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National Health Investors

200 hedge funds and large institutions have $1.68B invested in National Health Investors in 2016 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 54

32% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.41M

8% more capital invested

Capital invested by funds: $1.55B → $1.68B (+$126M)

4% more funds holding

Funds holding: 192200 (+8)

2% less ownership

Funds ownership: 68.28%66.28% (-2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
200
Holders Change
+8
Holders Change %
+4.17%
% of All Funds
5.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
81
Reduced
54
Closed
18
Calls
$12.4M
Puts
$9.41M
Net Calls
+$3.01M
Net Calls Change
-$1.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$353M +$13.2M +213,573 +4%
JP Morgan Chase
2
JP Morgan Chase
New York
$138M +$21.4M +346,715 +20%
BIT
3
BlackRock Institutional Trust
California
$82.6M +$4.7M +76,086 +7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$81.8M +$7.17M +116,000 +10%
BFA
5
BlackRock Fund Advisors
California
$64.4M -$1.33M -21,504 -2%
Goldman Sachs
6
Goldman Sachs
New York
$61.4M -$26.6M -430,445 -32%
GKIM
7
GW&K Investment Management
Massachusetts
$58.7M +$1.52M +24,639 +3%
Northern Trust
8
Northern Trust
Illinois
$56.5M +$1.34M +21,674 +3%
Millennium Management
9
Millennium Management
New York
$49.1M +$24M +388,144 +111%
State Street
10
State Street
Massachusetts
$48.1M +$1.99M +32,283 +5%
Deutsche Bank
11
Deutsche Bank
Germany
$34.9M -$43.1M -697,350 -57%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$31M -$59.2K -959 -0.2%
PS
13
Presima Securities
Quebec, Canada
$26.7M -$17.6M -284,200 -41%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$26.5M +$39.8K +644 +0.2%
Norges Bank
15
Norges Bank
Norway
$23.1M
FMA
16
Fiduciary Management Associates
Illinois
$23M +$21.4M +345,800 New
Bank of America
17
Bank of America
North Carolina
$20.7M +$1.56M +25,303 +9%
BTW
18
Boston Trust Walden
Massachusetts
$19.6M -$275K -4,448 -1%
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$18.1M -$188K -3,038 -1%
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$18M -$344K -5,561 -2%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$17.3M +$1.52M +24,656 +10%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16.8M -$1.87M -30,298 -11%
BG
23
BlackRock Group
United Kingdom
$16.6M +$723K +11,699 +5%
O
24
OppenheimerFunds
New York
$16M +$4.42M +71,520 +42%
LDB
25
Lee, Danner & Bass
Tennessee
$15M -$247K -4,000 -2%

NHI Hedge Fund Activity: Q1 2016 in Review

200 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2016, worth a combined $1.68B — up 8.1% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new NHI positions and 18 closed out — a net gain of 10 holders — while 81 added to existing stakes and 54 trimmed.

The largest buyer was Millennium Management, adding an estimated $24M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $58.6M sold.

  • 200 institutional investors held National Health Investors (NHI) as of Q1 2016, up from 192 in Q4 2015.
  • Funds reported $1.68B of National Health Investors stock for Q1 2016, up 8.1% quarter-over-quarter.
  • 28 funds opened new National Health Investors positions in Q1 2016 and 18 closed out, a net change of +10 holders.
  • The largest National Health Investors buyer in Q1 2016 was Millennium Management, an estimated $24M added.
  • The largest National Health Investors seller in Q1 2016 was Lasalle Investment Management Securities, an estimated $58.6M sold.

Based on aggregated 13F filings for Q1 2016.