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National Health Investors

206 hedge funds and large institutions have $2.07B invested in National Health Investors in 2017 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

13% more call options, than puts

Call options by funds: $8.19M | Put options by funds: $7.24M

2% more funds holding

Funds holding: 202206 (+4)

1.72% more ownership

Funds ownership: 69.17%70.89% (+1.7%)

9% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 69

1% more capital invested

Capital invested by funds: $2.04B → $2.07B (+$21.1M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
75
Reduced
69
Closed
13
Calls
$8.19M
Puts
$7.24M
Net Calls
+$950K
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$452M +$14.7M +201,133 +3%
BlackRock
2
BlackRock
New York
$242M +$240M +3,277,930 +6,473%
JP Morgan Chase
3
JP Morgan Chase
New York
$217M +$50.5M +688,285 +30%
Invesco
4
Invesco
Georgia
$176M -$22.7M -309,206 -11%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$113M -$594K -8,100 -0.5%
Northern Trust
6
Northern Trust
Illinois
$68.8M -$2.13M -29,003 -3%
State Street
7
State Street
Massachusetts
$66.9M +$5.12M +69,884 +8%
Millennium Management
8
Millennium Management
New York
$63.8M +$39.7M +542,118 +161%
GKIM
9
GW&K Investment Management
Massachusetts
$46.6M +$538K +7,335 +1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$39.4M +$3.22M +43,890 +9%
Norges Bank
11
Norges Bank
Norway
$28.3M
Bank of America
12
Bank of America
North Carolina
$28.2M +$699K +9,538 +3%
LSV Asset Management
13
LSV Asset Management
Illinois
$24.8M -$3.31M -45,100 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.9M -$1.16M -15,762 -5%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.7M +$1.31M +17,839 +6%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$21.4M +$7.9M +107,800 +58%
BTW
17
Boston Trust Walden
Massachusetts
$18.9M -$1.69M -23,093 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.5M -$624K -8,515 -4%
O
19
OppenheimerFunds
New York
$14.2M -$1.15M -15,631 -7%
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$14M +$344K +4,692 +2%
SMDAM
21
Sumitomo Mitsui DS Asset Management
Japan
$14M +$375K +5,117 +3%
LDB
22
Lee, Danner & Bass
Tennessee
$12.9M -$755K -10,300 -5%
Macquarie Group
23
Macquarie Group
Australia
$12.4M -$3.26M -44,487 -21%
Charles Schwab
24
Charles Schwab
California
$11.7M +$1.05M +14,297 +10%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$11.6M

NHI Hedge Fund Activity: Q1 2017 in Review

206 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2017, worth a combined $2.07B — up 1% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 13 closed out — a net gain of 12 holders — while 75 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $240M. The largest seller was Presima Securities, cutting an estimated $30.9M.

  • 206 institutional investors held National Health Investors (NHI) as of Q1 2017, up from 202 in Q4 2016.
  • Funds reported $2.07B of National Health Investors stock for Q1 2017, up 1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q1 2017 and 13 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q1 2017 was BlackRock, an estimated $240M added.
  • The largest National Health Investors seller in Q1 2017 was Presima Securities, an estimated $30.9M sold.

Based on aggregated 13F filings for Q1 2017.