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National Health Investors

235 hedge funds and large institutions have $2.29B invested in National Health Investors in 2018 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 63

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

3% more funds holding

Funds holding: 229235 (+6)

1.5% more ownership

Funds ownership: 70.34%71.84% (+1.5%)

2% more capital invested

Capital invested by funds: $2.24B → $2.29B (+$47.8M)

8% less call options, than puts

Call options by funds: $18.5M | Put options by funds: $20.2M

Holders
235
Holders Change
+6
Holders Change %
+2.62%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
90
Reduced
63
Closed
25
Calls
$18.5M
Puts
$20.2M
Net Calls
-$1.67M
Net Calls Change
+$1.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$484M +$1.53M +20,339 +0.3%
BlackRock
2
BlackRock
New York
$319M +$5.38M +71,399 +2%
Invesco
3
Invesco
Georgia
$118M -$580K -7,702 -0.5%
Goldman Sachs
4
Goldman Sachs
New York
$96.1M -$4.81M -63,798 -5%
State Street
5
State Street
Massachusetts
$87M +$389K +5,157 +0.5%
Northern Trust
6
Northern Trust
Illinois
$72.6M -$3.97M -52,687 -5%
Renaissance Technologies
7
Renaissance Technologies
New York
$72.2M +$24.1M +319,360 +50%
LIMS
8
Lasalle Investment Management Securities
Maryland
$57.1M +$57M +756,227 New
Fidelity Investments
9
Fidelity Investments
Massachusetts
$56.9M -$520K -6,901 -0.9%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$49.8M +$1.12M +14,805 +2%
Bank of America
11
Bank of America
North Carolina
$48.6M +$7.36M +97,706 +18%
Principal Financial Group
12
Principal Financial Group
Iowa
$47.2M +$3.98M +52,775 +9%
HCM
13
Hamlin Capital Management
New York
$43.8M -$1.71M -22,756 -4%
JP Morgan Chase
14
JP Morgan Chase
New York
$38.7M -$48M -636,642 -55%
Norges Bank
15
Norges Bank
Norway
$37M +$3.99M +53,014 +12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$33.1M +$1.76M +23,375 +6%
Public Employees Retirement Association of Colorado
17
Public Employees Retirement Association of Colorado
Colorado
$29.2M
Allianz Asset Management
18
Allianz Asset Management
Germany
$28M -$13M -172,716 -32%
LSV Asset Management
19
LSV Asset Management
Illinois
$26.5M -$305K -4,048 -1%
Charles Schwab
20
Charles Schwab
California
$23.3M -$5.14M -68,161 -18%
GKIM
21
GW&K Investment Management
Massachusetts
$22.9M -$885K -11,748 -4%
Cohen & Steers
22
Cohen & Steers
New York
$22.7M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$22.5M -$677K -8,988 -3%
Morgan Stanley
24
Morgan Stanley
New York
$16M +$2.33M +30,974 +17%
Deutsche Bank
25
Deutsche Bank
Germany
$15.6M +$3.25M +43,102 +26%

NHI Hedge Fund Activity: Q4 2018 in Review

235 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2018, worth a combined $2.29B — up 2.1% from $2.24B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 25 closed out — a net gain of 9 holders — while 90 added to existing stakes and 63 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $57M. The largest seller was JP Morgan Chase, cutting an estimated $48M.

  • 235 institutional investors held National Health Investors (NHI) as of Q4 2018, up from 229 in Q3 2018.
  • Funds reported $2.29B of National Health Investors stock for Q4 2018, up 2.1% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2018 and 25 closed out, a net change of +9 holders.
  • The largest National Health Investors buyer in Q4 2018 was Lasalle Investment Management Securities, an estimated $57M added.
  • The largest National Health Investors seller in Q4 2018 was JP Morgan Chase, an estimated $48M sold.

Based on aggregated 13F filings for Q4 2018.