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National Health Investors

235 hedge funds and large institutions have $1.8B invested in National Health Investors in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 90 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $3.94M | Put options by funds: $2.66M

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

5% more capital invested

Capital invested by funds: $1.71B → $1.8B (+$93.6M)

1% more funds holding

Funds holding: 233235 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.63% less ownership

Funds ownership: 66.12%64.49% (-1.6%)

22% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 90

Holders
235
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
3.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
27
Increased
70
Reduced
90
Closed
21
Calls
$3.94M
Puts
$2.66M
Net Calls
+$1.28M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
201
Concourse Financial Group Securities
Alabama
$27K -$23.5K -412 -48%
EWA
202
EverSource Wealth Advisors
Alabama
$27K +$23.5K +412 +1,177%
SOW
203
State of Wyoming
Wyoming
$26K -$39.6K -695 -62%
HPC
204
HM Payson & Co
Maine
$21K
TWM
205
Tradition Wealth Management
Minnesota
$21K
PA
206
Parallel Advisors
California
$20K -$5.69K -100 -23%
DSC
207
Duncker Streett & Co
Missouri
$18K
SPIA
208
Steward Partners Investment Advisory
New York
$16K -$6.83K -120 -31%
GI
209
Gradient Investments
Minnesota
$16K -$2.68K -47 -15%
SIS
210
Sound Income Strategies
Florida
$14K
VNA
211
Valley National Advisers
Pennsylvania
$14K
APA
212
American Portfolios Advisors
New York
$12.6K +$57 +1 +0.5%
FCA
213
FinTrust Capital Advisors
South Carolina
$12K
HR
214
Howe & Rusling
New York
$11K +$10.5K +185 New
HI
215
Harbour Investments
Wisconsin
$10K +$9.68K +170 New
VVP
216
Venture Visionary Partners
Ohio
$9.09K +$8.54K +150 New
BAM
217
Baldrige Asset Management
Pennsylvania
$6K
MHR
218
Matthew Hamilton Rosenberg
$5K
LC
219
Lindbrook Capital
California
$5K +$2.28K +40 +93%
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
WT
221
Whittier Trust
California
$4K
PTC
222
Private Trust Company
Ohio
$4K +$3.42K +60 New
CAL
223
Capital Analysts LLC
Pennsylvania
$4K +$3.53K +62 New
SWM
224
Sugarloaf Wealth Management
Georgia
$3K
BIA
225
Bell Investment Advisors
California
$3K +$2.56K +45 New