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National Health Investors

192 hedge funds and large institutions have $1.55B invested in National Health Investors in 2015 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 81 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,042% more call options, than puts

Call options by funds: $4.68M | Put options by funds: $91K

127% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 11

69% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 48

7% more funds holding

Funds holding: 180192 (+12)

2.97% more ownership

Funds ownership: 65.3%68.28% (+3%)

3% more capital invested

Capital invested by funds: $1.51B → $1.55B (+$46M)

Holders
192
Holders Change
+12
Holders Change %
+6.67%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
81
Reduced
48
Closed
11
Calls
$4.68M
Puts
$91K
Net Calls
+$4.59M
Net Calls Change
+$4.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$310M +$20M +335,445 +7%
JP Morgan Chase
2
JP Morgan Chase
New York
$105M +$100M +1,678,855 +3,727%
Goldman Sachs
3
Goldman Sachs
New York
$82.4M -$7.47M -125,196 -8%
Deutsche Bank
4
Deutsche Bank
Germany
$74.4M -$13.4M -225,060 -16%
BIT
5
BlackRock Institutional Trust
California
$71M +$1.29M +21,659 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$67.8M +$30.7M +514,300 +86%
BFA
7
BlackRock Fund Advisors
California
$60.2M +$4.21M +70,633 +8%
LIMS
8
Lasalle Investment Management Securities
Maryland
$58.6M +$11M +183,696 +24%
GKIM
9
GW&K Investment Management
Massachusetts
$52.2M -$676K -11,334 -1%
Northern Trust
10
Northern Trust
Illinois
$50.4M +$124K +2,073 +0.3%
State Street
11
State Street
Massachusetts
$42M +$299K +5,014 +0.7%
PS
12
Presima Securities
Quebec, Canada
$41.8M +$40.9M +686,100 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$28.4M +$871K +14,600 +3%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$26.6M +$11.7M +195,807 +81%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$24.2M +$46K +772 +0.2%
Millennium Management
16
Millennium Management
New York
$21.3M -$3.39M -56,856 -14%
Norges Bank
17
Norges Bank
Norway
$21.1M
BTW
18
Boston Trust Walden
Massachusetts
$18.2M +$17.8M +299,306 New
Bank of America
19
Bank of America
North Carolina
$17.4M +$409K +6,851 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$17.2M +$16.2M +271,071 +2,396%
SMDAM
21
Sumitomo Mitsui DS Asset Management
Japan
$16.8M +$10.2M +171,201 +163%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$16.7M +$10.2M +171,201 +165%
BG
23
BlackRock Group
United Kingdom
$14.5M +$629K +10,552 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$14.3M +$1.21M +20,287 +9%
LDB
25
Lee, Danner & Bass
Tennessee
$13.5M

NHI Hedge Fund Activity: Q4 2015 in Review

192 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2015, worth a combined $1.55B — up 3.1% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 11 closed out — a net gain of 14 holders — while 81 added to existing stakes and 48 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $100M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $115M sold.

  • 192 institutional investors held National Health Investors (NHI) as of Q4 2015, up from 180 in Q3 2015.
  • Funds reported $1.55B of National Health Investors stock for Q4 2015, up 3.1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q4 2015 and 11 closed out, a net change of +14 holders.
  • The largest National Health Investors buyer in Q4 2015 was JP Morgan Chase, an estimated $100M added.
  • The largest National Health Investors seller in Q4 2015 was Americafirst Capital Management, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2015.