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National Health Investors

181 hedge funds and large institutions have $1.53B invested in National Health Investors in 2015 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

0.99% more ownership

Funds ownership: 65.83%66.82% (+0.99%)

0% more funds holding

Funds holding: 181181 (0)

13% less capital invested

Capital invested by funds: $1.76B → $1.53B (-$225M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
181
Holders Change
Holders Change %
0%
% of All Funds
4.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
65
Reduced
57
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$295M +$3.5M +52,405 +1%
Goldman Sachs
2
Goldman Sachs
New York
$139M -$921K -13,775 -0.6%
Invesco
3
Invesco
Georgia
$125M -$4.99M -74,619 -4%
BIT
4
BlackRock Institutional Trust
California
$71.4M -$1.16M -17,392 -1%
Deutsche Bank
5
Deutsche Bank
Germany
$65.6M +$56.9M +851,014 +421%
BFA
6
BlackRock Fund Advisors
California
$57.9M -$6.66M -99,582 -10%
GKIM
7
GW&K Investment Management
Massachusetts
$52M -$405K -6,058 -0.7%
Northern Trust
8
Northern Trust
Illinois
$50.4M -$153K -2,285 -0.3%
State Street
9
State Street
Massachusetts
$44.3M +$671K +10,041 +1%
BC
10
Brookfield Corp
Ontario, Canada
$41M -$6.24M -93,311 -12%
JP Morgan Chase
11
JP Morgan Chase
New York
$34.8M +$10.3M +153,363 +38%
Millennium Management
12
Millennium Management
New York
$29.7M +$343K +5,134 +1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$24.5M +$2.98M +44,562 +13%
HRES
14
Heitman Real Estate Securities
Illinois
$22.7M -$656K -9,810 -3%
Norges Bank
15
Norges Bank
Norway
$21.6M
CNB
16
City National Bank
California
$21.1M -$319K -4,776 -1%
FMA
17
Fiduciary Management Associates
Illinois
$20.3M -$1.46M -21,799 -6%
RFC
18
Russell Frank Company
Washington
$18.6M +$2.4M +35,887 +14%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$18.6M +$2.55M +38,068 +15%
BG
20
BlackRock Group
United Kingdom
$17.1M +$595K +8,899 +3%
BA
21
BlackRock Advisors
Delaware
$15.5M +$170K +2,545 +1%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$15.5M -$1.89M -28,202 -10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.3M -$14.5M -216,619 -47%
Bank of America
24
Bank of America
North Carolina
$14.5M +$2.38M +35,550 +18%
LDB
25
Lee, Danner & Bass
Tennessee
$13.8M -$267K -4,000 -2%

NHI Hedge Fund Activity: Q2 2015 in Review

181 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2015, worth a combined $1.53B — down 13% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new NHI positions and 17 closed out — a net gain of 1 holder — while 65 added to existing stakes and 57 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $56.9M. The largest seller was Bank of New York Mellon, cutting an estimated $14.5M.

  • 181 institutional investors held National Health Investors (NHI) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $1.53B of National Health Investors stock for Q2 2015, down 13% quarter-over-quarter.
  • 18 funds opened new National Health Investors positions in Q2 2015 and 17 closed out, a net change of +1 holder.
  • The largest National Health Investors buyer in Q2 2015 was Deutsche Bank, an estimated $56.9M added.
  • The largest National Health Investors seller in Q2 2015 was Bank of New York Mellon, an estimated $14.5M sold.

Based on aggregated 13F filings for Q2 2015.