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National Health Investors

233 hedge funds and large institutions have $1.71B invested in National Health Investors in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 71 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

2% more funds holding

Funds holding: 228233 (+5)

2.1% more ownership

Funds ownership: 64.02%66.12% (+2.1%)

1% more capital invested

Capital invested by funds: $1.69B → $1.71B (+$22.7M)

15% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 84

21% less call options, than puts

Call options by funds: $2.4M | Put options by funds: $3.04M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
3.68%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
38
Increased
71
Reduced
84
Closed
30
Calls
$2.4M
Puts
$3.04M
Net Calls
-$636K
Net Calls Change
+$916K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$378M +$3.47M +60,990 +1%
BlackRock
2
BlackRock
New York
$254M -$13.1M -230,587 -5%
State Street
3
State Street
Massachusetts
$131M +$17.1M +299,737 +16%
LIMS
4
Lasalle Investment Management Securities
Maryland
$70M +$13.9M +244,830 +26%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$54.1M +$750K +13,171 +1%
Bank of America
6
Bank of America
North Carolina
$52.4M +$9.65M +169,598 +24%
Sumitomo Mitsui Trust Group
7
Sumitomo Mitsui Trust Group
Japan
$50.5M +$7.02M +123,298 +17%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$48.2M -$59.3K -1,042 -0.1%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$46.8M +$45.1M +793,087 New
American Century Companies
10
American Century Companies
Missouri
$41.5M +$6.1M +107,179 +18%
RIM
11
Rush Island Management
New York
$41.4M +$5.56M +97,695 +16%
Northern Trust
12
Northern Trust
Illinois
$37.8M -$1.21M -21,211 -3%
Charles Schwab
13
Charles Schwab
California
$37.7M +$1.51M +26,611 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$36.1M -$1.32M -23,124 -4%
Norges Bank
15
Norges Bank
Norway
$25.6M -$854K -15,000 -3%
GKIM
16
GW&K Investment Management
Massachusetts
$24.6M +$134K +2,354 +0.6%
Invesco
17
Invesco
Georgia
$21.3M +$500K +8,785 +2%
LSV Asset Management
18
LSV Asset Management
Illinois
$20.9M +$9.79M +171,949 +94%
Legal & General Group
19
Legal & General Group
United Kingdom
$16.3M -$444K -7,795 -3%
JP Morgan Chase
20
JP Morgan Chase
New York
$15.4M -$1.46M -25,665 -9%
NIG
21
NFJ Investment Group
Texas
$14M -$460K -8,074 -3%
MFIMFI
22
Mesirow Financial Investment Management - Fixed Income
Illinois
$13.3M -$2.85K -50 -0%
UBS AM
23
UBS AM
Illinois
$12.9M +$252K +4,425 +2%
Morgan Stanley
24
Morgan Stanley
New York
$9.87M +$499K +8,776 +6%
N
25
Nuveen
North Carolina
$9.52M +$21.1K +370 +0.2%

NHI Hedge Fund Activity: Q1 2022 in Review

233 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2022, worth a combined $1.71B — up 1.3% from $1.69B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new NHI positions and 30 closed out — a net gain of 8 holders — while 71 added to existing stakes and 84 trimmed.

The largest buyer was Westfield Capital Management, opening a new position worth an estimated $45.1M. The largest seller was Goldman Sachs, cutting an estimated $33.5M.

  • 233 institutional investors held National Health Investors (NHI) as of Q1 2022, up from 228 in Q4 2021.
  • Funds reported $1.71B of National Health Investors stock for Q1 2022, up 1.3% quarter-over-quarter.
  • 38 funds opened new National Health Investors positions in Q1 2022 and 30 closed out, a net change of +8 holders.
  • The largest National Health Investors buyer in Q1 2022 was Westfield Capital Management, an estimated $45.1M added.
  • The largest National Health Investors seller in Q1 2022 was Goldman Sachs, an estimated $33.5M sold.

Based on aggregated 13F filings for Q1 2022.