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National Health Investors
NHI

Overview Fund Activity

220 hedge funds and large institutions have $1.7B invested in National Health Investors in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+10
Holders Change %
+4.76%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
75
Closed
21
Calls
$2.87M
Puts
$383K
Net Calls
+$2.49M
Net Calls Change
+$1.68M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$7.65M
2
JAM
Jupiter Asset Management
United Kingdom
$4.83M
3
Deutsche Bank
Deutsche Bank
Germany
$8.6M
4
Prudential Financial
Prudential Financial
New Jersey
$4.87M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$3.38M

Top Sellers

1
State Street
State Street
Massachusetts
$120M
2
Morgan Stanley
Morgan Stanley
New York
$13M
3
WCP
Waterfront Capital Partners
New York
$19.1M
4
Principal Financial Group
Principal Financial Group
Iowa
$113M
5
Invesco
Invesco
Georgia
$6.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
201
Bell Investment Advisors
California
$4.96K +$3.46K +55 +229%
CJ
202
Caitlin John
Michigan
$4.95K +$125 +2 +3%
GI
203
Gradient Investments
Minnesota
$4.9K – – –
PA
204
Parallel Advisors
California
$4.71K -$2.7K -43 -36%
MG
205
Mather Group
Illinois
$4.25K +$4.25K +76 New
WT
206
Whittier Trust
California
$3.96K – – –
LC
207
Lindbrook Capital
California
$3.77K +$1.45K +23 +62%
PPC
208
Park Place Capital
Alabama
$3.14K – – –
SWM
209
Sugarloaf Wealth Management
Georgia
$2.77K – – –
BTI
210
Blue Trust Inc
Georgia
$1.7K -$8.54K -136 -83%
GRP
211
Global Retirement Partners
California
$1.63K – – –
AWM
212
Avior Wealth Management
Nebraska
$1.19K +$1.19K +19 New
FFA
213
Farther Finance Advisors
California
$1.05K – – –
AAP
214
Arax Advisory Partners
Colorado
$817 – – –
DA
215
Denali Advisors
California
$565 +$565 +9 New
GI
216
GAMMA Investing
California
$503 – – –
LFG
217
Larson Financial Group
Missouri
$381 – – –
RIL
218
Rothschild Investment LLC
Illinois
$314 +$314 +5 New
CWA
219
Carolina Wealth Advisors
South Carolina
$251 – – –
Squarepoint
220
Squarepoint
New York
– -$1.26M -22,629 Closed
ACMA
221
Arbor Capital Management (Alaska)
Alaska
– -$1.21M -22,308 Closed
OMC
222
Old Mission Capital
Illinois
– -$1.18M -21,215 Closed
RWA
223
Redmont Wealth Advisors
Illinois
– -$549K -9,831 Closed
EP
224
Edgestream Partners
New Jersey
– -$534K -9,564 Closed
AM
225
AGF Management
Ontario, Canada
– -$468K -8,383 Closed
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