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National Health Investors

210 hedge funds and large institutions have $2.23B invested in National Health Investors in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 72 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more capital invested

Capital invested by funds: $2.01B → $2.23B (+$215M)

5% more funds holding

Funds holding: 200210 (+10)

3.19% more ownership

Funds ownership: 69.66%72.85% (+3.2%)

7% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 67

39% less call options, than puts

Call options by funds: $3.19M | Put options by funds: $5.21M

Holders
210
Holders Change
+10
Holders Change %
+5%
% of All Funds
5.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
31
Increased
72
Reduced
67
Closed
19
Calls
$3.19M
Puts
$5.21M
Net Calls
-$2.02M
Net Calls Change
+$2.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$459M +$11.6M +147,440 +3%
Invesco
2
Invesco
Georgia
$196M +$139M +1,762,742 +239%
JP Morgan Chase
3
JP Morgan Chase
New York
$172M -$16.4M -208,895 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$130M -$152K -1,935 -0.1%
BFA
5
BlackRock Fund Advisors
California
$98.3M +$20.9M +265,679 +27%
BIT
6
BlackRock Institutional Trust
California
$95.7M -$1.68M -21,315 -2%
SAMC
7
Shinko Asset Management Company
Japan
$91.6M +$76.6M +973,345 +502%
Northern Trust
8
Northern Trust
Illinois
$74.3M +$1.76M +22,346 +2%
Goldman Sachs
9
Goldman Sachs
New York
$72.8M -$6.24M -79,335 -8%
State Street
10
State Street
Massachusetts
$63.9M +$7.32M +93,001 +13%
GKIM
11
GW&K Investment Management
Massachusetts
$59.9M -$6.13M -77,871 -9%
Millennium Management
12
Millennium Management
New York
$48.4M -$10M -127,326 -17%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$37.4M +$382K +4,856 +1%
Bank of America
14
Bank of America
North Carolina
$29.9M +$2.55M +32,456 +9%
PS
15
Presima Securities
Quebec, Canada
$27.6M -$197K -2,500 -0.7%
Norges Bank
16
Norges Bank
Norway
$27.1M +$1.12M +14,262 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$26.7M +$1.86M +23,668 +7%
BTW
18
Boston Trust Walden
Massachusetts
$22.8M -$60.3K -767 -0.3%
BG
19
BlackRock Group
United Kingdom
$20.2M -$227K -2,889 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$19.2M +$694K +8,825 +4%
O
21
OppenheimerFunds
New York
$18.1M +$390K +4,956 +2%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16.2M +$831K +10,561 +5%
LDB
23
Lee, Danner & Bass
Tennessee
$16.2M -$535K -6,800 -3%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$15.3M -$4.66M -59,245 -23%
SMDAM
25
Sumitomo Mitsui DS Asset Management
Japan
$15.1M -$4.64M -59,036 -23%

NHI Hedge Fund Activity: Q3 2016 in Review

210 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2016, worth a combined $2.23B — up 11% from $2.01B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new NHI positions and 19 closed out — a net gain of 12 holders — while 72 added to existing stakes and 67 trimmed.

The largest buyer was Invesco, adding an estimated $139M. The largest seller was Deutsche Bank, cutting an estimated $45.9M.

  • 210 institutional investors held National Health Investors (NHI) as of Q3 2016, up from 200 in Q2 2016.
  • Funds reported $2.23B of National Health Investors stock for Q3 2016, up 11% quarter-over-quarter.
  • 31 funds opened new National Health Investors positions in Q3 2016 and 19 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q3 2016 was Invesco, an estimated $139M added.
  • The largest National Health Investors seller in Q3 2016 was Deutsche Bank, an estimated $45.9M sold.

Based on aggregated 13F filings for Q3 2016.