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National Health Investors

145 hedge funds and large institutions have $740M invested in National Health Investors in 2013 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

0.53% less ownership

Funds ownership: 47.35%46.81% (-0.53%)

5% less funds holding

Funds holding: 153145 (-8)

6% less capital invested

Capital invested by funds: $790M → $740M (-$50.4M)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
145
Holders Change
-8
Holders Change %
-5.23%
% of All Funds
4.7%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
51
Reduced
51
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$162M -$847K -14,202 -0.5%
BIT
2
BlackRock Institutional Trust
California
$47.9M +$445K +7,467 +0.9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$45.5M -$9.55M -160,000 -17%
BFA
4
BlackRock Fund Advisors
California
$39.5M +$3.96M +66,427 +11%
GKIM
5
GW&K Investment Management
Massachusetts
$39.1M +$5.08M +85,139 +14%
Northern Trust
6
Northern Trust
Illinois
$35M -$153K -2,558 -0.4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$30M -$2.18M -36,611 -7%
State Street
8
State Street
Massachusetts
$28.4M +$170K +2,843 +0.6%
CNB
9
City National Bank
California
$21.7M -$396K -6,630 -2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$19.3M +$1.89M +31,640 +10%
Robeco Institutional Asset Management
11
Robeco Institutional Asset Management
Netherlands
$16.5M
Norges Bank
12
Norges Bank
Norway
$14.9M
LDB
13
Lee, Danner & Bass
Tennessee
$14.4M
HRES
14
Heitman Real Estate Securities
Illinois
$13.5M -$538K -9,025 -4%
Ameriprise
15
Ameriprise
Minnesota
$12.3M +$860K +14,418 +7%
Renaissance Technologies
16
Renaissance Technologies
New York
$10.7M -$1.35M -22,695 -11%
RA
17
Royce & Associates
New York
$10.2M
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$9.44M +$536K +8,978 +6%
BG
19
BlackRock Group
United Kingdom
$7.71M -$9.66K -162 -0.1%
TCIM
20
TIAA CREF Investment Management
New York
$7.58M -$201K -3,362 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$6.69M +$578K +9,697 +9%
NAM
22
Netols Asset Management
Wisconsin
$6.68M -$502K -8,420 -7%
Public Employees Retirement Association of Colorado
23
Public Employees Retirement Association of Colorado
Colorado
$6.35M -$41.8K -700 -0.6%
TA
24
Teachers Advisors
New York
$5.48M -$27.7K -465 -0.5%
Asset Management One
25
Asset Management One
Japan
$5.24M -$400K -6,710 -7%

NHI Hedge Fund Activity: Q3 2013 in Review

145 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2013, worth a combined $740M — down 6.4% from $790M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of NHI and 6 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 51 added.

The largest buyer was GW&K Investment Management, adding an estimated $5.08M. The largest seller was Fidelity Investments, cutting an estimated $9.55M.

  • 145 institutional investors held National Health Investors (NHI) as of Q3 2013, down from 153 in Q2 2013.
  • Funds reported $740M of National Health Investors stock for Q3 2013, down 6.4% quarter-over-quarter.
  • 6 funds opened new National Health Investors positions in Q3 2013 and 13 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q3 2013 was GW&K Investment Management, an estimated $5.08M added.
  • The largest National Health Investors seller in Q3 2013 was Fidelity Investments, an estimated $9.55M sold.

Based on aggregated 13F filings for Q3 2013.