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National Health Investors

193 hedge funds and large institutions have $2.31B invested in National Health Investors in 2017 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 92 increasing their positions, 53 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 53

12% more capital invested

Capital invested by funds: $2.07B → $2.31B (+$245M)

0.29% more ownership

Funds ownership: 70.89%71.18% (+0.29%)

6% less funds holding

Funds holding: 206193 (-13)

26% less call options, than puts

Call options by funds: $4.54M | Put options by funds: $6.15M

38% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 34

Holders
193
Holders Change
-13
Holders Change %
-6.31%
% of All Funds
4.81%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
21
Increased
92
Reduced
53
Closed
34
Calls
$4.54M
Puts
$6.15M
Net Calls
-$1.61M
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$498M +$5.48M +72,518 +1%
BlackRock
2
BlackRock
New York
$281M +$16.5M +218,482 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$236M -$1.34M -17,735 -0.6%
Invesco
4
Invesco
Georgia
$180M -$12M -158,877 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$120M -$3.03M -40,000 -3%
Northern Trust
6
Northern Trust
Illinois
$79.8M +$4.6M +60,784 +6%
State Street
7
State Street
Massachusetts
$79.1M +$5.93M +78,355 +9%
Millennium Management
8
Millennium Management
New York
$65.2M -$4.23M -55,915 -6%
GKIM
9
GW&K Investment Management
Massachusetts
$50.4M -$396K -5,234 -0.8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$44.8M +$1.72M +22,697 +4%
Norges Bank
11
Norges Bank
Norway
$34.6M +$3.62M +47,815 +12%
Goldman Sachs
12
Goldman Sachs
New York
$33.2M +$24.9M +329,218 +368%
Bank of America
13
Bank of America
North Carolina
$32.1M +$1.28M +16,968 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$28.6M +$4.7M +62,080 +21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$26.3M +$2.26M +29,919 +10%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$26M +$2.6M +34,400 +12%
LSV Asset Management
17
LSV Asset Management
Illinois
$24.4M -$2.6M -34,345 -10%
Cohen & Steers
18
Cohen & Steers
New York
$23.8M +$22.7M +299,985 New
Allianz Asset Management
19
Allianz Asset Management
Germany
$19.8M +$18.9M +250,150 New
BNP Paribas Asset Management
20
BNP Paribas Asset Management
France
$18.2M +$2.8M +37,023 +19%
SMDAM
21
Sumitomo Mitsui DS Asset Management
Japan
$18.2M +$2.78M +36,727 +19%
BTW
22
Boston Trust Walden
Massachusetts
$17.4M -$3.16M -41,722 -16%
B
23
Barings
North Carolina
$15.6M +$14.1M +186,969 +1,879%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$15M -$776K -10,265 -5%
LDB
25
Lee, Danner & Bass
Tennessee
$13.8M -$265K -3,500 -2%

NHI Hedge Fund Activity: Q2 2017 in Review

193 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2017, worth a combined $2.31B — up 12% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 21 opened new positions — a net loss of 13 holders — while 53 trimmed existing stakes and 92 added.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was OppenheimerFunds, exiting entirely with an estimated $14.2M sold.

  • 193 institutional investors held National Health Investors (NHI) as of Q2 2017, down from 206 in Q1 2017.
  • Funds reported $2.31B of National Health Investors stock for Q2 2017, up 12% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q2 2017 and 34 closed out, a net change of -13 holders.
  • The largest National Health Investors buyer in Q2 2017 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q2 2017 was OppenheimerFunds, an estimated $14.2M sold.

Based on aggregated 13F filings for Q2 2017.