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National Health Investors

163 hedge funds and large institutions have $1.37B invested in National Health Investors in 2014 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 68 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 44

36% more capital invested

Capital invested by funds: $1.01B → $1.37B (+$360M)

9.07% more ownership

Funds ownership: 55.45%64.52% (+9.1%)

2% less funds holding

Funds holding: 166163 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

Holders
163
Holders Change
-3
Holders Change %
-1.81%
% of All Funds
4.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
68
Reduced
44
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$220M +$15M +248,112 +7%
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$200M +$121M +1,995,171 +32,005%
Invesco
3
Invesco
Georgia
$133M +$51M +840,493 +62%
Goldman Sachs
4
Goldman Sachs
New York
$60.1M +$14.7M +241,693 +32%
BIT
5
BlackRock Institutional Trust
California
$57.7M +$856K +14,116 +2%
BFA
6
BlackRock Fund Advisors
California
$47.7M +$847K +13,967 +2%
GKIM
7
GW&K Investment Management
Massachusetts
$44.7M +$1.34M +22,059 +3%
Northern Trust
8
Northern Trust
Illinois
$41.2M -$1.51M -24,909 -4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$38.2M +$12.2M +201,900 +47%
State Street
10
State Street
Massachusetts
$35.4M +$1.6M +26,385 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$34.4M -$6.49M -107,097 -16%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$22.3M +$106K +1,750 +0.5%
Prudential Financial
13
Prudential Financial
New Jersey
$22.2M -$482K -7,942 -2%
Ameriprise
14
Ameriprise
Minnesota
$22M +$5.12M +84,500 +30%
CNB
15
City National Bank
California
$21.5M -$440K -7,256 -2%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$19.7M +$6.55M +108,077 +50%
HRES
17
Heitman Real Estate Securities
Illinois
$18.9M -$5.91M -97,539 -24%
N
18
Nuveen
North Carolina
$18.9M +$6.45M +106,316 +52%
RFC
19
Russell Frank Company
Washington
$17.5M +$615K +10,146 +4%
Norges Bank
20
Norges Bank
Norway
$15.8M
LDB
21
Lee, Danner & Bass
Tennessee
$14.4M
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$12.2M +$1.33M +21,883 +12%
AAMU
23
APG Asset Management US
New York
$12.1M +$12.2M +200,440 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$11.8M +$508K +8,380 +4%
RA
25
Royce & Associates
New York
$10.8M

NHI Hedge Fund Activity: Q1 2014 in Review

163 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2014, worth a combined $1.37B — up 36% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of NHI and 15 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 68 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $121M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $17M.

  • 163 institutional investors held National Health Investors (NHI) as of Q1 2014, down from 166 in Q4 2013.
  • Funds reported $1.37B of National Health Investors stock for Q1 2014, up 36% quarter-over-quarter.
  • 15 funds opened new National Health Investors positions in Q1 2014 and 17 closed out, a net change of -2 holders.
  • The largest National Health Investors buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $121M added.
  • The largest National Health Investors seller in Q1 2014 was Robeco Institutional Asset Management, an estimated $17M sold.

Based on aggregated 13F filings for Q1 2014.