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National Health Investors
NHI

221 hedge funds and large institutions have $1.7B invested in National Health Investors in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

650% more call options, than puts

Call options by funds: $2.87M | Put options by funds: $383K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

11% more capital invested

Capital invested by funds: $1.53B → $1.7B (+$168M)

5% more funds holding

Funds holding: 211 → 221 (+10)

0% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 75

0.71% less ownership

Funds ownership: 62.94% → 62.23% (-0.71%)

Holders
221
Holders Change
+10
Holders Change %
+4.74%
% of All Funds
3.18%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
34
Increased
75
Reduced
75
Closed
21
Calls
$2.87M
Puts
$383K
Net Calls
+$2.49M
Net Calls Change
+$1.68M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$3.95M
2
JAM
Jupiter Asset Management
United Kingdom
+$3.55M
3
Deutsche Bank
Deutsche Bank
Germany
+$2.89M
4
Prudential Financial
Prudential Financial
New Jersey
+$2.84M
5
Russell Investments Group
Russell Investments Group
United Kingdom
+$2.67M

Top Sellers

1
State Street
State Street
Massachusetts
-$12.5M
2
Morgan Stanley
Morgan Stanley
New York
-$11.7M
3
WCP
Waterfront Capital Partners
New York
-$4.9M
4
Principal Financial Group
Principal Financial Group
Iowa
-$4.47M
5
Invesco
Invesco
Georgia
-$3.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$389M +$2.45M +43,520 +0.7%
BlackRock
2
BlackRock
New York
$271M -$2.15M -38,140 -0.9%
State Street
3
State Street
Massachusetts
$120M -$12.5M -221,793 -11%
Principal Financial Group
4
Principal Financial Group
Iowa
$113M -$4.47M -79,195 -4%
Macquarie Group
5
Macquarie Group
Australia
$70.4M -$1.97M -34,957 -3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$65.3M +$1.52M +26,924 +3%
Bank of America
7
Bank of America
North Carolina
$50.8M +$899K +15,941 +2%
Charles Schwab
8
Charles Schwab
California
$45M +$568K +10,076 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$38.4M +$400K +7,090 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$33.6M -$2.53M -44,802 -8%
Northern Trust
11
Northern Trust
Illinois
$33M -$1.89M -33,434 -6%
LIMS
12
Lasalle Investment Management Securities
Maryland
$31.9M +$2.23M +39,554 +8%
Norges Bank
13
Norges Bank
Norway
$31.1M +$2.21M +39,131 +9%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$25.6M +$2.07M +36,653 +10%
LBIM
15
Land & Buildings Investment Management
Connecticut
$25.1M -$702K -12,450 -3%
GKIM
16
GW&K Investment Management
Massachusetts
$23.2M -$359K -6,363 -2%
Legal & General Group
17
Legal & General Group
United Kingdom
$20M -$265K -4,692 -1%
WCP
18
Waterfront Capital Partners
New York
$19.1M -$4.9M -86,837 -22%
JP Morgan Chase
19
JP Morgan Chase
New York
$13M -$230K -4,070 -2%
Morgan Stanley
20
Morgan Stanley
New York
$13M -$11.7M -207,150 -50%
UBS AM
21
UBS AM
Illinois
$11.9M -$391K -6,938 -4%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$9.86M +$487K +8,642 +5%
Asset Management One
23
Asset Management One
Japan
$8.62M +$1.66M +29,487 +27%
Deutsche Bank
24
Deutsche Bank
Germany
$8.6M +$2.89M +51,201 +60%
LSV Asset Management
25
LSV Asset Management
Illinois
$7.96M +$440K +7,800 +7%
1
2 3 4 5

NHI Hedge Fund Activity: Q1 2024 in Review

221 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q1 2024, worth a combined $1.7B — up 11% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new NHI positions and 21 closed out — a net gain of 13 holders — while 75 added to existing stakes and 75 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $3.95M. The largest seller was State Street, cutting an estimated $12.5M.

  • 221 institutional investors held National Health Investors (NHI) as of Q1 2024, up from 211 in Q4 2023.
  • Funds reported $1.7B of National Health Investors stock for Q1 2024, up 11% quarter-over-quarter.
  • 34 funds opened new National Health Investors positions in Q1 2024 and 21 closed out, a net change of +13 holders.
  • The largest National Health Investors buyer in Q1 2024 was First Trust Advisors, an estimated $3.95M added.
  • The largest National Health Investors seller in Q1 2024 was State Street, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.