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National Health Investors

183 hedge funds and large institutions have $1.71B invested in National Health Investors in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,700% more call options, than puts

Call options by funds: $812K | Put options by funds: $14K

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

81% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 43

56% more capital invested

Capital invested by funds: $1.1B → $1.71B (+$611M)

9% more funds holding

Funds holding: 168183 (+15)

8.06% more ownership

Funds ownership: 58.12%66.18% (+8.1%)

Holders
183
Holders Change
+15
Holders Change %
+8.93%
% of All Funds
4.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
78
Reduced
43
Closed
18
Calls
$812K
Puts
$14K
Net Calls
+$798K
Net Calls Change
+$912K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$315M +$38.7M +596,140 +15%
Goldman Sachs
2
Goldman Sachs
New York
$148M +$46.3M +712,960 +51%
Invesco
3
Invesco
Georgia
$147M -$6.46M -99,455 -5%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$82M +$48M +739,303 +171%
BIT
5
BlackRock Institutional Trust
California
$75.3M +$6.31M +97,114 +10%
BFA
6
BlackRock Fund Advisors
California
$70.9M +$16.3M +250,590 +33%
GKIM
7
GW&K Investment Management
Massachusetts
$57.3M +$1.88M +28,885 +4%
Northern Trust
8
Northern Trust
Illinois
$50.9M +$3.04M +46,751 +7%
BC
9
Brookfield Corp
Ontario, Canada
$47M +$43.7M +672,291 New
State Street
10
State Street
Massachusetts
$46.8M +$3.52M +54,165 +9%
HRES
11
Heitman Real Estate Securities
Illinois
$35.2M +$8.87M +136,485 +37%
N
12
Nuveen
North Carolina
$34.6M +$14.2M +218,807 +79%
JP Morgan Chase
13
JP Morgan Chase
New York
$33.5M +$31.1M +478,500 New
Millennium Management
14
Millennium Management
New York
$30.7M +$12.5M +192,920 +78%
CNB
15
City National Bank
California
$24.3M +$196K +3,019 +0.9%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$20.7M +$1.71M +26,365 +10%
Norges Bank
17
Norges Bank
Norway
$20.2M +$417K +6,422 +2%
AAMU
18
APG Asset Management US
New York
$20M
RFC
19
Russell Frank Company
Washington
$19.4M +$2.43M +37,356 +15%
Ameriprise
20
Ameriprise
Minnesota
$19.4M -$10.1M -155,174 -36%
BG
21
BlackRock Group
United Kingdom
$19.1M +$4.11M +63,194 +30%
FMA
22
Fiduciary Management Associates
Illinois
$19M +$17.6M +271,602 New
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$18.4M +$8.7M +133,989 +104%
O
24
OppenheimerFunds
New York
$17M +$5.25M +80,870 +50%
BA
25
BlackRock Advisors
Delaware
$16.1M +$12.9M +199,286 +656%

NHI Hedge Fund Activity: Q4 2014 in Review

183 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2014, worth a combined $1.71B — up 56% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 18 closed out — a net gain of 16 holders — while 78 added to existing stakes and 43 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $48M. The largest seller was Ameriprise, cutting an estimated $10.1M.

  • 183 institutional investors held National Health Investors (NHI) as of Q4 2014, up from 168 in Q3 2014.
  • Funds reported $1.71B of National Health Investors stock for Q4 2014, up 56% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2014 and 18 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q4 2014 was Bank of New York Mellon, an estimated $48M added.
  • The largest National Health Investors seller in Q4 2014 was Ameriprise, an estimated $10.1M sold.

Based on aggregated 13F filings for Q4 2014.