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National Health Investors

214 hedge funds and large institutions have $2.24B invested in National Health Investors in 2017 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

4% more funds holding

Funds holding: 206214 (+8)

4% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 72

0.58% less ownership

Funds ownership: 72.05%71.47% (-0.58%)

2% less capital invested

Capital invested by funds: $2.28B → $2.24B (-$46.6M)

76% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $9.29M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
214
Holders Change
+8
Holders Change %
+3.88%
% of All Funds
4.85%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
75
Reduced
72
Closed
24
Calls
$2.28M
Puts
$9.29M
Net Calls
-$7.02M
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$513M +$20.4M +263,075 +4%
BlackRock
2
BlackRock
New York
$287M +$14.2M +183,350 +5%
JP Morgan Chase
3
JP Morgan Chase
New York
$183M -$30.3M -390,820 -14%
Invesco
4
Invesco
Georgia
$177M +$22.1M +285,145 +14%
Goldman Sachs
5
Goldman Sachs
New York
$85.4M +$2.24M +28,914 +3%
State Street
6
State Street
Massachusetts
$80.8M +$4.5M +57,995 +6%
Northern Trust
7
Northern Trust
Illinois
$75.4M +$1.67M +21,578 +2%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$60.6M -$14.4M -185,000 -19%
Millennium Management
9
Millennium Management
New York
$49.2M -$21.6M -278,821 -30%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$45.2M +$828K +10,667 +2%
GKIM
11
GW&K Investment Management
Massachusetts
$42.9M -$5M -64,482 -10%
Allianz Asset Management
12
Allianz Asset Management
Germany
$40M +$10.6M +136,000 +34%
Renaissance Technologies
13
Renaissance Technologies
New York
$35.6M +$8.54M +110,000 +30%
Norges Bank
14
Norges Bank
Norway
$33M
Bank of America
15
Bank of America
North Carolina
$28.2M -$2.13M -27,404 -7%
Public Employees Retirement Association of Colorado
16
Public Employees Retirement Association of Colorado
Colorado
$27M +$1.32M +17,000 +5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$26.5M +$220K +2,841 +0.8%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$23.2M -$824K -10,616 -3%
LSV Asset Management
19
LSV Asset Management
Illinois
$23.2M +$31K +400 +0.1%
Cohen & Steers
20
Cohen & Steers
New York
$22.6M
Charles Schwab
21
Charles Schwab
California
$15.7M +$1.45M +18,694 +10%
Morgan Stanley
22
Morgan Stanley
New York
$14.3M +$6.69M +86,233 +84%
B
23
Barings
North Carolina
$14M -$391K -5,040 -3%
Robeco Institutional Asset Management
24
Robeco Institutional Asset Management
Netherlands
$12.1M
LDB
25
Lee, Danner & Bass
Tennessee
$11.9M -$116K -1,500 -0.9%

NHI Hedge Fund Activity: Q4 2017 in Review

214 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2017, worth a combined $2.24B — down 2% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NHI positions and 24 closed out — a net gain of 9 holders — while 75 added to existing stakes and 72 trimmed.

The largest buyer was Invesco, adding an estimated $22.1M. The largest seller was JP Morgan Chase, cutting an estimated $30.3M.

  • 214 institutional investors held National Health Investors (NHI) as of Q4 2017, up from 206 in Q3 2017.
  • Funds reported $2.24B of National Health Investors stock for Q4 2017, down 2% quarter-over-quarter.
  • 33 funds opened new National Health Investors positions in Q4 2017 and 24 closed out, a net change of +9 holders.
  • The largest National Health Investors buyer in Q4 2017 was Invesco, an estimated $22.1M added.
  • The largest National Health Investors seller in Q4 2017 was JP Morgan Chase, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2017.