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National Health Investors

211 hedge funds and large institutions have $1.53B invested in National Health Investors in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 74 increasing their positions, 74 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $363K

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

10% more capital invested

Capital invested by funds: $1.38B → $1.53B (+$144M)

0.99% more ownership

Funds ownership: 61.96%62.94% (+0.99%)

1% more funds holding

Funds holding: 209211 (+2)

0% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 74

Holders
211
Holders Change
+2
Holders Change %
+0.96%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
74
Reduced
74
Closed
22
Calls
$1.17M
Puts
$363K
Net Calls
+$810K
Net Calls Change
+$525K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$343M -$1.43M -27,008 -0.4%
BlackRock
2
BlackRock
New York
$243M +$13.1M +247,144 +6%
State Street
3
State Street
Massachusetts
$119M +$1.66M +31,437 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$104M +$7.77M +146,735 +9%
Macquarie Group
5
Macquarie Group
Australia
$64.6M +$5.72M +107,941 +10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$56.5M +$2.45M +46,196 +5%
Bank of America
7
Bank of America
North Carolina
$44.3M +$1.11M +20,926 +3%
Charles Schwab
8
Charles Schwab
California
$39.4M -$200K -3,785 -0.5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$33.8M -$701K -13,242 -2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$32.3M +$3.08M +58,137 +11%
Northern Trust
11
Northern Trust
Illinois
$31.2M -$2.63M -49,631 -8%
LIMS
12
Lasalle Investment Management Securities
Maryland
$26.2M -$1.08M -20,410 -4%
Norges Bank
13
Norges Bank
Norway
$25.4M +$631K +11,921 +3%
Morgan Stanley
14
Morgan Stanley
New York
$23.1M +$11.4M +215,933 +109%
LBIM
15
Land & Buildings Investment Management
Connecticut
$23M +$9.82M +185,377 +82%
WCP
16
Waterfront Capital Partners
New York
$21.9M +$20.7M +391,453 New
GKIM
17
GW&K Investment Management
Massachusetts
$21M -$1.49M -28,142 -7%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$20.7M -$632K -11,931 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$18M +$591K +11,161 +4%
JP Morgan Chase
20
JP Morgan Chase
New York
$11.8M -$207K -3,908 -2%
UBS AM
21
UBS AM
Illinois
$11M -$64.1K -1,210 -0.6%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$10.6M +$440K +8,316 +5%
Invesco
23
Invesco
Georgia
$9.04M -$6.62M -125,098 -44%
LSV Asset Management
24
LSV Asset Management
Illinois
$6.64M -$95.3K -1,800 -1%
Goldman Sachs
25
Goldman Sachs
New York
$6.62M +$1.11M +20,971 +22%

NHI Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2023, worth a combined $1.53B — up 10% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new NHI positions and 22 closed out — a net gain of 3 holders — while 74 added to existing stakes and 74 trimmed.

The largest buyer was Waterfront Capital Partners, opening a new position worth an estimated $20.7M. The largest seller was American Century Companies, cutting an estimated $30.3M.

  • 211 institutional investors held National Health Investors (NHI) as of Q4 2023, up from 209 in Q3 2023.
  • Funds reported $1.53B of National Health Investors stock for Q4 2023, up 10% quarter-over-quarter.
  • 25 funds opened new National Health Investors positions in Q4 2023 and 22 closed out, a net change of +3 holders.
  • The largest National Health Investors buyer in Q4 2023 was Waterfront Capital Partners, an estimated $20.7M added.
  • The largest National Health Investors seller in Q4 2023 was American Century Companies, an estimated $30.3M sold.

Based on aggregated 13F filings for Q4 2023.