We are live on ! Find out more
NHI icon

National Health Investors

236 hedge funds and large institutions have $2.43B invested in National Health Investors in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 57

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$24.3M)

0.14% more ownership

Funds ownership: 71.11%71.25% (+0.14%)

4% less funds holding

Funds holding: 245236 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

73% less call options, than puts

Call options by funds: $7.91M | Put options by funds: $29.6M

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
110
Reduced
57
Closed
28
Calls
$7.91M
Puts
$29.6M
Net Calls
-$21.7M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
201
Liberty Wealth Management
California
$79K +$6.99K +90 +10%
DWM
202
Doyle Wealth Management
Florida
$78K +$77.7K +1,000 New
LMAM
203
Legg Mason Asset Management
Japan
$65K -$13.1K -168 -17%
Fifth Third Bancorp
204
Fifth Third Bancorp
Ohio
$62K
QCG
205
Quadrant Capital Group
Ohio
$60K
OAM
206
Oppenheimer Asset Management
New York
$60K +$5.52K +71 +10%
AF
207
Advisornet Financial
Minnesota
$58K
KFA
208
Krane Funds Advisors
New York
$58K +$58.2K +749 New
Ohio Public Employees Retirement System (OPERS)
209
Ohio Public Employees Retirement System (OPERS)
Ohio
$54K -$1.55K -20 -3%
OIA
210
Optimum Investment Advisors
Illinois
$39K
DSC
211
Duncker Streett & Co
Missouri
$32K
TC
212
Truvestments Capital
Florida
$24K
AF
213
Allworth Financial
California
$23K
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$21K -$19.7K -253 -48%
PCP
215
Proficio Capital Partners
Massachusetts
$21K +$2.72K +35 +15%
FMB
216
Field & Main Bank
Kentucky
$16K
FCA
217
FinTrust Capital Advisors
South Carolina
$16K
PI
218
PineBridge Investments
New York
$16K
Rockefeller Capital Management
219
Rockefeller Capital Management
New York
$15K +$14.7K +189 New
QT
220
Quantbot Technologies
New York
$15K +$15.5K +200 New
X
221
Xponance
Pennsylvania
$13K +$13.7K +176 New
BCA
222
Berman Capital Advisors
Georgia
$11K
FHA
223
First Horizon Advisors
Tennessee
$10K -$4.12K -53 -30%
TIM
224
Tortoise Investment Management
New York
$10K
BFEC
225
Benjamin F. Edwards & Company
Missouri
$8K -$7.77K -100 -50%

NHI Hedge Fund Activity: Q2 2019 in Review

236 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2019, worth a combined $2.43B — up 1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NHI and 23 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 110 added.

The largest buyer was Nuveen, adding an estimated $42.7M. The largest seller was Invesco, cutting an estimated $96M.

  • 236 institutional investors held National Health Investors (NHI) as of Q2 2019, down from 245 in Q1 2019.
  • Funds reported $2.43B of National Health Investors stock for Q2 2019, up 1% quarter-over-quarter.
  • 23 funds opened new National Health Investors positions in Q2 2019 and 28 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q2 2019 was Nuveen, an estimated $42.7M added.
  • The largest National Health Investors seller in Q2 2019 was Invesco, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2019.