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National Health Investors

233 hedge funds and large institutions have $1.37B invested in National Health Investors in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.29M

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 61.92%61.98% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 242233 (-9)

12% less capital invested

Capital invested by funds: $1.56B → $1.37B (-$190M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
83
Reduced
81
Closed
39
Calls
$2.34M
Puts
$1.29M
Net Calls
+$1.05M
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
176
Ameritas Investment Partners
Nebraska
$186K -$9.04K -165 -5%
ECM
177
EMC Capital Management
Texas
$175K +$21.4K +391 +13%
FPFS
178
First Personal Financial Services
North Carolina
$121K
AF
179
Advisornet Financial
Minnesota
$104K
Fidelity Investments
180
Fidelity Investments
Massachusetts
$85.4K -$24.9K -454 -22%
IA
181
IFP Advisors
Florida
$73K +$164 +3 +0.2%
SN
182
Sittner & Nelson
Oregon
$67.9K
US Bancorp
183
US Bancorp
Minnesota
$65K -$110 -2 -0.2%
SOW
184
State of Wyoming
Wyoming
$64.9K +$45.3K +827 +199%
FMB
185
Field & Main Bank
Kentucky
$62.7K -$11K -200 -14%
MCC
186
Money Concepts Capital
Florida
$62.7K
NSIM
187
North Star Investment Management
Illinois
$60.1K
CT
188
Caldwell Trust
Florida
$57.4K
TRCT
189
Tower Research Capital (TRC)
New York
$50K -$65.3K -1,191 -55%
TWA
190
TCI Wealth Advisors
Arizona
$41.4K +$4.77K +87 +12%
Simplex Trading
191
Simplex Trading
Illinois
$40K +$7.29K +133 +21%
Dimensional Fund Advisors
192
Dimensional Fund Advisors
Texas
$31.7K -$395K -7,205 -1%
Mitsubishi UFJ Trust & Banking
193
Mitsubishi UFJ Trust & Banking
Japan
$30.3K -$44.2K -807 -58%
Rockefeller Capital Management
194
Rockefeller Capital Management
New York
$28K
AssetMark Inc
195
AssetMark Inc
California
$26.1K
AF
196
Allworth Financial
California
$23.9K -$1.92K -35 -7%
CFGS
197
Concourse Financial Group Securities
Alabama
$23.5K
BAM
198
Belpointe Asset Management
Nevada
$23.4K +$24.6K +449 New
ASN
199
Advisory Services Network
Georgia
$22.4K +$23.5K +429 New
SC
200
SouthState Corp
Florida
$17.2K

NHI Hedge Fund Activity: Q4 2022 in Review

233 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2022, worth a combined $1.37B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NHI and 34 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.8M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $54.2M sold.

  • 233 institutional investors held National Health Investors (NHI) as of Q4 2022, down from 242 in Q3 2022.
  • Funds reported $1.37B of National Health Investors stock for Q4 2022, down 12% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2022 and 39 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q4 2022 was Balyasny Asset Management, an estimated $18.8M added.
  • The largest National Health Investors seller in Q4 2022 was Westfield Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2022.