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National Health Investors

202 hedge funds and large institutions have $2.04B invested in National Health Investors in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 65 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more call options, than puts

Call options by funds: $7.19M | Put options by funds: $4.86M

22% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 65

3.68% less ownership

Funds ownership: 72.85%69.17% (-3.7%)

4% less funds holding

Funds holding: 210202 (-8)

8% less capital invested

Capital invested by funds: $2.23B → $2.04B (-$181M)

12% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 26

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
202
Holders Change
-8
Holders Change %
-3.81%
% of All Funds
5.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
79
Reduced
65
Closed
26
Calls
$7.19M
Puts
$4.86M
Net Calls
+$2.33M
Net Calls Change
+$4.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$446M +$12.2M +166,286 +3%
Invesco
2
Invesco
Georgia
$203M +$17.3M +235,723 +9%
JP Morgan Chase
3
JP Morgan Chase
New York
$171M +$8.52M +115,993 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$116M -$6.91M -94,065 -6%
BFA
5
BlackRock Fund Advisors
California
$103M +$10.1M +137,499 +11%
BIT
6
BlackRock Institutional Trust
California
$98.8M +$8.19M +111,551 +9%
Northern Trust
7
Northern Trust
Illinois
$72.4M +$2.18M +29,636 +3%
State Street
8
State Street
Massachusetts
$63.1M +$2.71M +36,861 +5%
GKIM
9
GW&K Investment Management
Massachusetts
$47M -$9.46M -128,915 -17%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$37M +$1.67M +22,689 +5%
PS
11
Presima Securities
Quebec, Canada
$35.6M +$9.49M +129,200 +37%
Norges Bank
12
Norges Bank
Norway
$28.9M +$2.05M +27,864 +8%
LSV Asset Management
13
LSV Asset Management
Illinois
$28.7M +$15.6M +213,045 +123%
Bank of America
14
Bank of America
North Carolina
$28.1M -$131K -1,785 -0.5%
Millennium Management
15
Millennium Management
New York
$25M -$20.6M -280,069 -45%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$23.6M -$1.67M -22,784 -7%
NIPH
17
NN Investment Partners Holdings
Netherlands
$23.6M +$23.3M +317,700 New
BTW
18
Boston Trust Walden
Massachusetts
$21.1M -$489K -6,660 -2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$20.9M +$2.68M +36,531 +15%
BG
20
BlackRock Group
United Kingdom
$18.4M -$718K -9,782 -4%
Macquarie Group
21
Macquarie Group
Australia
$15.9M +$14.9M +203,534 +1,801%
O
22
OppenheimerFunds
New York
$15.7M -$1.39M -18,956 -8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$15.5M +$136K +1,854 +0.9%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$14M -$453K -6,176 -3%
LDB
25
Lee, Danner & Bass
Tennessee
$14M -$1.31M -17,904 -9%

NHI Hedge Fund Activity: Q4 2016 in Review

202 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2016, worth a combined $2.04B — down 8.1% from $2.23B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of NHI and 23 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 79 added.

The largest buyer was NN Investment Partners Holdings, opening a new position worth an estimated $23.3M. The largest seller was Goldman Sachs, cutting an estimated $63.2M.

  • 202 institutional investors held National Health Investors (NHI) as of Q4 2016, down from 210 in Q3 2016.
  • Funds reported $2.04B of National Health Investors stock for Q4 2016, down 8.1% quarter-over-quarter.
  • 23 funds opened new National Health Investors positions in Q4 2016 and 26 closed out, a net change of -3 holders.
  • The largest National Health Investors buyer in Q4 2016 was NN Investment Partners Holdings, an estimated $23.3M added.
  • The largest National Health Investors seller in Q4 2016 was Goldman Sachs, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2016.