
Texas
$79K -$4.54K -58 -5%

NHI Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2017, worth a combined $2.28B — down 1.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 12 closed out — a net gain of 13 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 206 institutional investors held National Health Investors (NHI) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $2.28B of National Health Investors stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q3 2017 and 12 closed out, a net change of +13 holders.
  • The largest National Health Investors buyer in Q3 2017 was Goldman Sachs, an estimated $53.5M added.
  • The largest National Health Investors seller in Q3 2017 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.