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National Health Investors

277 hedge funds and large institutions have $2.16B invested in National Health Investors in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

2.75% more ownership

Funds ownership: 65.57%68.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 283277 (-6)

14% less capital invested

Capital invested by funds: $2.52B → $2.16B (-$363M)

21% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.01M

Holders
277
Holders Change
-6
Holders Change %
-2.12%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
112
Reduced
82
Closed
37
Calls
$797K
Puts
$1.01M
Net Calls
-$212K
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
176
Brown Advisory
Maryland
$288K +$3.96K +52 +1%
AWS
177
Atria Wealth Solutions
New York
$276K -$110K -1,447 -27%
TC
178
Trust Company
Kansas
$275K
Robeco Institutional Asset Management
179
Robeco Institutional Asset Management
Netherlands
$272K -$5.7K -75 -2%
Neuberger Berman Group
180
Neuberger Berman Group
New York
$271K -$19.5K -256 -6%
CWM
181
CIBC World Markets
New York
$271K +$298K +3,916 New
Wolverine Trading
182
Wolverine Trading
Illinois
$271K +$299K +3,928 New
OAC
183
OMERS Administration Corp
Ontario, Canada
$270K +$297K +3,900 New
New York State Teachers Retirement System (NYSTRS)
184
New York State Teachers Retirement System (NYSTRS)
New York
$265K
Jane Street
185
Jane Street
New York
$264K -$4.28M -56,287 -94%
M&T Bank
186
M&T Bank
New York
$263K -$8.37K -110 -3%
TI
187
Tidal Investments
Wisconsin
$257K -$232K -3,057 -45%
NW
188
NewEdge Wealth
Pennsylvania
$255K +$280K +3,681 New
PNC Financial Services Group
189
PNC Financial Services Group
Pennsylvania
$253K -$38.8K -510 -12%
DCM
190
DGS Capital Management
New Jersey
$247K -$97.1K -1,277 -26%
ADMI
191
Albert D. Mason Inc
Massachusetts
$247K +$1.29K +17 +0.5%
EWA
192
EP Wealth Advisors
California
$245K +$269K +3,531 New
RG
193
Renaissance Group
Kentucky
$240K -$16.7K -219 -6%
Fidelity Investments
194
Fidelity Investments
Massachusetts
$239K +$60.9K +801 +30%
CA
195
CapWealth Advisors
Tennessee
$239K +$34.8K +458 +15%
ET
196
Equitable Trust
Tennessee
$229K
Wealth Enhancement Advisory Services
197
Wealth Enhancement Advisory Services
Minnesota
$226K +$247K +3,254 New
Allspring Global Investments
198
Allspring Global Investments
North Carolina
$218K +$120K +1,573 +100%
SJL
199
Shayne & Jacobs LLC
Tennessee
$215K
SCM
200
Sterling Capital Management
North Carolina
$215K +$89.4K +1,175 +61%

NHI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2024, worth a combined $2.16B — down 14% from $2.52B a quarter earlier.

Fund positioning in NHI was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 112 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.3M. The largest seller was Zimmer Partners, exiting entirely with an estimated $25.2M sold.

  • 277 institutional investors held National Health Investors (NHI) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $2.16B of National Health Investors stock for Q4 2024, down 14% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q4 2024 was Millennium Management, an estimated $35.3M added.
  • The largest National Health Investors seller in Q4 2024 was Zimmer Partners, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.