National Health Investors
192 hedge funds and large institutions have $1.55B invested in National Health Investors in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 11 closing their positions.
5,042% more call options, than puts
Call options by funds: $4.68M | Put options by funds: $91K
127% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 11
69% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 48
7% more funds holding
Funds holding: 180 → 192 (+12)
2.97% more ownership
Funds ownership: 65.3% → 68.28% (+3%)
3% more capital invested
Capital invested by funds: $1.51B → $1.55B (+$46M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$100M |
| 2 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
+$40.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20M |
| 5 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$115M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$107M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$18.8M |
| 4 |
ESCM
Echo Street Capital Management
New York
|
-$13.7M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$13.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FHA
201
First Horizon Advisors
Memphis,
Tennessee
| – | -$14K | -239 | Closed |
|
|
DLHL
202
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$13K | -225 | Closed |
|
203
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$11K | -200 | Closed |
|
|
FNYS
204
First New York Securities
New York
| – | -$1.32K | -23 | Closed |
|
NHI Hedge Fund Activity: Q4 2015 in Review
192 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2015, worth a combined $1.55B — up 3.1% from $1.51B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new NHI positions and 11 closed out — a net gain of 14 holders — while 81 added to existing stakes and 48 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $115M sold.
- 192 institutional investors held National Health Investors (NHI) as of Q4 2015, up from 180 in Q3 2015.
- Funds reported $1.55B of National Health Investors stock for Q4 2015, up 3.1% quarter-over-quarter.
- 25 funds opened new National Health Investors positions in Q4 2015 and 11 closed out, a net change of +14 holders.
- The largest National Health Investors buyer in Q4 2015 was JP Morgan Chase, an estimated $100M added.
- The largest National Health Investors seller in Q4 2015 was Americafirst Capital Management, an estimated $115M sold.
Based on aggregated 13F filings for Q4 2015.