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National Health Investors

239 hedge funds and large institutions have $1.55B invested in National Health Investors in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

0% more funds holding

Funds holding: 239239 (0)

1.98% less ownership

Funds ownership: 65.24%63.26% (-2%)

22% less capital invested

Capital invested by funds: $2B → $1.55B (-$450M)

41% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.53M

Holders
239
Holders Change
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
85
Reduced
76
Closed
33
Calls
$2.69M
Puts
$4.53M
Net Calls
-$1.84M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
176
Virtu Financial
New York
$212K +$248K +3,966 New
RG
177
Renaissance Group
Kentucky
$205K +$10.2K +163 +4%
CM
178
Capula Management
Cayman Islands
$200K +$234K +3,743 New
New York State Teachers Retirement System (NYSTRS)
179
New York State Teachers Retirement System (NYSTRS)
New York
$198K
AIP
180
Ameritas Investment Partners
Nebraska
$184K
AWA
181
Arkadios Wealth Advisors
Georgia
$169K -$6.31K -101 -3%
FPFS
182
First Personal Financial Services
North Carolina
$159K
AF
183
Advisornet Financial
Minnesota
$147K
AAM
184
Advisors Asset Management
Colorado
$136K -$73.5K -1,177 -32%
SPIA
185
Steward Partners Investment Advisory
New York
$132K +$137K +2,195 +807%
CI
186
Clal Insurance
Israel
$122K -$40K -640 -22%
VanEck Associates
187
VanEck Associates
New York
$109K +$17.2K +275 +16%
CFA
188
Carroll Financial Associates
North Carolina
$107K
JCM
189
Jacobi Capital Management
Pennsylvania
$104K +$1.63K +26 +1%
US Bancorp
190
US Bancorp
Minnesota
$98K -$2.37K -38 -2%
TRCT
191
Tower Research Capital (TRC)
New York
$82K -$1.87K -30 -2%
PHK
192
Point72 Hong Kong
Hong Kong
$77K +$90K +1,441 New
PCM
193
Penserra Capital Management
California
$75K +$88.1K +1,410 New
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$62K +$32.4K +518 +79%
SOW
195
State of Wyoming
Wyoming
$62K +$32.7K +523 +82%
CT
196
Caldwell Trust
Florida
$58.9K
NSIM
197
North Star Investment Management
Illinois
$51K
QT
198
Quantbot Technologies
New York
$50K +$58.9K +943 New
LWM
199
Liberty Wealth Management
California
$49K
CFGS
200
Concourse Financial Group Securities
Alabama
$47K +$3.06K +49 +6%

NHI Hedge Fund Activity: Q3 2021 in Review

239 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2021, worth a combined $1.55B — down 22% from $2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 33 closed out — a net gain of 4 holders — while 85 added to existing stakes and 76 trimmed.

The largest buyer was Rush Island Management, opening a new position worth an estimated $23.7M. The largest seller was Janus Henderson Group, cutting an estimated $48.8M.

  • 239 institutional investors held National Health Investors (NHI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.55B of National Health Investors stock for Q3 2021, down 22% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2021 and 33 closed out, a net change of +4 holders.
  • The largest National Health Investors buyer in Q3 2021 was Rush Island Management, an estimated $23.7M added.
  • The largest National Health Investors seller in Q3 2021 was Janus Henderson Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2021.