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National Health Investors

233 hedge funds and large institutions have $1.37B invested in National Health Investors in 2022 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 83 increasing their positions, 81 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.29M

2% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 81

0.06% more ownership

Funds ownership: 61.92%61.98% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 242233 (-9)

12% less capital invested

Capital invested by funds: $1.56B → $1.37B (-$190M)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
3.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
83
Reduced
81
Closed
39
Calls
$2.34M
Puts
$1.29M
Net Calls
+$1.05M
Net Calls Change
-$251K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$328M -$8.36M -152,429 -2%
BlackRock
2
BlackRock
New York
$222M +$4.61M +84,105 +2%
State Street
3
State Street
Massachusetts
$113M -$1.13M -20,551 -1%
Macquarie Group
4
Macquarie Group
Australia
$58.4M -$11.3M -206,023 -16%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$46.5M +$93.6K +1,708 +0.2%
Bank of America
6
Bank of America
North Carolina
$40.3M -$1.51M -27,624 -3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$38.7M +$2.62M +47,742 +7%
American Century Companies
8
American Century Companies
Missouri
$37.2M -$1.1M -20,034 -3%
Northern Trust
9
Northern Trust
Illinois
$33.5M +$658K +12,001 +2%
Charles Schwab
10
Charles Schwab
California
$33.3M +$47.3K +863 +0.1%
Norges Bank
11
Norges Bank
Norway
$21M +$1.79M +32,683 +9%
GKIM
12
GW&K Investment Management
Massachusetts
$20.8M -$660K -12,044 -3%
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$18M +$18.8M +343,802 New
Millennium Management
14
Millennium Management
New York
$16.7M +$8.69M +158,605 +99%
LIMS
15
Lasalle Investment Management Securities
Maryland
$16.6M +$1.04M +18,946 +6%
Invesco
16
Invesco
Georgia
$15.8M +$532K +9,705 +3%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$14.7M +$739K +13,474 +5%
Legal & General Group
18
Legal & General Group
United Kingdom
$14.5M +$396K +7,231 +3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$12.9M +$5.65M +103,005 +72%
Morgan Stanley
20
Morgan Stanley
New York
$11.2M -$470K -8,575 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$10.4M +$166K +3,033 +2%
UBS AM
22
UBS AM
Illinois
$9.81M +$84.9K +1,549 +0.8%
Goldman Sachs
23
Goldman Sachs
New York
$9.63M +$3.25M +59,255 +47%
Citadel Advisors
24
Citadel Advisors
Florida
$8.9M +$7.16M +130,542 +328%
Barclays
25
Barclays
United Kingdom
$8.75M +$532K +9,701 +6%

NHI Hedge Fund Activity: Q4 2022 in Review

233 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2022, worth a combined $1.37B — down 12% from $1.56B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of NHI and 34 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 83 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $18.8M. The largest seller was Westfield Capital Management, exiting entirely with an estimated $54.2M sold.

  • 233 institutional investors held National Health Investors (NHI) as of Q4 2022, down from 242 in Q3 2022.
  • Funds reported $1.37B of National Health Investors stock for Q4 2022, down 12% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q4 2022 and 39 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q4 2022 was Balyasny Asset Management, an estimated $18.8M added.
  • The largest National Health Investors seller in Q4 2022 was Westfield Capital Management, an estimated $54.2M sold.

Based on aggregated 13F filings for Q4 2022.