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National Health Investors

227 hedge funds and large institutions have $1.42B invested in National Health Investors in 2023 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 75 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.38M

1.5% more ownership

Funds ownership: 61.98%63.48% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 75

3% more capital invested

Capital invested by funds: $1.37B → $1.42B (+$46.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 233227 (-6)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

Holders
227
Holders Change
-6
Holders Change %
-2.58%
% of All Funds
3.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
82
Reduced
75
Closed
33
Calls
$2.28M
Puts
$1.38M
Net Calls
+$899K
Net Calls Change
-$151K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$325M +$812K +14,885 +0.2%
BlackRock
2
BlackRock
New York
$215M -$4.18M -76,696 -2%
State Street
3
State Street
Massachusetts
$111M -$1.37M -25,127 -1%
Macquarie Group
4
Macquarie Group
Australia
$57.5M -$166K -3,047 -0.3%
Principal Financial Group
5
Principal Financial Group
Iowa
$55.8M +$59M +1,082,334 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$47.4M +$1.61M +29,476 +3%
Bank of America
7
Bank of America
North Carolina
$46.8M +$7.33M +134,418 +17%
Charles Schwab
8
Charles Schwab
California
$34.5M +$1.71M +31,263 +5%
Northern Trust
9
Northern Trust
Illinois
$32.1M -$1.11M -20,431 -3%
American Century Companies
10
American Century Companies
Missouri
$31.9M -$5.19M -95,144 -13%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$31.2M -$191K -3,500 -0.6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$30.2M -$8.51M -156,110 -21%
LIMS
13
Lasalle Investment Management Securities
Maryland
$29.9M +$14.3M +262,453 +83%
Norges Bank
14
Norges Bank
Norway
$24.8M +$4.3M +78,900 +20%
Sumitomo Mitsui Trust Group
15
Sumitomo Mitsui Trust Group
Japan
$23.2M +$9.17M +168,136 +60%
GKIM
16
GW&K Investment Management
Massachusetts
$20.8M +$315K +5,783 +1%
Legal & General Group
17
Legal & General Group
United Kingdom
$15.3M +$1.1M +20,162 +7%
Invesco
18
Invesco
Georgia
$15.3M -$242K -4,434 -1%
Morgan Stanley
19
Morgan Stanley
New York
$12.8M +$1.76M +32,250 +15%
WMSA
20
Weiss Multi-Strategy Advisers
New York
$11.7M +$12.4M +227,631 New
Walleye Capital
21
Walleye Capital
New York
$11M +$11.6M +212,660 New
JP Morgan Chase
22
JP Morgan Chase
New York
$10.7M +$389K +7,128 +4%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$10.2M +$9.6M +175,970 +785%
UBS AM
24
UBS AM
Illinois
$10.1M +$458K +8,399 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$8.97M -$3.96M -72,557 -29%

NHI Hedge Fund Activity: Q1 2023 in Review

227 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2023, worth a combined $1.42B — up 3.4% from $1.37B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of NHI and 28 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 82 added.

The largest buyer was Principal Financial Group, opening a new position worth an estimated $59M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $18M sold.

  • 227 institutional investors held National Health Investors (NHI) as of Q1 2023, down from 233 in Q4 2022.
  • Funds reported $1.42B of National Health Investors stock for Q1 2023, up 3.4% quarter-over-quarter.
  • 28 funds opened new National Health Investors positions in Q1 2023 and 33 closed out, a net change of -5 holders.
  • The largest National Health Investors buyer in Q1 2023 was Principal Financial Group, an estimated $59M added.
  • The largest National Health Investors seller in Q1 2023 was Balyasny Asset Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2023.