National Health Investors
NHI
283 hedge funds and large institutions have $2.52B invested in National Health Investors in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 86 increasing their positions, 91 reducing their positions, and 15 closing their positions.
347% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 15
67% more call options, than puts
Call options by funds: $815K | Put options by funds: $488K
36% more capital invested
Capital invested by funds: $1.86B → $2.52B (+$663M)
23% more funds holding
Funds holding: 231 → 283 (+52)
2.25% more ownership
Funds ownership: 63.32% → 65.57% (+2.2%)
5% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 91
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
+$27.5M |
| 2 |
ZP
Zimmer Partners
New York
|
+$23.1M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$22.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$16.3M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$14.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$15.5M |
| 2 |
LBIM
Land & Buildings Investment Management
Stamford,
Connecticut
|
-$15M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$8.9M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.32M |
NHI Hedge Fund Activity: Q3 2024 in Review
283 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2024, worth a combined $2.52B — up 36% from $1.86B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new NHI positions and 15 closed out — a net gain of 52 holders — while 86 added to existing stakes and 91 trimmed.
The largest buyer was Prudential Financial, adding an estimated $27.5M. The largest seller was Principal Financial Group, cutting an estimated $15.5M.
- 283 institutional investors held National Health Investors (NHI) as of Q3 2024, up from 231 in Q2 2024.
- Funds reported $2.52B of National Health Investors stock for Q3 2024, up 36% quarter-over-quarter.
- 67 funds opened new National Health Investors positions in Q3 2024 and 15 closed out, a net change of +52 holders.
- The largest National Health Investors buyer in Q3 2024 was Prudential Financial, an estimated $27.5M added.
- The largest National Health Investors seller in Q3 2024 was Principal Financial Group, an estimated $15.5M sold.
Based on aggregated 13F filings for Q3 2024.