We are live on ! Find out more
NHI icon

National Health Investors

228 hedge funds and large institutions have $1.69B invested in National Health Investors in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.55B → $1.69B (+$134M)

0.76% more ownership

Funds ownership: 63.26%64.02% (+0.76%)

5% less funds holding

Funds holding: 239228 (-11)

17% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 41

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

38% less call options, than puts

Call options by funds: $2.55M | Put options by funds: $4.1M

Holders
228
Holders Change
-11
Holders Change %
-4.6%
% of All Funds
3.51%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
34
Increased
71
Reduced
88
Closed
41
Calls
$2.55M
Puts
$4.1M
Net Calls
-$1.55M
Net Calls Change
+$285K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$365M +$1.84M +33,326 +0.5%
BlackRock
2
BlackRock
New York
$261M +$8.03M +145,018 +3%
State Street
3
State Street
Massachusetts
$110M +$7.21M +130,364 +7%
Macquarie Group
4
Macquarie Group
Australia
$66.2M +$8.42M +152,097 +15%
LIMS
5
Lasalle Investment Management Securities
Maryland
$54.1M +$20.8M +375,566 +66%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$51.9M +$3M +54,207 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$47M -$4.31M -77,841 -9%
Sumitomo Mitsui Trust Group
8
Sumitomo Mitsui Trust Group
Japan
$42.1M +$12.3M +222,239 +43%
Bank of America
9
Bank of America
North Carolina
$41.3M -$80.7K -1,459 -0.2%
Goldman Sachs
10
Goldman Sachs
New York
$39.3M -$22.2M -400,971 -37%
Northern Trust
11
Northern Trust
Illinois
$38.1M -$3.64M -65,695 -9%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$36.5M -$1.43M -25,807 -4%
Charles Schwab
13
Charles Schwab
California
$35.2M +$117K +2,113 +0.3%
RIM
14
Rush Island Management
New York
$34.7M +$12.4M +223,863 +59%
American Century Companies
15
American Century Companies
Missouri
$34.3M +$1.24M +22,350 +4%
Norges Bank
16
Norges Bank
Norway
$25.8M -$308K -5,571 -1%
GKIM
17
GW&K Investment Management
Massachusetts
$23.8M -$309K -5,579 -1%
Invesco
18
Invesco
Georgia
$20.2M -$533K -9,635 -3%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.5M +$3.6M +64,978 +29%
Legal & General Group
20
Legal & General Group
United Kingdom
$16.3M -$52.5K -948 -0.3%
NIG
21
NFJ Investment Group
Texas
$14.1M -$1.13M -20,427 -8%
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$12.9M +$12.4M +224,955 New
UBS AM
23
UBS AM
Illinois
$12.3M +$1.24M +22,376 +12%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$11.9M -$480K -8,673 -4%
LSV Asset Management
25
LSV Asset Management
Illinois
$10.5M +$2.06M +37,139 +26%

NHI Hedge Fund Activity: Q4 2021 in Review

228 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2021, worth a combined $1.69B — up 8.6% from $1.55B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of NHI and 34 opened new positions — a net loss of 7 holders — while 88 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $22.2M.

  • 228 institutional investors held National Health Investors (NHI) as of Q4 2021, down from 239 in Q3 2021.
  • Funds reported $1.69B of National Health Investors stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2021 and 41 closed out, a net change of -7 holders.
  • The largest National Health Investors buyer in Q4 2021 was Lasalle Investment Management Securities, an estimated $20.8M added.
  • The largest National Health Investors seller in Q4 2021 was Goldman Sachs, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2021.