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National Health Investors

193 hedge funds and large institutions have $2.31B invested in National Health Investors in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

12% more capital invested

Capital invested by funds: $2.07B → $2.31B (+$245M)

0.29% more ownership

Funds ownership: 70.89%71.18% (+0.29%)

6% less funds holding

Funds holding: 206193 (-13)

26% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $6.15M

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
92
Reduced
53
Closed
34
Calls
$4.54M
Puts
$6.15M
Net Calls
-$1.61M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
176
Vantage Investment Advisors
Pennsylvania
$18K
BTIS
177
BB&T Investment Services
North Carolina
$17K
DSI
178
Daiwa SB Investments
Japan
$17K +$2.27K +30 +16%
GXMC
179
Global X Management Company
New York
$16K +$10.4K +137 +196%
QCG
180
Quadrant Capital Group
Ohio
$15K
Ohio Public Employees Retirement System (OPERS)
181
Ohio Public Employees Retirement System (OPERS)
Ohio
$15K +$14.3K +189 New
TIM
182
Tortoise Investment Management
New York
$10K
FHA
183
First Horizon Advisors
Tennessee
$9K -$3.71K -49 -30%
BFEC
184
Benjamin F. Edwards & Company
Missouri
$8K
EA
185
Edge Advisors
Georgia
$4K -$2.27K -30 -35%
WA
186
Winfield Associates
Ohio
$4K +$3.63K +48 New
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$4K +$3.78K +50 New
WAM
188
Wealthspire Advisors (Maryland)
Maryland
$4K +$3.86K +51 New
HR
189
Howe & Rusling
New York
$3K -$2.87K -38 -51%
HNB
190
Huntington National Bank
Ohio
$3K
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$2K -$4.01K -53 -67%
GWM
192
Geneos Wealth Management
Colorado
$2K
PA
193
Parallel Advisors
California
$1K
IWM
194
IHT Wealth Management
Illinois
$339 -$15.4K -203 -27%
O
195
OppenheimerFunds
New York
-$14.2M -195,885 Closed
Balyasny Asset Management
196
Balyasny Asset Management
Illinois
-$10.7M -147,886 Closed
MWNA
197
Marshall Wace North America
New York
-$6.79M -93,066 Closed
Canada Pension Plan Investment Board
198
Canada Pension Plan Investment Board
Ontario, Canada
-$5.45M -75,000 Closed
PS
199
Presima Securities
Quebec, Canada
-$4.23M -58,300 Closed
Citadel Advisors
200
Citadel Advisors
Florida
-$4.39M -58,053 Closed

NHI Hedge Fund Activity: Q2 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2017, worth a combined $2.31B — up 12% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.2M sold.

  • 193 institutional investors held National Health Investors (NHI) as of Q2 2017, down from 206 in Q1 2017.
  • Funds reported $2.31B of National Health Investors stock for Q2 2017, up 12% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q2 2017 and 34 closed out, a net change of -13 holders.
  • The largest National Health Investors buyer in Q2 2017 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q2 2017 was OppenheimerFunds, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.