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National Health Investors

209 hedge funds and large institutions have $1.38B invested in National Health Investors in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 77 increasing their positions, 72 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $852K

7% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 72

0% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 17

1% less funds holding

Funds holding: 211209 (-2)

4% less capital invested

Capital invested by funds: $1.45B → $1.38B (-$62.5M)

1.55% less ownership

Funds ownership: 63.51%61.96% (-1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
209
Holders Change
-2
Holders Change %
-0.95%
% of All Funds
3.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
77
Reduced
72
Closed
17
Calls
$1.14M
Puts
$852K
Net Calls
+$285K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$317M +$1.17M +22,443 +0.4%
BlackRock
2
BlackRock
New York
$211M -$6.06M -115,863 -3%
State Street
3
State Street
Massachusetts
$108M +$484K +9,248 +0.4%
Principal Financial Group
4
Principal Financial Group
Iowa
$88.5M +$4.13M +78,898 +5%
Macquarie Group
5
Macquarie Group
Australia
$53.8M -$1.57M -30,013 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$49.6M +$1.73M +33,138 +4%
Bank of America
7
Bank of America
North Carolina
$39.7M -$9.29M -177,597 -19%
Charles Schwab
8
Charles Schwab
California
$36.4M +$754K +14,420 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$31.7M +$426K +8,149 +1%
Northern Trust
10
Northern Trust
Illinois
$31.2M +$47.1K +901 +0.1%
American Century Companies
11
American Century Companies
Missouri
$30.2M -$668K -12,768 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$26.8M -$1.5M -28,705 -5%
LIMS
13
Lasalle Investment Management Securities
Maryland
$25.1M -$3.75M -71,755 -13%
Norges Bank
14
Norges Bank
Norway
$22.8M +$161K +3,074 +0.7%
GKIM
15
GW&K Investment Management
Massachusetts
$20.7M +$249K +4,757 +1%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$19.7M -$3.54M -67,740 -15%
Legal & General Group
17
Legal & General Group
United Kingdom
$16M +$732K +13,984 +5%
Invesco
18
Invesco
Georgia
$14.7M +$1.61M +30,834 +12%
LBIM
19
Land & Buildings Investment Management
Connecticut
$11.6M +$11.9M +226,675 New
JP Morgan Chase
20
JP Morgan Chase
New York
$11.1M -$1.08M -20,677 -9%
UBS AM
21
UBS AM
Illinois
$10.2M +$106K +2,021 +1%
Morgan Stanley
22
Morgan Stanley
New York
$10.2M -$2.01M -38,422 -16%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$9.29M -$316K -6,049 -3%
UOC
24
UBS O'Connor
Illinois
$8.11M +$1.53M +29,226 +23%
LSV Asset Management
25
LSV Asset Management
Illinois
$6.2M -$62.8K -1,200 -1%

NHI Hedge Fund Activity: Q3 2023 in Review

209 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2023, worth a combined $1.38B — down 4.3% from $1.45B a quarter earlier.

Fund positioning in NHI was balanced in Q3 2023: 17 funds opened new positions, 17 closed out, 77 added to existing stakes and 72 trimmed.

The largest buyer was Land & Buildings Investment Management, opening a new position worth an estimated $11.9M. The largest seller was Bank of America, cutting an estimated $9.29M.

  • 209 institutional investors held National Health Investors (NHI) as of Q3 2023, down from 211 in Q2 2023.
  • Funds reported $1.38B of National Health Investors stock for Q3 2023, down 4.3% quarter-over-quarter.
  • 17 funds opened new National Health Investors positions in Q3 2023 and 17 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q3 2023 was Land & Buildings Investment Management, an estimated $11.9M added.
  • The largest National Health Investors seller in Q3 2023 was Bank of America, an estimated $9.29M sold.

Based on aggregated 13F filings for Q3 2023.