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National Health Investors

242 hedge funds and large institutions have $1.56B invested in National Health Investors in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 62 increasing their positions, 92 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $3.1M | Put options by funds: $1.8M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

3% more funds holding

Funds holding: 235242 (+7)

2.57% less ownership

Funds ownership: 64.49%61.92% (-2.6%)

13% less capital invested

Capital invested by funds: $1.8B → $1.56B (-$239M)

33% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 92

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
242
Holders Change
+7
Holders Change %
+2.98%
% of All Funds
4.17%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
37
Increased
62
Reduced
92
Closed
28
Calls
$3.1M
Puts
$1.8M
Net Calls
+$1.3M
Net Calls Change
+$20K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$364M -$4.99M -79,175 -1%
BlackRock
2
BlackRock
New York
$235M -$11M -174,578 -4%
State Street
3
State Street
Massachusetts
$124M -$2.49M -39,534 -2%
Macquarie Group
4
Macquarie Group
Australia
$74.9M -$2.43M -38,596 -3%
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$54.2M -$1.9M -30,194 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$50.2M -$1.2M -18,983 -2%
Bank of America
7
Bank of America
North Carolina
$45.2M -$1.49M -23,664 -3%
American Century Companies
8
American Century Companies
Missouri
$41.4M +$1.34M +21,310 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$39.2M -$3.52M -55,898 -7%
Charles Schwab
10
Charles Schwab
California
$36M -$250K -3,970 -0.6%
Northern Trust
11
Northern Trust
Illinois
$35.6M +$86.1K +1,366 +0.2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$34.8M +$223K +3,543 +0.6%
GKIM
13
GW&K Investment Management
Massachusetts
$23.1M -$2.32M -36,790 -8%
Norges Bank
14
Norges Bank
Norway
$20.9M -$2.44M -38,700 -9%
LSV Asset Management
15
LSV Asset Management
Illinois
$17.1M -$8.39M -133,171 -31%
LIMS
16
Lasalle Investment Management Securities
Maryland
$16.9M -$33M -523,872 -64%
Invesco
17
Invesco
Georgia
$16.5M -$1.53M -24,247 -8%
Legal & General Group
18
Legal & General Group
United Kingdom
$15.3M -$1.04M -16,484 -6%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$15.1M -$22.1M -350,235 -57%
Morgan Stanley
20
Morgan Stanley
New York
$12.7M +$2.31M +36,638 +20%
JP Morgan Chase
21
JP Morgan Chase
New York
$11.1M -$188K -2,991 -1%
UBS AM
22
UBS AM
Illinois
$10.5M -$931K -14,770 -7%
Millennium Management
23
Millennium Management
New York
$9.06M -$6.19M -98,251 -38%
Prudential Financial
24
Prudential Financial
New Jersey
$9.05M +$7.37M +117,015 +272%
Barclays
25
Barclays
United Kingdom
$8.93M +$6.04M +95,768 +154%

NHI Hedge Fund Activity: Q3 2022 in Review

242 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2022, worth a combined $1.56B — down 13% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new NHI positions and 28 closed out — a net gain of 9 holders — while 62 added to existing stakes and 92 trimmed.

The largest buyer was Prudential Financial, adding an estimated $7.37M. The largest seller was Lasalle Investment Management Securities, cutting an estimated $33M.

  • 242 institutional investors held National Health Investors (NHI) as of Q3 2022, up from 235 in Q2 2022.
  • Funds reported $1.56B of National Health Investors stock for Q3 2022, down 13% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q3 2022 and 28 closed out, a net change of +9 holders.
  • The largest National Health Investors buyer in Q3 2022 was Prudential Financial, an estimated $7.37M added.
  • The largest National Health Investors seller in Q3 2022 was Lasalle Investment Management Securities, an estimated $33M sold.

Based on aggregated 13F filings for Q3 2022.