National Health Investors
170 hedge funds and large institutions have $1.22B invested in National Health Investors in 2014 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 51 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
39% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 51
4% more funds holding
Funds holding: 163 → 170 (+7)
5.63% less ownership
Funds ownership: 64.52% → 58.89% (-5.6%)
11% less capital invested
Capital invested by funds: $1.37B → $1.22B (-$151M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$25.2M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$16.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.3M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$5.23M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$123M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$21.4M |
| 3 |
Bank of New York Mellon
New York
|
-$21.1M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$19.7M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$6.79M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMDAM
176
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| – | -$309K | -5,121 | Closed |
|
|
PC
177
Passport Capital
San Francisco,
California
| – | -$299K | -4,946 | Closed |
|
178
LPL Financial
San Diego,
California
| – | -$203K | -3,362 | Closed |
|
|
QT
179
Quantbot Technologies
New York
| – | -$157K | -2,600 | Closed |
|
|
BEAM
180
Baker Ellis Asset Management
Vancouver,
Washington
| – | -$121K | -2,000 | Closed |
|
|
GF
181
Gerstein Fisher
New York
| – | +$145K | +2,344 | +17% |
|
NHI Hedge Fund Activity: Q2 2014 in Review
170 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2014, worth a combined $1.22B — down 11% from $1.37B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new NHI positions and 11 closed out — a net gain of 7 holders — while 71 added to existing stakes and 51 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $25.2M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $123M.
- 170 institutional investors held National Health Investors (NHI) as of Q2 2014, up from 163 in Q1 2014.
- Funds reported $1.22B of National Health Investors stock for Q2 2014, down 11% quarter-over-quarter.
- 18 funds opened new National Health Investors positions in Q2 2014 and 11 closed out, a net change of +7 holders.
- The largest National Health Investors buyer in Q2 2014 was Goldman Sachs, an estimated $25.2M added.
- The largest National Health Investors seller in Q2 2014 was BNP Paribas Financial Markets, an estimated $123M sold.
Based on aggregated 13F filings for Q2 2014.