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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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

0.35% less ownership

Funds ownership: 66.18%65.83% (-0.35%)

1% less funds holding

Funds holding: 183181 (-2)

Holders
181
Holders Change
-2
Holders Change %
-1.09%
% of All Funds
4.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
78
Reduced
52
Closed
20
Calls
$653K
Puts
Net Calls
+$653K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$333M +$13.4M +185,158 +4%
Goldman Sachs
2
Goldman Sachs
New York
$159M +$9.54M +132,217 +6%
Invesco
3
Invesco
Georgia
$148M -$577K -7,988 -0.4%
BIT
4
BlackRock Institutional Trust
California
$82.6M +$6.26M +86,724 +8%
BFA
5
BlackRock Fund Advisors
California
$73.1M +$1.2M +16,613 +2%
GKIM
6
GW&K Investment Management
Massachusetts
$59.7M +$1.54M +21,356 +3%
Northern Trust
7
Northern Trust
Illinois
$57.6M +$5.95M +82,391 +11%
BC
8
Brookfield Corp
Ontario, Canada
$53.4M +$5.75M +79,700 +12%
State Street
9
State Street
Massachusetts
$49.8M +$2.35M +32,534 +5%
N
10
Nuveen
North Carolina
$48M +$13.1M +181,235 +37%
Millennium Management
11
Millennium Management
New York
$33.4M +$2.29M +31,792 +7%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$32.9M -$51.2M -708,982 -61%
JP Morgan Chase
13
JP Morgan Chase
New York
$28.8M -$5.3M -73,363 -15%
HRES
14
Heitman Real Estate Securities
Illinois
$26.6M -$9.32M -129,080 -26%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$24.7M +$3.8M +52,699 +18%
Norges Bank
16
Norges Bank
Norway
$24.7M +$4.27M +59,102 +21%
FMA
17
Fiduciary Management Associates
Illinois
$24.6M +$5.44M +75,290 +28%
CNB
18
City National Bank
California
$24.3M -$354K -4,901 -1%
AAMU
19
APG Asset Management US
New York
$23.7M +$3.46M +47,928 +17%
Westfield Capital Management
20
Westfield Capital Management
Massachusetts
$19.7M +$20M +276,940 New
BG
21
BlackRock Group
United Kingdom
$18.8M -$571K -7,909 -3%
RFC
22
Russell Frank Company
Washington
$18.7M -$1.42M -19,675 -7%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$18.5M -$214K -2,970 -1%
BA
24
BlackRock Advisors
Delaware
$17.5M +$1.22M +16,896 +7%
LDB
25
Lee, Danner & Bass
Tennessee
$16.1M -$72.2K -1,000 -0.4%

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.