We are live on ! Find out more
NHI icon

National Health Investors
NHI

244 hedge funds and large institutions have $2.06B invested in National Health Investors in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 87 increasing their positions, 82 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $1.81B → $2.06B (+$251M)

7% more funds holding

Funds holding: 229 → 244 (+15)

6% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 82

1% more call options, than puts

Call options by funds: $3.98M | Put options by funds: $3.94M

0.55% less ownership

Funds ownership: 67.26% → 66.71% (-0.55%)

Holders
244
Holders Change
+15
Holders Change %
+6.55%
% of All Funds
4.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
87
Reduced
82
Closed
24
Calls
$3.98M
Puts
$3.94M
Net Calls
+$41K
Net Calls Change
-$22K

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$24.9M
2
BlackRock
BlackRock
New York
+$17M
3
WCP
Waterfront Capital Partners
New York
+$12.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$10.1M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$5.64M

Top Sellers

1
HCM
Hamlin Capital Management
New York
-$56M
2
Renaissance Technologies
Renaissance Technologies
New York
-$18.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$13.9M
4
CC
Carlson Capital
Texas
-$5.72M
5
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$5.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$449M +$5.42M +85,228 +1%
BlackRock
2
BlackRock
New York
$310M +$17M +266,783 +6%
State Street
3
State Street
Massachusetts
$128M -$1.28M -20,210 -1%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$83.7M +$5.01M +78,743 +7%
Goldman Sachs
5
Goldman Sachs
New York
$75.2M +$24.9M +391,039 +56%
Northern Trust
6
Northern Trust
Illinois
$73.7M -$1.56M -24,469 -2%
Macquarie Group
7
Macquarie Group
Australia
$62.3M +$2.77M +43,505 +5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$55.1M -$1.03M -16,153 -2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$45.4M -$756K -11,885 -2%
Bank of America
10
Bank of America
North Carolina
$45.4M -$3.81M -60,004 -8%
Norges Bank
11
Norges Bank
Norway
$40.8M – – –
Fidelity Investments
12
Fidelity Investments
Massachusetts
$38.2M +$3.31K +52 +0%
Charles Schwab
13
Charles Schwab
California
$36.2M +$389K +6,124 +1%
Principal Financial Group
14
Principal Financial Group
Iowa
$29M -$2.56M -40,299 -9%
GKIM
15
GW&K Investment Management
Massachusetts
$28.9M -$130K -2,045 -0.5%
JP Morgan Chase
16
JP Morgan Chase
New York
$21M +$10.1M +158,570 +110%
Allianz Asset Management
17
Allianz Asset Management
Germany
$20.1M -$2.12M -33,407 -10%
Legal & General Group
18
Legal & General Group
United Kingdom
$18.7M +$470K +7,386 +3%
CA
19
CapWealth Advisors
Tennessee
$18.1M +$1.02M +16,028 +7%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$17.9M +$5.64M +88,700 +52%
UBS AM
21
UBS AM
Illinois
$17.9M +$1.82M +28,694 +12%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$17.6M -$41.1K -647 -0.3%
American Century Companies
23
American Century Companies
Missouri
$16.6M +$1.68M +26,425 +12%
LSV Asset Management
24
LSV Asset Management
Illinois
$16.3M +$922K +14,506 +7%
KCM
25
Kennedy Capital Management
Missouri
$15.2M +$591K +9,291 +4%
1
2 3 4 5

NHI Hedge Fund Activity: Q4 2020 in Review

244 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2020, worth a combined $2.06B — up 14% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new NHI positions and 24 closed out — a net gain of 16 holders — while 87 added to existing stakes and 82 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $24.9M. The largest seller was Hamlin Capital Management, exiting entirely with an estimated $56M sold.

  • 244 institutional investors held National Health Investors (NHI) as of Q4 2020, up from 229 in Q3 2020.
  • Funds reported $2.06B of National Health Investors stock for Q4 2020, up 14% quarter-over-quarter.
  • 40 funds opened new National Health Investors positions in Q4 2020 and 24 closed out, a net change of +16 holders.
  • The largest National Health Investors buyer in Q4 2020 was Goldman Sachs, an estimated $24.9M added.
  • The largest National Health Investors seller in Q4 2020 was Hamlin Capital Management, an estimated $56M sold.

Based on aggregated 13F filings for Q4 2020.