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National Health Investors

239 hedge funds and large institutions have $2.16B invested in National Health Investors in 2018 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 80 increasing their positions, 77 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

24% more call options, than puts

Call options by funds: $18.1M | Put options by funds: $14.6M

9% more capital invested

Capital invested by funds: $1.98B → $2.16B (+$182M)

7% more funds holding

Funds holding: 224239 (+15)

4% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 77

0.16% less ownership

Funds ownership: 70.86%70.7% (-0.16%)

Holders
239
Holders Change
+15
Holders Change %
+6.7%
% of All Funds
5.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
80
Reduced
77
Closed
17
Calls
$18.1M
Puts
$14.6M
Net Calls
+$3.54M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$465M -$20.8M -294,963 -4%
BlackRock
2
BlackRock
New York
$297M +$12.9M +182,378 +5%
Invesco
3
Invesco
Georgia
$142M -$9.08M -128,467 -6%
Goldman Sachs
4
Goldman Sachs
New York
$95M +$14.6M +206,063 +19%
State Street
5
State Street
Massachusetts
$79.8M -$2.09M -29,507 -3%
JP Morgan Chase
6
JP Morgan Chase
New York
$77.7M -$8.09M -114,515 -10%
Northern Trust
7
Northern Trust
Illinois
$76M +$202K +2,864 +0.3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$55.9M -$298K -4,211 -0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$47.1M +$629K +8,904 +1%
HCM
10
Hamlin Capital Management
New York
$46.1M +$12.6M +178,110 +40%
Allianz Asset Management
11
Allianz Asset Management
Germany
$43.2M +$1.04M +14,677 +3%
Principal Financial Group
12
Principal Financial Group
Iowa
$42.1M +$4.62M +65,404 +13%
Renaissance Technologies
13
Renaissance Technologies
New York
$35.4M -$5.49M -77,700 -14%
Bank of America
14
Bank of America
North Carolina
$35.2M +$8.66M +122,484 +34%
Norges Bank
15
Norges Bank
Norway
$32.2M
LSV Asset Management
16
LSV Asset Management
Illinois
$30.2M +$7.96M +112,648 +38%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$28.7M +$2.21M +31,336 +9%
Public Employees Retirement Association of Colorado
18
Public Employees Retirement Association of Colorado
Colorado
$26.1M
Charles Schwab
19
Charles Schwab
California
$24.4M +$3.25M +45,928 +16%
GKIM
20
GW&K Investment Management
Massachusetts
$23.3M -$237K -3,355 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$22.6M -$139K -1,973 -0.6%
Cohen & Steers
22
Cohen & Steers
New York
$22.1M
Morgan Stanley
23
Morgan Stanley
New York
$15.9M +$4.85M +68,636 +47%
Millennium Management
24
Millennium Management
New York
$15.7M -$36.7M -518,945 -71%
B
25
Barings
North Carolina
$12.2M -$453K -6,410 -4%

NHI Hedge Fund Activity: Q2 2018 in Review

239 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2018, worth a combined $2.16B — up 9.2% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new NHI positions and 17 closed out — a net gain of 16 holders — while 80 added to existing stakes and 77 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $14.6M. The largest seller was Millennium Management, cutting an estimated $36.7M.

  • 239 institutional investors held National Health Investors (NHI) as of Q2 2018, up from 224 in Q1 2018.
  • Funds reported $2.16B of National Health Investors stock for Q2 2018, up 9.2% quarter-over-quarter.
  • 33 funds opened new National Health Investors positions in Q2 2018 and 17 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q2 2018 was Goldman Sachs, an estimated $14.6M added.
  • The largest National Health Investors seller in Q2 2018 was Millennium Management, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2018.