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National Health Investors

228 hedge funds and large institutions have $1.69B invested in National Health Investors in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.55B → $1.69B (+$134M)

0.76% more ownership

Funds ownership: 63.26%64.02% (+0.76%)

5% less funds holding

Funds holding: 239228 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

38% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.1M

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
71
Reduced
88
Closed
41
Calls
$2.55M
Puts
$4.1M
Net Calls
-$1.55M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
S
201
SignatureFD
Georgia
$16K +$3.87K +70 +35%
VNA
202
Valley National Advisers
Pennsylvania
$13K
FPS
203
Fieldpoint Private Securities
Connecticut
$12K -$2.1K -38 -16%
HI
204
Harbour Investments
Wisconsin
$12K
APA
205
American Portfolios Advisors
New York
$11.7K -$13.8K -249 -55%
FCA
206
FinTrust Capital Advisors
South Carolina
$11K
EI
207
Ellevest Inc
New York
$11K +$10.4K +188 New
LC
208
Lindbrook Capital
California
$7K -$6.59K -119 -51%
TWA
209
TCI Wealth Advisors
Arizona
$6K +$5.87K +106 New
MHR
210
Matthew Hamilton Rosenberg
$5K
EWA
211
EverSource Wealth Advisors
Alabama
$5K +$4.92K +89 New
RPCONE
212
Retirement Planning Company of New England
Rhode Island
$5K +$5.53K +100 New
WT
213
Whittier Trust
California
$4K +$3.49K +63 New
CA
214
CoreCap Advisors
Michigan
$4K +$4.15K +75 New
SWM
215
Sugarloaf Wealth Management
Georgia
$3K
CAL
216
Capital Analysts LLC
Pennsylvania
$3K +$55 +1 +2%
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.71K +49 New
M1FG
218
Mach-1 Financial Group
Arkansas
$2K +$2.05K +37 New
Manulife (Manufacturers Life Insurance)
219
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.27K +$2.6K +47 +0.2%
DA
220
Denali Advisors
California
$1K
PCG
221
Private Capital Group
Connecticut
$1K
BIA
222
Bell Investment Advisors
California
$1K +$277 +5 +33%
AAP
223
Arax Advisory Partners
Colorado
$1K +$719 +13 New
ED
224
Exane Derivatives
France
$402
BBHC
225
Brown Brothers Harriman & Co
New York
$115 +$111K +2,000 New

NHI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2021, worth a combined $1.69B — up 8.6% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NHI and 34 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $22.2M.

  • 228 institutional investors held National Health Investors (NHI) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.69B of National Health Investors stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2021 and 41 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q4 2021 was Lasalle Investment Management Securities, an estimated $20.8M added.
  • The largest National Health Investors seller in Q4 2021 was Goldman Sachs, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.