National Health Investors
NHI
227 hedge funds and large institutions have $1.42B invested in National Health Investors in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 75 reducing their positions, and 33 closing their positions.
65% more call options, than puts
Call options by funds: $2.28M | Put options by funds: $1.38M
1.5% more ownership
Funds ownership: 61.98% → 63.48% (+1.5%)
9% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 75
3% more capital invested
Capital invested by funds: $1.37B → $1.42B (+$46.3M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 233 → 227 (-6)
15% less first-time investments, than exits
New positions opened: 28 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$59M |
| 2 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$14.3M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$12.4M |
| 4 |
Walleye Capital
New York
|
+$11.6M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$18M |
| 2 |
Millennium Management
New York
|
-$15.5M |
| 3 |
Bank of New York Mellon
New York
|
-$8.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$8.3M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$7.9M |
NHI Hedge Fund Activity: Q1 2023 in Review
227 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2023, worth a combined $1.42B — up 3.4% from $1.37B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of NHI and 28 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 82 added.
The largest buyer was Principal Financial Group, opening a new position worth an estimated $59M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $18M sold.
- 227 institutional investors held National Health Investors (NHI) as of Q1 2023, down from 233 in Q4 2022.
- Funds reported $1.42B of National Health Investors stock for Q1 2023, up 3.4% quarter-over-quarter.
- 28 funds opened new National Health Investors positions in Q1 2023 and 33 closed out, a net change of -5 holders.
- The largest National Health Investors buyer in Q1 2023 was Principal Financial Group, an estimated $59M added.
- The largest National Health Investors seller in Q1 2023 was Balyasny Asset Management, an estimated $18M sold.
Based on aggregated 13F filings for Q1 2023.