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National Health Investors

228 hedge funds and large institutions have $1.69B invested in National Health Investors in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.55B → $1.69B (+$134M)

0.76% more ownership

Funds ownership: 63.26%64.02% (+0.76%)

5% less funds holding

Funds holding: 239228 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

38% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.1M

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
71
Reduced
88
Closed
41
Calls
$2.55M
Puts
$4.1M
Net Calls
-$1.55M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$80K -$24.1K -435 -24%
SCA
177
Stonebridge Capital Advisors
Minnesota
$77K +$73.7K +1,332 New
SN
178
Sittner & Nelson
Oregon
$75K +$71.9K +1,300 New
Fidelity Investments
179
Fidelity Investments
Massachusetts
$74K -$21.9M -396,501 -100%
SOW
180
State of Wyoming
Wyoming
$64K -$2.49K -45 -4%
CT
181
Caldwell Trust
Florida
$63.2K
Mitsubishi UFJ Trust & Banking
182
Mitsubishi UFJ Trust & Banking
Japan
$57K +$38.8K +701 +232%
NSIM
183
North Star Investment Management
Illinois
$55K
CFGS
184
Concourse Financial Group Securities
Alabama
$53K +$2.05K +37 +4%
FF
185
FourThought Financial
Florida
$50K
AF
186
Allworth Financial
California
$46K +$3.87K +70 +10%
TRCT
187
Tower Research Capital (TRC)
New York
$39K -$48.3K -872 -57%
AssetMark Inc
188
AssetMark Inc
California
$39K
Rockefeller Capital Management
189
Rockefeller Capital Management
New York
$37K -$28.7K -518 -44%
GWM
190
Geneos Wealth Management
Colorado
$35K -$6.36K -115 -16%
C
191
Covestor
United Kingdom
$33K +$31.5K +569 New
SPIA
192
Steward Partners Investment Advisory
New York
$28K -$109K -1,975 -80%
SFM
193
Signet Financial Management
New Jersey
$26K +$24.7K +447 New
BAM
194
Baldrige Asset Management
Pennsylvania
$22K +$111 +2 +0.5%
GI
195
Gradient Investments
Minnesota
$20K -$8.86K -160 -32%
TWM
196
Tradition Wealth Management
Minnesota
$20K -$1.55K -28 -7%
PA
197
Parallel Advisors
California
$20K +$16K +289 +466%
SIS
198
Sound Income Strategies
Florida
$18K -$1.39M -25,031 -99%
DSC
199
Duncker Streett & Co
Missouri
$17K
QCG
200
Quadrant Capital Group
Ohio
$17K +$12.9K +233 +409%

NHI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2021, worth a combined $1.69B — up 8.6% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NHI and 34 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $22.2M.

  • 228 institutional investors held National Health Investors (NHI) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.69B of National Health Investors stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2021 and 41 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q4 2021 was Lasalle Investment Management Securities, an estimated $20.8M added.
  • The largest National Health Investors seller in Q4 2021 was Goldman Sachs, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.