National Health Investors
NHI
221 hedge funds and large institutions have $1.7B invested in National Health Investors in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 21 closing their positions.
650% more call options, than puts
Call options by funds: $2.87M | Put options by funds: $383K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
11% more capital invested
Capital invested by funds: $1.53B → $1.7B (+$168M)
5% more funds holding
Funds holding: 211 → 221 (+10)
0% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 75
0.71% less ownership
Funds ownership: 62.94% → 62.23% (-0.71%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$3.95M |
| 2 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$3.55M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.89M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$2.84M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$12.5M |
| 2 |
Morgan Stanley
New York
|
-$11.7M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$4.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$4.47M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$3.13M |
NHI Hedge Fund Activity: Q1 2024 in Review
221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2024, worth a combined $1.7B — up 11% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new NHI positions and 21 closed out — a net gain of 13 holders — while 75 added to existing stakes and 75 trimmed.
The largest buyer was First Trust Advisors, adding an estimated $3.95M. The largest seller was State Street, cutting an estimated $12.5M.
- 221 institutional investors held National Health Investors (NHI) as of Q1 2024, up from 211 in Q4 2023.
- Funds reported $1.7B of National Health Investors stock for Q1 2024, up 11% quarter-over-quarter.
- 34 funds opened new National Health Investors positions in Q1 2024 and 21 closed out, a net change of +13 holders.
- The largest National Health Investors buyer in Q1 2024 was First Trust Advisors, an estimated $3.95M added.
- The largest National Health Investors seller in Q1 2024 was State Street, an estimated $12.5M sold.
Based on aggregated 13F filings for Q1 2024.