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National Health Investors

239 hedge funds and large institutions have $1.55B invested in National Health Investors in 2021 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 76 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

12% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 76

0% more funds holding

Funds holding: 239239 (0)

1.98% less ownership

Funds ownership: 65.24%63.26% (-2%)

22% less capital invested

Capital invested by funds: $2B → $1.55B (-$450M)

41% less call options, than puts

Call options by funds: $2.69M | Put options by funds: $4.53M

Holders
239
Holders Change
Holders Change %
0%
% of All Funds
4.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
85
Reduced
76
Closed
33
Calls
$2.69M
Puts
$4.53M
Net Calls
-$1.84M
Net Calls Change
-$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$338M -$5.15M -82,374 -1%
BlackRock
2
BlackRock
New York
$235M -$7.8M -124,850 -3%
State Street
3
State Street
Massachusetts
$95.5M +$579K +9,272 +0.5%
Goldman Sachs
4
Goldman Sachs
New York
$58.1M +$1.76M +28,172 +3%
Macquarie Group
5
Macquarie Group
Australia
$53.5M +$8.08M +129,269 +15%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$48M +$750K +11,999 +1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$45.5M -$2.2M -35,157 -4%
Northern Trust
8
Northern Trust
Illinois
$38.9M -$8.9M -142,494 -16%
Bank of America
9
Bank of America
North Carolina
$38.5M +$297K +4,759 +0.7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$35.4M +$3.19K +51 +0%
Charles Schwab
11
Charles Schwab
California
$32.6M +$1.45M +23,280 +4%
American Century Companies
12
American Century Companies
Missouri
$30.7M +$2.44M +39,059 +7%
LIMS
13
Lasalle Investment Management Securities
Maryland
$30.3M +$15.1M +241,547 +74%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$27.3M +$11.5M +183,445 +56%
Norges Bank
15
Norges Bank
Norway
$24.3M -$2.44M -39,066 -8%
GKIM
16
GW&K Investment Management
Massachusetts
$22.5M -$71.7K -1,148 -0.3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$21.3M +$1.19K +19 +0%
RIM
18
Rush Island Management
New York
$20.3M +$23.7M +379,939 New
Invesco
19
Invesco
Georgia
$19.4M +$1.2M +19,149 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$15.2M +$725K +11,607 +4%
NIG
21
NFJ Investment Group
Texas
$14.2M -$1.28M -20,451 -7%
Public Employees Retirement Association of Colorado
22
Public Employees Retirement Association of Colorado
Colorado
$13.1M -$532K -8,511 -3%
JP Morgan Chase
23
JP Morgan Chase
New York
$11.9M -$4.65M -74,384 -25%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$11.6M -$1M -16,017 -7%
Morgan Stanley
25
Morgan Stanley
New York
$10.2M +$316K +5,065 +3%

NHI Hedge Fund Activity: Q3 2021 in Review

239 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2021, worth a combined $1.55B — down 22% from $2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 33 closed out — a net gain of 4 holders — while 85 added to existing stakes and 76 trimmed.

The largest buyer was Rush Island Management, opening a new position worth an estimated $23.7M. The largest seller was Janus Henderson Group, cutting an estimated $48.8M.

  • 239 institutional investors held National Health Investors (NHI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $1.55B of National Health Investors stock for Q3 2021, down 22% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2021 and 33 closed out, a net change of +4 holders.
  • The largest National Health Investors buyer in Q3 2021 was Rush Island Management, an estimated $23.7M added.
  • The largest National Health Investors seller in Q3 2021 was Janus Henderson Group, an estimated $48.8M sold.

Based on aggregated 13F filings for Q3 2021.