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National Health Investors
NHI

180 hedge funds and large institutions have $1.51B invested in National Health Investors in 2015 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $167K | Put options by funds: $40K

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

1% less funds holding

Funds holding: 181 → 180 (-1)

2% less capital invested

Capital invested by funds: $1.53B → $1.51B (-$24M)

1.52% less ownership

Funds ownership: 66.82% → 65.3% (-1.5%)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
180
Holders Change
-1
Holders Change %
-0.55%
% of All Funds
5.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
55
Reduced
65
Closed
22
Calls
$167K
Puts
$40K
Net Calls
+$127K
Net Calls Change
+$127K

Top Buyers

1
LIMS
Lasalle Investment Management Securities
Maryland
+$47.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$36.2M
3
Deutsche Bank
Deutsche Bank
Germany
+$23.8M
4
ESCM
Echo Street Capital Management
New York
+$20.5M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$6.26M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$45.2M
2
JP Morgan Chase
JP Morgan Chase
New York
-$31M
3
HRES
Heitman Real Estate Securities
Illinois
-$22.7M
4
FMA
Fiduciary Management Associates
Illinois
-$20.3M
5
BC
Brookfield Corp
Ontario, Canada
-$20M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$274M +$1.3M +21,518 +0.5%
ACM
2
Americafirst Capital Management
California
$115M +$121K +2,006 New
Invesco
3
Invesco
Georgia
$113M -$2.31M -38,201 -2%
Goldman Sachs
4
Goldman Sachs
New York
$85M -$45.2M -747,689 -34%
Deutsche Bank
5
Deutsche Bank
Germany
$83.2M +$23.8M +393,421 +37%
BIT
6
BlackRock Institutional Trust
California
$65.8M -$88.6K -1,465 -0.1%
BFA
7
BlackRock Fund Advisors
California
$52.8M -$687K -11,364 -1%
GKIM
8
GW&K Investment Management
Massachusetts
$50M +$2.12M +35,095 +4%
Northern Trust
9
Northern Trust
Illinois
$47.5M +$1.03M +17,105 +2%
LIMS
10
Lasalle Investment Management Securities
Maryland
$44.8M +$47.1M +779,309 New
State Street
11
State Street
Massachusetts
$39.4M -$1.6M -26,441 -4%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$34.5M +$36.2M +599,700 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$26M +$3.59M +59,413 +15%
Millennium Management
14
Millennium Management
New York
$23.4M -$4.16M -68,836 -14%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$22.9M +$6.02M +99,622 +33%
Norges Bank
16
Norges Bank
Norway
$20M – – –
ESCM
17
Echo Street Capital Management
New York
$19.5M +$20.5M +339,435 New
BC
18
Brookfield Corp
Ontario, Canada
$18.8M -$20M -331,232 -50%
CNB
19
City National Bank
California
$17.7M -$1.86M -30,835 -9%
Bank of America
20
Bank of America
North Carolina
$16.1M +$2.79M +46,199 +20%
RFC
21
Russell Frank Company
Washington
$14.3M -$3.01M -49,850 -17%
Westfield Capital Management
22
Westfield Capital Management
Massachusetts
$13.8M -$491K -8,120 -3%
BG
23
BlackRock Group
United Kingdom
$13.1M -$2.82M -46,600 -17%
LDB
24
Lee, Danner & Bass
Tennessee
$12.8M – – –
Bank of New York Mellon
25
Bank of New York Mellon
New York
$12.4M -$1.86M -30,767 -13%
1
2 3 4 5

NHI Hedge Fund Activity: Q3 2015 in Review

180 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2015, worth a combined $1.51B — down 1.6% from $1.53B a quarter earlier.

Fund positioning in NHI was balanced in Q3 2015: 22 funds opened new positions, 22 closed out, 55 added to existing stakes and 65 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $47.1M. The largest seller was Goldman Sachs, cutting an estimated $45.2M.

  • 180 institutional investors held National Health Investors (NHI) as of Q3 2015, down from 181 in Q2 2015.
  • Funds reported $1.51B of National Health Investors stock for Q3 2015, down 1.6% quarter-over-quarter.
  • 22 funds opened new National Health Investors positions in Q3 2015 and 22 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q3 2015 was Lasalle Investment Management Securities, an estimated $47.1M added.
  • The largest National Health Investors seller in Q3 2015 was Goldman Sachs, an estimated $45.2M sold.

Based on aggregated 13F filings for Q3 2015.