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National Health Investors

224 hedge funds and large institutions have $1.98B invested in National Health Investors in 2018 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 23

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

5% more funds holding

Funds holding: 214224 (+10)

0.61% less ownership

Funds ownership: 71.47%70.86% (-0.61%)

11% less capital invested

Capital invested by funds: $2.24B → $1.98B (-$257M)

30% less call options, than puts

Call options by funds: $8.15M | Put options by funds: $11.7M

Holders
224
Holders Change
+10
Holders Change %
+4.67%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
90
Reduced
63
Closed
23
Calls
$8.15M
Puts
$11.7M
Net Calls
-$3.56M
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$444M -$14M -205,565 -3%
BlackRock
2
BlackRock
New York
$259M +$2.49M +36,429 +1%
Invesco
3
Invesco
Georgia
$138M -$19.7M -288,214 -12%
JP Morgan Chase
4
JP Morgan Chase
New York
$78.6M -$85.8M -1,255,744 -52%
State Street
5
State Street
Massachusetts
$74.9M +$2.8M +41,005 +4%
Goldman Sachs
6
Goldman Sachs
New York
$72.9M -$3.36M -49,233 -4%
Northern Trust
7
Northern Trust
Illinois
$69.3M +$2.02M +29,566 +3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$51.3M -$2.8M -40,960 -5%
Millennium Management
9
Millennium Management
New York
$49.2M +$5.38M +78,703 +12%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$42.4M +$2.07M +30,317 +5%
Allianz Asset Management
11
Allianz Asset Management
Germany
$38.5M +$2.82M +41,300 +8%
Renaissance Technologies
12
Renaissance Technologies
New York
$37.5M +$5.9M +86,300 +18%
Principal Financial Group
13
Principal Financial Group
Iowa
$34.1M +$34.1M +499,535 +7,077%
HCM
14
Hamlin Capital Management
New York
$30.1M +$30.6M +447,140 New
Norges Bank
15
Norges Bank
Norway
$29.4M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.1M +$429K +6,281 +2%
Bank of America
17
Bank of America
North Carolina
$23.9M -$1.26M -18,479 -5%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$23.8M -$330K -4,828 -1%
GKIM
19
GW&K Investment Management
Massachusetts
$21.5M -$17M -249,082 -44%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$20.7M -$14.4K -210 -0.1%
Cohen & Steers
21
Cohen & Steers
New York
$20.2M
LSV Asset Management
22
LSV Asset Management
Illinois
$20M -$704K -10,300 -3%
Charles Schwab
23
Charles Schwab
California
$19.2M +$5.26M +76,920 +37%
Deutsche Bank
24
Deutsche Bank
Germany
$12M +$4.46M +65,327 +58%
B
25
Barings
North Carolina
$11.6M -$893K -13,060 -7%

NHI Hedge Fund Activity: Q1 2018 in Review

224 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2018, worth a combined $1.98B — down 11% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new NHI positions and 23 closed out — a net gain of 12 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $34.1M. The largest seller was JP Morgan Chase, cutting an estimated $85.8M.

  • 224 institutional investors held National Health Investors (NHI) as of Q1 2018, up from 214 in Q4 2017.
  • Funds reported $1.98B of National Health Investors stock for Q1 2018, down 11% quarter-over-quarter.
  • 35 funds opened new National Health Investors positions in Q1 2018 and 23 closed out, a net change of +12 holders.
  • The largest National Health Investors buyer in Q1 2018 was Principal Financial Group, an estimated $34.1M added.
  • The largest National Health Investors seller in Q1 2018 was JP Morgan Chase, an estimated $85.8M sold.

Based on aggregated 13F filings for Q1 2018.