National Health Investors
200 hedge funds and large institutions have $2.01B invested in National Health Investors in 2016 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 70 reducing their positions, and 20 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
19% more capital invested
Capital invested by funds: $1.69B → $2.01B (+$317M)
15% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 20
3.37% more ownership
Funds ownership: 66.28% → 69.65% (+3.4%)
3% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 70
0% more funds holding
Funds holding: 200 → 200 (0)
33% less call options, than puts
Call options by funds: $8.49M | Put options by funds: $12.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$39.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$29.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.2M |
| 4 |
JP Morgan Chase
New York
|
+$22.8M |
| 5 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$26.5M |
| 2 |
ESCM
Echo Street Capital Management
New York
|
-$13.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$7.34M |
| 4 |
D.E. Shaw & Co
New York
|
-$7.18M |
| 5 |
Morgan Stanley
New York
|
-$4.93M |
NHI Hedge Fund Activity: Q2 2016 in Review
200 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2016, worth a combined $2.01B — up 19% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new NHI positions and 20 closed out — a net gain of 3 holders — while 72 added to existing stakes and 70 trimmed.
The largest buyer was Invesco, adding an estimated $39.5M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $26.5M sold.
- 200 institutional investors held National Health Investors (NHI) as of Q2 2016, unchanged from Q1 2016.
- Funds reported $2.01B of National Health Investors stock for Q2 2016, up 19% quarter-over-quarter.
- 23 funds opened new National Health Investors positions in Q2 2016 and 20 closed out, a net change of +3 holders.
- The largest National Health Investors buyer in Q2 2016 was Invesco, an estimated $39.5M added.
- The largest National Health Investors seller in Q2 2016 was Massachusetts Financial Services, an estimated $26.5M sold.
Based on aggregated 13F filings for Q2 2016.