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National Health Investors

242 hedge funds and large institutions have $1.56B invested in National Health Investors in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $1.8M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 235242 (+7)

2.57% less ownership

Funds ownership: 64.49%61.92% (-2.6%)

13% less capital invested

Capital invested by funds: $1.8B → $1.56B (-$239M)

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
62
Reduced
92
Closed
28
Calls
$3.1M
Puts
$1.8M
Net Calls
+$1.3M
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
201
TCI Wealth Advisors
Arizona
$40K
Simplex Trading
202
Simplex Trading
Illinois
$36K -$73K -1,158 -64%
S
203
SignatureFD
Georgia
$31K +$2.4K +38 +7%
Rockefeller Capital Management
204
Rockefeller Capital Management
New York
$30K -$9.2K -146 -21%
AssetMark Inc
205
AssetMark Inc
California
$28K
AF
206
Allworth Financial
California
$28K +$819 +13 +3%
QCG
207
Quadrant Capital Group
Ohio
$25K -$2.27K -36 -8%
CFGS
208
Concourse Financial Group Securities
Alabama
$25K
SOW
209
State of Wyoming
Wyoming
$23K -$693 -11 -3%
TWM
210
Tradition Wealth Management
Minnesota
$20K
SC
211
SouthState Corp
Florida
$19K +$20.8K +330 New
C
212
Covestor
United Kingdom
$18K +$18.1K +288 +900%
PA
213
Parallel Advisors
California
$17K -$1.95K -31 -9%
DSC
214
Duncker Streett & Co
Missouri
$17K
SPIA
215
Steward Partners Investment Advisory
New York
$15K
WWMSC
216
Wagner Wealth Management (South Carolina)
South Carolina
$15K +$16.3K +259 New
APA
217
American Portfolios Advisors
New York
$11.8K +$63 +1 +0.5%
SIS
218
Sound Income Strategies
Florida
$11K -$1.39K -22 -10%
FCA
219
FinTrust Capital Advisors
South Carolina
$11K
UIA
220
Ulland Investment Advisors
Minnesota
$11K +$12.6K +200 New
HI
221
Harbour Investments
Wisconsin
$10K
GI
222
Gradient Investments
Minnesota
$8K -$8.19K -130 -49%
HFM
223
Harvest Fund Management
China
$7K +$7.88K +125 New
BCMLT
224
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
WT
225
Whittier Trust
California
$4K

NHI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2022, worth a combined $1.56B — down 13% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 28 closed out — a net gain of 9 holders — while 62 added to existing stakes and 92 trimmed.

The largest buyer was Prudential Financial, adding an estimated $7.37M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $33M.

  • 242 institutional investors held National Health Investors (NHI) as of Q3 2022, up from 235 in Q2 2022.
  • Funds reported $1.56B of National Health Investors stock for Q3 2022, down 13% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2022 and 28 closed out, a net change of +9 holders.
  • The largest National Health Investors buyer in Q3 2022 was Prudential Financial, an estimated $7.37M added.
  • The largest National Health Investors seller in Q3 2022 was Lasalle Investment Management Securities, an estimated $33M sold.

Based on aggregated 13F filings for Q3 2022.