We are live on ! Find out more
NHI icon

National Health Investors

206 hedge funds and large institutions have $2.28B invested in National Health Investors in 2017 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 12

7% more funds holding

Funds holding: 193206 (+13)

1% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 70

0.87% more ownership

Funds ownership: 71.18%72.05% (+0.87%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $2.31B → $2.28B (-$26.6M)

69% less call options, than puts

Call options by funds: $3.65M | Put options by funds: $11.6M

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
5.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
71
Reduced
70
Closed
12
Calls
$3.65M
Puts
$11.6M
Net Calls
-$7.97M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$506M +$19.7M +252,194 +4%
BlackRock
2
BlackRock
New York
$280M +$6.05M +77,340 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$218M -$12.6M -161,252 -5%
Invesco
4
Invesco
Georgia
$159M -$16.3M -207,965 -9%
Goldman Sachs
5
Goldman Sachs
New York
$85.3M +$53.5M +684,751 +164%
State Street
6
State Street
Massachusetts
$78.4M +$1.18M +15,049 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$76.4M -$41.2M -527,400 -35%
Northern Trust
8
Northern Trust
Illinois
$75.6M -$2.33M -29,820 -3%
Millennium Management
9
Millennium Management
New York
$72M +$8.53M +109,081 +13%
GKIM
10
GW&K Investment Management
Massachusetts
$49M -$222K -2,843 -0.4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$45.5M +$1.81M +23,191 +4%
Norges Bank
12
Norges Bank
Norway
$33.8M
Bank of America
13
Bank of America
North Carolina
$31.1M -$314K -4,009 -1%
Allianz Asset Management
14
Allianz Asset Management
Germany
$30.5M +$11.3M +144,650 +58%
Renaissance Technologies
15
Renaissance Technologies
New York
$28M +$17.7M +226,100 +167%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$27M -$939K -12,011 -3%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$26.4M +$1.05M +13,400 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$24.6M -$1.03M -13,148 -4%
LSV Asset Management
19
LSV Asset Management
Illinois
$23.8M
Cohen & Steers
20
Cohen & Steers
New York
$23.2M
B
21
Barings
North Carolina
$14.7M -$509K -6,510 -3%
Charles Schwab
22
Charles Schwab
California
$14.6M +$1.27M +16,195 +9%
BNP Paribas Asset Management
23
BNP Paribas Asset Management
France
$14M -$3.78M -48,281 -21%
SMDAM
24
Sumitomo Mitsui DS Asset Management
Japan
$14M -$3.8M -48,553 -21%
Robeco Institutional Asset Management
25
Robeco Institutional Asset Management
Netherlands
$12.4M

NHI Hedge Fund Activity: Q3 2017 in Review

206 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2017, worth a combined $2.28B — down 1.1% from $2.31B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 12 closed out — a net gain of 13 holders — while 71 added to existing stakes and 70 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $53.5M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 206 institutional investors held National Health Investors (NHI) as of Q3 2017, up from 193 in Q2 2017.
  • Funds reported $2.28B of National Health Investors stock for Q3 2017, down 1.1% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q3 2017 and 12 closed out, a net change of +13 holders.
  • The largest National Health Investors buyer in Q3 2017 was Goldman Sachs, an estimated $53.5M added.
  • The largest National Health Investors seller in Q3 2017 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q3 2017.