National Health Investors
181 hedge funds and large institutions have $1.76B invested in National Health Investors in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 78 increasing their positions, 52 reducing their positions, and 20 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 52
5% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 20
3% more capital invested
Capital invested by funds: $1.71B → $1.76B (+$47.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.35% less ownership
Funds ownership: 66.18% → 65.83% (-0.35%)
1% less funds holding
Funds holding: 183 → 181 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Westfield Capital Management
Boston,
Massachusetts
|
+$20M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$13.4M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$13.1M |
| 4 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$11.3M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$51.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.2M |
| 3 |
RA
Royce & Associates
New York
|
-$12.5M |
| 4 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$9.32M |
| 5 |
FAAM
First Allied Asset Management
San Diego,
California
|
-$6.97M |
NHI Hedge Fund Activity: Q1 2015 in Review
181 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2015, worth a combined $1.76B — up 2.8% from $1.71B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new NHI positions and 20 closed out — a net gain of 1 holder — while 78 added to existing stakes and 52 trimmed.
The largest buyer was Westfield Capital Management, opening a new position worth an estimated $20M. The largest seller was Bank of New York Mellon, cutting an estimated $51.2M.
- 181 institutional investors held National Health Investors (NHI) as of Q1 2015, down from 183 in Q4 2014.
- Funds reported $1.76B of National Health Investors stock for Q1 2015, up 2.8% quarter-over-quarter.
- 21 funds opened new National Health Investors positions in Q1 2015 and 20 closed out, a net change of +1 holder.
- The largest National Health Investors buyer in Q1 2015 was Westfield Capital Management, an estimated $20M added.
- The largest National Health Investors seller in Q1 2015 was Bank of New York Mellon, an estimated $51.2M sold.
Based on aggregated 13F filings for Q1 2015.