National Health Investors
NHI
229 hedge funds and large institutions have $1.81B invested in National Health Investors in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 25 closing their positions.
1% more call options, than puts
Call options by funds: $4.86M | Put options by funds: $4.79M
5% less capital invested
Capital invested by funds: $1.9B → $1.81B (-$93.5M)
9% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 91
2.95% less ownership
Funds ownership: 70.21% → 67.26% (-2.9%)
3% less funds holding
Funds holding: 237 → 229 (-8)
16% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$35.5M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$12.5M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$11M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$8.73M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$54.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$22.5M |
| 3 |
Renaissance Technologies
New York
|
-$18.2M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$12.9M |
| 5 |
State Street
Boston,
Massachusetts
|
-$7.84M |
NHI Hedge Fund Activity: Q3 2020 in Review
229 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2020, worth a combined $1.81B — down 4.9% from $1.9B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of NHI and 21 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 83 added.
The largest buyer was Macquarie Group, adding an estimated $35.5M. The largest seller was JP Morgan Chase, cutting an estimated $54.6M.
- 229 institutional investors held National Health Investors (NHI) as of Q3 2020, down from 237 in Q2 2020.
- Funds reported $1.81B of National Health Investors stock for Q3 2020, down 4.9% quarter-over-quarter.
- 21 funds opened new National Health Investors positions in Q3 2020 and 25 closed out, a net change of -4 holders.
- The largest National Health Investors buyer in Q3 2020 was Macquarie Group, an estimated $35.5M added.
- The largest National Health Investors seller in Q3 2020 was JP Morgan Chase, an estimated $54.6M sold.
Based on aggregated 13F filings for Q3 2020.