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National Health Investors

237 hedge funds and large institutions have $1.9B invested in National Health Investors in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 91 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more call options, than puts

Call options by funds: $9.91M | Put options by funds: $7.41M

23% more capital invested

Capital invested by funds: $1.55B → $1.9B (+$351M)

0.1% less ownership

Funds ownership: 70.3%70.21% (-0.1%)

7% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 91

3% less funds holding

Funds holding: 245237 (-8)

21% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 34

Holders
237
Holders Change
-8
Holders Change %
-3.27%
% of All Funds
4.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
85
Reduced
91
Closed
34
Calls
$9.91M
Puts
$7.41M
Net Calls
+$2.49M
Net Calls Change
-$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$411M -$12M -218,081 -3%
BlackRock
2
BlackRock
New York
$262M +$6.93M +126,119 +3%
State Street
3
State Street
Massachusetts
$122M +$21.2M +385,041 +24%
Northern Trust
4
Northern Trust
Illinois
$67.6M +$204K +3,709 +0.3%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$64.5M +$8.9M +161,946 +18%
JP Morgan Chase
6
JP Morgan Chase
New York
$62.5M -$1.14M -20,788 -2%
HCM
7
Hamlin Capital Management
New York
$52.3M +$11.1M +202,821 +31%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.5M +$8.9M +161,951 +25%
Goldman Sachs
9
Goldman Sachs
New York
$46.3M -$15.1M -275,415 -27%
Bank of America
10
Bank of America
North Carolina
$44.8M +$562K +10,221 +1%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$41.9M +$417K +7,587 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$39.8M -$19.9M -362,200 -36%
Norges Bank
13
Norges Bank
Norway
$38.1M +$4.57M +83,191 +15%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$33.1M -$3.38M -61,535 -10%
Principal Financial Group
15
Principal Financial Group
Iowa
$30M -$2.33M -42,348 -8%
GKIM
16
GW&K Investment Management
Massachusetts
$25M -$482K -8,768 -2%
LSV Asset Management
17
LSV Asset Management
Illinois
$21.1M +$4.76M +86,700 +33%
Charles Schwab
18
Charles Schwab
California
$20.6M +$896K +16,310 +5%
Allianz Asset Management
19
Allianz Asset Management
Germany
$19.2M -$3.63M -66,098 -17%
CC
20
Carlson Capital
Texas
$18.5M +$4.03M +73,400 +32%
Macquarie Group
21
Macquarie Group
Australia
$17.2M +$14.7M +268,219 +1,822%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$16.2M
Legal & General Group
23
Legal & General Group
United Kingdom
$14.5M -$1.01M -18,308 -7%
CA
24
CapWealth Advisors
Tennessee
$13.9M +$6.6M +120,201 +111%
KCM
25
Kennedy Capital Management
Missouri
$12.9M +$805K +14,645 +7%

NHI Hedge Fund Activity: Q2 2020 in Review

237 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q2 2020, worth a combined $1.9B — up 23% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of NHI and 27 opened new positions — a net loss of 7 holders — while 91 trimmed existing stakes and 85 added.

The largest buyer was State Street, adding an estimated $21.2M. The largest seller was Renaissance Technologies, cutting an estimated $19.9M.

  • 237 institutional investors held National Health Investors (NHI) as of Q2 2020, down from 245 in Q1 2020.
  • Funds reported $1.9B of National Health Investors stock for Q2 2020, up 23% quarter-over-quarter.
  • 27 funds opened new National Health Investors positions in Q2 2020 and 34 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q2 2020 was State Street, an estimated $21.2M added.
  • The largest National Health Investors seller in Q2 2020 was Renaissance Technologies, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2020.