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National Health Investors

277 hedge funds and large institutions have $2.16B invested in National Health Investors in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

2.75% more ownership

Funds ownership: 65.57%68.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 283277 (-6)

14% less capital invested

Capital invested by funds: $2.52B → $2.16B (-$363M)

21% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.01M

Holders
277
Holders Change
-6
Holders Change %
-2.12%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
112
Reduced
82
Closed
37
Calls
$797K
Puts
$1.01M
Net Calls
-$212K
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
CCC
201
Chelsea Counsel Company
California
$211K
I
202
InceptionR
California
$208K -$364K -4,792 -61%
FPW
203
Fairvoy Private Wealth
Alabama
$208K +$228K +3,000 New
X
204
Xponance
Pennsylvania
$208K +$19.7K +259 +9%
LCM
205
Landscape Capital Management
New Jersey
$202K -$6.31K -83 -3%
Mackenzie Financial
206
Mackenzie Financial
Ontario, Canada
$201K -$228 -3 -0.1%
ECM
207
EMC Capital Management
Texas
$196K +$54.1K +711 +34%
KBC Group
208
KBC Group
Belgium
$140K +$58.4K +768 +61%
SOW
209
State of Wyoming
Wyoming
$127K -$255K -3,353 -65%
AB
210
Amalgamated Bank
New York
$102K
Mirae Asset Global Investments
211
Mirae Asset Global Investments
South Korea
$88.8K -$316K -4,161 -76%
Osaic Holdings
212
Osaic Holdings
Arizona
$85.2K -$53.4K -702 -36%
NA
213
NewEdge Advisors
Louisiana
$83.2K +$91.3K +1,201 New
NSIM
214
North Star Investment Management
Illinois
$79.7K
CT
215
Caldwell Trust
Florida
$76.2K
FMB
216
Field & Main Bank
Kentucky
$69.3K
US Bancorp
217
US Bancorp
Minnesota
$69.1K -$1.67K -22 -2%
BTI
218
Blue Trust Inc
Georgia
$66.9K -$197K -2,591 -73%
Fidelity International
219
Fidelity International
Bermuda
$66.7K +$11.2K +147 +18%
VWM
220
Venturi Wealth Management
Texas
$62.7K +$68.8K +905 New
Jones Financial Companies
221
Jones Financial Companies
Missouri
$61.6K +$60K +789 +781%
GFM
222
GF Fund Management
China
$58.2K +$63.9K +840 New
MCM
223
MAI Capital Management
Ohio
$55.4K +$60.8K +800 New
PD
224
Point72 (DIFC)
United Arab Emirates
$50.8K +$23.7K +311 +74%
AssetMark Inc
225
AssetMark Inc
California
$47.5K +$2.81K +37 +6%

NHI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2024, worth a combined $2.16B — down 14% from $2.52B a quarter earlier.

Fund positioning in NHI was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 112 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.3M. The largest seller was Zimmer Partners, exiting entirely with an estimated $25.2M sold.

  • 277 institutional investors held National Health Investors (NHI) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $2.16B of National Health Investors stock for Q4 2024, down 14% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q4 2024 was Millennium Management, an estimated $35.3M added.
  • The largest National Health Investors seller in Q4 2024 was Zimmer Partners, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.