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National Health Investors

228 hedge funds and large institutions have $1.69B invested in National Health Investors in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.55B → $1.69B (+$134M)

0.76% more ownership

Funds ownership: 63.26%64.02% (+0.76%)

5% less funds holding

Funds holding: 239228 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

38% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.1M

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
71
Reduced
88
Closed
41
Calls
$2.55M
Puts
$4.1M
Net Calls
-$1.55M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
151
Schroder Investment Management Group
United Kingdom
$300K +$51.1K +923 +21%
BIA
152
Benchmark Investment Advisors
Illinois
$287K +$277K +5,000 New
KM
153
Kalos Management
Georgia
$282K +$21.3K +385 +8%
AIA
154
Arrow Investment Advisors
Maryland
$278K +$17.8K +321 +7%
NAM
155
Nissay Asset Management
Japan
$270K
JFGIW
156
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$257K
ACM
157
AlphaCrest Capital Management
New York
$251K -$517K -9,345 -68%
QCM
158
Quantinno Capital Management
New York
$240K -$36K -651 -13%
PCM
159
Penserra Capital Management
California
$235K +$149K +2,695 +191%
BPCE
160
Bank Pictet & Cie (Europe)
Germany
$230K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$226K -$22.7K -410 -9%
RG
162
Renaissance Group
Kentucky
$225K +$4.32K +78 +2%
Voloridge Investment Management
163
Voloridge Investment Management
Florida
$219K -$878K -15,870 -81%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$219K -$741K -13,392 -78%
CPC
165
Congress Park Capital
New York
$216K +$208K +3,750 New
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$204K +$196K +3,544 New
AIP
167
Ameritas Investment Partners
Nebraska
$197K
VanEck Associates
168
VanEck Associates
New York
$196K +$75.5K +1,365 +67%
FPFS
169
First Personal Financial Services
North Carolina
$170K
PI
170
PEAK6 Investments
Illinois
$148K -$285K -5,156 -67%
CI
171
Clal Insurance
Israel
$131K
AAM
172
Advisors Asset Management
Colorado
$123K -$21.8K -394 -16%
AF
173
Advisornet Financial
Minnesota
$118K -$38.7K -700 -25%
MAM
174
Meeder Asset Management
Ohio
$115K -$425K -7,676 -79%
CFA
175
Carroll Financial Associates
North Carolina
$113K

NHI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2021, worth a combined $1.69B — up 8.6% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NHI and 34 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $22.2M.

  • 228 institutional investors held National Health Investors (NHI) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.69B of National Health Investors stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2021 and 41 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q4 2021 was Lasalle Investment Management Securities, an estimated $20.8M added.
  • The largest National Health Investors seller in Q4 2021 was Goldman Sachs, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.