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National Health Investors

229 hedge funds and large institutions have $1.81B invested in National Health Investors in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $4.86M | Put options by funds: $4.79M

5% less capital invested

Capital invested by funds: $1.9B → $1.81B (-$93.5M)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

2.95% less ownership

Funds ownership: 70.21%67.26% (-2.9%)

3% less funds holding

Funds holding: 237229 (-8)

16% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 25

Holders
229
Holders Change
-8
Holders Change %
-3.38%
% of All Funds
4.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
83
Reduced
91
Closed
25
Calls
$4.86M
Puts
$4.79M
Net Calls
+$63K
Net Calls Change
-$2.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$386M -$22.5M -364,228 -5%
BlackRock
2
BlackRock
New York
$254M -$6.51M -105,495 -2%
State Street
3
State Street
Massachusetts
$113M -$7.84M -126,940 -6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$68.2M +$4.26M +68,922 +6%
Northern Trust
5
Northern Trust
Illinois
$65.7M -$1.47M -23,734 -2%
HCM
6
Hamlin Capital Management
New York
$56M +$4.13M +66,864 +8%
Macquarie Group
7
Macquarie Group
Australia
$51.7M +$35.5M +574,208 +203%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49M -$199K -3,231 -0.4%
Bank of America
9
Bank of America
North Carolina
$43.2M -$1.35M -21,832 -3%
Goldman Sachs
10
Goldman Sachs
New York
$42M -$4.12M -66,713 -9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$40.3M -$1.37M -22,242 -3%
Norges Bank
12
Norges Bank
Norway
$35.5M -$2.37M -38,404 -6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$33.3M +$510K +8,259 +2%
Charles Schwab
14
Charles Schwab
California
$31.2M +$11M +178,095 +53%
Principal Financial Group
15
Principal Financial Group
Iowa
$27.7M -$2.15M -34,849 -7%
GKIM
16
GW&K Investment Management
Massachusetts
$25.3M +$505K +8,178 +2%
Renaissance Technologies
17
Renaissance Technologies
New York
$21.7M -$18.2M -295,500 -45%
Allianz Asset Management
18
Allianz Asset Management
Germany
$19.5M +$471K +7,635 +2%
Legal & General Group
19
Legal & General Group
United Kingdom
$15.9M +$1.54M +24,868 +10%
Public Employees Retirement Association of Colorado
20
Public Employees Retirement Association of Colorado
Colorado
$15.4M -$700K -11,336 -4%
CA
21
CapWealth Advisors
Tennessee
$14.8M +$1.02M +16,512 +7%
UBS AM
22
UBS AM
Illinois
$13.9M +$2.25M +36,485 +19%
CCMG
23
Clark Capital Management Group
Pennsylvania
$13.9M +$12.5M +203,212 +757%
LSV Asset Management
24
LSV Asset Management
Illinois
$13.3M -$7.82M -126,600 -36%
American Century Companies
25
American Century Companies
Missouri
$12.9M +$1.99M +32,212 +18%

NHI Hedge Fund Activity: Q3 2020 in Review

229 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2020, worth a combined $1.81B — down 4.9% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of NHI and 21 opened new positions — a net loss of 4 holders — while 91 trimmed existing stakes and 83 added.

The largest buyer was Macquarie Group, adding an estimated $35.5M. The largest seller was JP Morgan Chase, cutting an estimated $54.6M.

  • 229 institutional investors held National Health Investors (NHI) as of Q3 2020, down from 237 in Q2 2020.
  • Funds reported $1.81B of National Health Investors stock for Q3 2020, down 4.9% quarter-over-quarter.
  • 21 funds opened new National Health Investors positions in Q3 2020 and 25 closed out, a net change of -4 holders.
  • The largest National Health Investors buyer in Q3 2020 was Macquarie Group, an estimated $35.5M added.
  • The largest National Health Investors seller in Q3 2020 was JP Morgan Chase, an estimated $54.6M sold.

Based on aggregated 13F filings for Q3 2020.