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National Health Investors

236 hedge funds and large institutions have $2.43B invested in National Health Investors in 2019 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 110 increasing their positions, 57 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 57

1% more capital invested

Capital invested by funds: $2.4B → $2.43B (+$24.3M)

0.14% more ownership

Funds ownership: 71.11%71.25% (+0.14%)

4% less funds holding

Funds holding: 245236 (-9)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

73% less call options, than puts

Call options by funds: $7.91M | Put options by funds: $29.6M

Holders
236
Holders Change
-9
Holders Change %
-3.67%
% of All Funds
5.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
110
Reduced
57
Closed
28
Calls
$7.91M
Puts
$29.6M
Net Calls
-$21.7M
Net Calls Change
-$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$523M +$6.5M +83,616 +1%
BlackRock
2
BlackRock
New York
$314M -$16.6M -214,174 -5%
State Street
3
State Street
Massachusetts
$124M +$15.1M +194,840 +14%
Goldman Sachs
4
Goldman Sachs
New York
$101M +$325K +4,181 +0.3%
Northern Trust
5
Northern Trust
Illinois
$81.2M +$6.8M +87,553 +9%
Renaissance Technologies
6
Renaissance Technologies
New York
$69.6M -$9.23M -118,800 -12%
JP Morgan Chase
7
JP Morgan Chase
New York
$63.3M +$11.6M +149,512 +22%
LIMS
8
Lasalle Investment Management Securities
Maryland
$62.2M +$2.35M +30,212 +4%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$57.5M -$456K -5,866 -0.8%
HCM
10
Hamlin Capital Management
New York
$55.9M +$13.8M +177,580 +33%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$51.5M +$549K +7,058 +1%
Bank of America
12
Bank of America
North Carolina
$49.9M +$6.76M +86,995 +16%
Principal Financial Group
13
Principal Financial Group
Iowa
$49.2M +$1.69M +21,686 +4%
N
14
Nuveen
North Carolina
$43.6M +$42.7M +549,972 +6,429%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$43.4M +$3.77M +48,531 +10%
Norges Bank
16
Norges Bank
Norway
$39.3M
Millennium Management
17
Millennium Management
New York
$33.8M +$10.3M +132,320 +44%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$30.8M +$7.09M +91,271 +30%
Public Employees Retirement Association of Colorado
19
Public Employees Retirement Association of Colorado
Colorado
$30.5M +$1.98M +25,517 +7%
AAMU
20
Amundi Asset Management US
Massachusetts
$28.8M -$962K -12,384 -16%
Allianz Asset Management
21
Allianz Asset Management
Germany
$26.7M +$630K +8,103 +2%
GKIM
22
GW&K Investment Management
Massachusetts
$24.8M +$1.74M +22,360 +8%
Charles Schwab
23
Charles Schwab
California
$23.7M +$583K +7,496 +3%
LSV Asset Management
24
LSV Asset Management
Illinois
$22.4M -$2.52M -32,404 -10%
WMSA
25
Weiss Multi-Strategy Advisers
New York
$21.2M +$4.76M +61,270 +29%

NHI Hedge Fund Activity: Q2 2019 in Review

236 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2019, worth a combined $2.43B — up 1% from $2.4B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of NHI and 23 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 110 added.

The largest buyer was Nuveen, adding an estimated $42.7M. The largest seller was Invesco, cutting an estimated $96M.

  • 236 institutional investors held National Health Investors (NHI) as of Q2 2019, down from 245 in Q1 2019.
  • Funds reported $2.43B of National Health Investors stock for Q2 2019, up 1% quarter-over-quarter.
  • 23 funds opened new National Health Investors positions in Q2 2019 and 28 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q2 2019 was Nuveen, an estimated $42.7M added.
  • The largest National Health Investors seller in Q2 2019 was Invesco, an estimated $96M sold.

Based on aggregated 13F filings for Q2 2019.