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National Health Investors

206 hedge funds and large institutions have $2.28B invested in National Health Investors in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

7% more funds holding

Funds holding: 193206 (+13)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0.87% more ownership

Funds ownership: 71.18%72.05% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.28B (-$26.6M)

69% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $11.6M

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
71
Reduced
70
Closed
12
Calls
$3.65M
Puts
$11.6M
Net Calls
-$7.97M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$70K +$7.82K +100 +12%
OAM
177
Oppenheimer Asset Management
New York
$60K +$704 +9 +1%
IA
178
IFP Advisors
Florida
$57K -$469 -6 -0.8%
Envestnet Asset Management
179
Envestnet Asset Management
Illinois
$54K -$53.9K -689 -49%
AIL
180
AGF Investments LLC
Ontario, Canada
$52K -$782 -10 -1%
HMS
181
Hanseatic Management Services
New Mexico
$43K +$16.4K +210 +60%
IDBONY
182
Israel Discount Bank of New York
New York
$42K
SEI Investments
183
SEI Investments
Pennsylvania
$41K -$243K -3,109 -86%
PCM
184
Penserra Capital Management
California
$41K +$42.2K +540 New
AssetMark Inc
185
AssetMark Inc
California
$36K
DSC
186
Duncker Streett & Co
Missouri
$32K
Ohio Public Employees Retirement System (OPERS)
187
Ohio Public Employees Retirement System (OPERS)
Ohio
$29K +$14.4K +184 +97%
MFW
188
Mosaic Family Wealth
Missouri
$28K +$4.69K +60 +20%
GXMC
189
Global X Management Company
New York
$19K +$2.66K +34 +16%
VIA
190
Vantage Investment Advisors
Pennsylvania
$18K
BTIS
191
BB&T Investment Services
North Carolina
$17K
DSI
192
Daiwa SB Investments
Japan
$17K
QCG
193
Quadrant Capital Group
Ohio
$15K
BFEC
194
Benjamin F. Edwards & Company
Missouri
$15K +$7.82K +100 +100%
IWM
195
IHT Wealth Management
Illinois
$12K -$31.3K -400 -73%
TIM
196
Tortoise Investment Management
New York
$10K
QT
197
Quantbot Technologies
New York
$9K +$9.78K +125 New
CG
198
Cutler Group
California
$8K -$21.1K -270 -71%
FHA
199
First Horizon Advisors
Tennessee
$7K -$1.64K -21 -18%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$4K

NHI Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2017, worth a combined $2.28B — down 1.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 12 closed out — a net gain of 13 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 206 institutional investors held National Health Investors (NHI) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $2.28B of National Health Investors stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q3 2017 and 12 closed out, a net change of +13 holders.
  • The largest National Health Investors buyer in Q3 2017 was Goldman Sachs, an estimated $53.5M added.
  • The largest National Health Investors seller in Q3 2017 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.