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National Health Investors

239 hedge funds and large institutions have $1.55B invested in National Health Investors in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

0% more funds holding

Funds holding: 239239 (0)

1.98% less ownership

Funds ownership: 65.24%63.26% (-2%)

22% less capital invested

Capital invested by funds: $2B → $1.55B (-$450M)

41% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.53M

Holders
239
Holders Change
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
85
Reduced
76
Closed
33
Calls
$2.69M
Puts
$4.53M
Net Calls
-$1.84M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
FF
201
FourThought Financial
Florida
$46K
WQ
202
Wealth Quarterback
New Jersey
$44K +$230K +3,682 +427%
GWM
203
Geneos Wealth Management
Colorado
$39K
AF
204
Allworth Financial
California
$39K +$26.9K +430 +143%
CI Investments Inc
205
CI Investments Inc
Ontario, Canada
$37K +$1.94K +31 +5%
AssetMark Inc
206
AssetMark Inc
California
$36K -$325K -5,200 -89%
RCA
207
Ranch Capital Advisors
Florida
$34K
GI
208
Gradient Investments
Minnesota
$27K -$10.6M -170,067 -100%
MCM
209
MV Capital Management
Maryland
$27K +$31.7K +507 New
APA
210
American Portfolios Advisors
New York
$24.2K -$24.9K -399 -47%
EDRH
211
Edmond de Rothschild Holding
Switzerland
$21K
SIM
212
Sonora Investment Management
Arizona
$21K
BAM
213
Baldrige Asset Management
Pennsylvania
$21K +$125 +2 +0.5%
TWM
214
Tradition Wealth Management
Minnesota
$20K +$1.75K +28 +8%
DSC
215
Duncker Streett & Co
Missouri
$16K
Mitsubishi UFJ Trust & Banking
216
Mitsubishi UFJ Trust & Banking
Japan
$16K
FPS
217
Fieldpoint Private Securities
Connecticut
$13K -$7.93K -127 -35%
VNA
218
Valley National Advisers
Pennsylvania
$12K
LC
219
Lindbrook Capital
California
$12K +$4.94K +79 +51%
CA
220
Clearstead Advisors
Ohio
$12K +$13.6K +217 New
S
221
SignatureFD
Georgia
$11K -$1.25K -20 -9%
FCA
222
FinTrust Capital Advisors
South Carolina
$11K
HI
223
Harbour Investments
Wisconsin
$11K
AL
224
ADE LLC
Maryland
$8K
MHR
225
Matthew Hamilton Rosenberg
$5K +$5.56K +89 New

NHI Hedge Fund Activity: Q3 2021 in Review

239 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2021, worth a combined $1.55B — down 22% from $2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 33 closed out — a net gain of 4 holders — while 85 added to existing stakes and 76 trimmed.

The largest buyer was Rush Island Management, opening a new position worth an estimated $23.7M. The largest seller was Janus Henderson Group, cutting an estimated $48.8M.

  • 239 institutional investors held National Health Investors (NHI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.55B of National Health Investors stock for Q3 2021, down 22% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2021 and 33 closed out, a net change of +4 holders.
  • The largest National Health Investors buyer in Q3 2021 was Rush Island Management, an estimated $23.7M added.
  • The largest National Health Investors seller in Q3 2021 was Janus Henderson Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2021.