We are live on ! Find out more
NHI icon

National Health Investors

248 hedge funds and large institutions have $2.16B invested in National Health Investors in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 85 increasing their positions, 93 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $8.92M | Put options by funds: $6.5M

16% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 31

2% more funds holding

Funds holding: 244248 (+4)

5% more capital invested

Capital invested by funds: $2.06B → $2.16B (+$98.8M)

0.8% less ownership

Funds ownership: 66.71%65.9% (-0.8%)

9% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 93

Holders
248
Holders Change
+4
Holders Change %
+1.64%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
36
Increased
85
Reduced
93
Closed
31
Calls
$8.92M
Puts
$6.5M
Net Calls
+$2.42M
Net Calls Change
+$2.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$482M +$12.4M +178,187 +3%
BlackRock
2
BlackRock
New York
$332M +$8.5M +121,758 +3%
State Street
3
State Street
Massachusetts
$132M -$2.06M -29,499 -2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$87.1M -$408K -5,849 -0.5%
Goldman Sachs
5
Goldman Sachs
New York
$73.8M -$4.59M -65,808 -6%
Northern Trust
6
Northern Trust
Illinois
$64M -$12.6M -180,244 -17%
Macquarie Group
7
Macquarie Group
Australia
$63.6M -$1.46M -20,983 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$61.4M +$3.73M +53,469 +7%
Bank of America
9
Bank of America
North Carolina
$49.2M +$1.68M +24,004 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$47M -$389K -5,579 -0.9%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$43.5M +$40M +572,994 +1,999%
Charles Schwab
12
Charles Schwab
California
$39.7M +$1.86M +26,669 +5%
Norges Bank
13
Norges Bank
Norway
$37.2M -$5.17M -74,139 -13%
GKIM
14
GW&K Investment Management
Massachusetts
$30.3M +$86K +1,232 +0.3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$28.8M -$10.8M -154,458 -28%
JP Morgan Chase
16
JP Morgan Chase
New York
$23.9M +$1.95M +27,900 +9%
Principal Financial Group
17
Principal Financial Group
Iowa
$23.6M -$6.39M -91,628 -22%
American Century Companies
18
American Century Companies
Missouri
$22.1M +$4.62M +66,271 +28%
Legal & General Group
19
Legal & General Group
United Kingdom
$20.1M +$479K +6,864 +3%
NIG
20
NFJ Investment Group
Texas
$19.3M +$18.7M +267,522 New
CA
21
CapWealth Advisors
Tennessee
$19.3M +$402K +5,767 +2%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$18.4M -$20K -287 -0.1%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$15.4M +$5.4M +77,323 +57%
KCM
24
Kennedy Capital Management
Missouri
$15M -$838K -12,013 -5%
Invesco
25
Invesco
Georgia
$14.9M +$4.52M +64,761 +46%

NHI Hedge Fund Activity: Q1 2021 in Review

248 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2021, worth a combined $2.16B — up 4.8% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new NHI positions and 31 closed out — a net gain of 5 holders — while 85 added to existing stakes and 93 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $40M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $20.1M sold.

  • 248 institutional investors held National Health Investors (NHI) as of Q1 2021, up from 244 in Q4 2020.
  • Funds reported $2.16B of National Health Investors stock for Q1 2021, up 4.8% quarter-over-quarter.
  • 36 funds opened new National Health Investors positions in Q1 2021 and 31 closed out, a net change of +5 holders.
  • The largest National Health Investors buyer in Q1 2021 was Janus Henderson Group, an estimated $40M added.
  • The largest National Health Investors seller in Q1 2021 was Allianz Asset Management, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2021.