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National Health Investors

283 hedge funds and large institutions have $2.52B invested in National Health Investors in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 86 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

347% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 15

67% more call options, than puts

Call options by funds: $815K | Put options by funds: $488K

36% more capital invested

Capital invested by funds: $1.86B → $2.52B (+$663M)

23% more funds holding

Funds holding: 231283 (+52)

2.25% more ownership

Funds ownership: 63.32%65.57% (+2.2%)

5% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 91

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
283
Holders Change
+52
Holders Change %
+22.51%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
67
Increased
86
Reduced
91
Closed
15
Calls
$815K
Puts
$488K
Net Calls
+$327K
Net Calls Change
+$537K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$531M +$14.3M +185,098 +3%
BlackRock
2
BlackRock
New York
$376M +$4.83M +62,728 +1%
State Street
3
State Street
Massachusetts
$158M -$1.07M -13,919 -0.7%
Principal Financial Group
4
Principal Financial Group
Iowa
$132M -$15.5M -201,140 -11%
Macquarie Group
5
Macquarie Group
Australia
$103M +$10.5M +136,112 +12%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$92M +$658K +8,540 +0.8%
Charles Schwab
7
Charles Schwab
California
$71.7M +$9.53M +123,596 +17%
Bank of America
8
Bank of America
North Carolina
$65.5M -$5.4M -70,082 -8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$51.6M +$449K +5,823 +1%
LIMS
10
Lasalle Investment Management Securities
Maryland
$50.9M +$274K +3,560 +0.6%
Norges Bank
11
Norges Bank
Norway
$47.1M +$1.25M +16,255 +3%
Northern Trust
12
Northern Trust
Illinois
$43M -$49.5K -642 -0.1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$42.3M -$2.42M -31,427 -6%
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$38.8M -$912K -11,835 -3%
Prudential Financial
15
Prudential Financial
New Jersey
$35.4M +$27.5M +357,401 +558%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$31.9M -$293K -3,805 -1%
GKIM
17
GW&K Investment Management
Massachusetts
$28.6M -$1.25M -16,258 -5%
ZP
18
Zimmer Partners
New York
$25.2M +$23.1M +300,000 New
N
19
Nuveen
North Carolina
$24.5M -$105K -1,357 -0.5%
CIM
20
Centersquare Investment Management
Pennsylvania
$24.4M +$22.4M +290,247 New
Morgan Stanley
21
Morgan Stanley
New York
$22.3M +$4.98M +64,609 +32%
UBS AM
22
UBS AM
Illinois
$20.4M +$14.4M +186,238 +332%
Legal & General Group
23
Legal & General Group
United Kingdom
$19.5M -$2.61M -33,878 -13%
LBIM
24
Land & Buildings Investment Management
Connecticut
$18.8M -$15M -194,777 -47%
Marshall Wace
25
Marshall Wace
United Kingdom
$17.7M +$16.3M +210,873 New

NHI Hedge Fund Activity: Q3 2024 in Review

283 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q3 2024, worth a combined $2.52B — up 36% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new NHI positions and 15 closed out — a net gain of 52 holders — while 86 added to existing stakes and 91 trimmed.

The largest buyer was Prudential Financial, adding an estimated $27.5M. The largest seller was Principal Financial Group, cutting an estimated $15.5M.

  • 283 institutional investors held National Health Investors (NHI) as of Q3 2024, up from 231 in Q2 2024.
  • Funds reported $2.52B of National Health Investors stock for Q3 2024, up 36% quarter-over-quarter.
  • 67 funds opened new National Health Investors positions in Q3 2024 and 15 closed out, a net change of +52 holders.
  • The largest National Health Investors buyer in Q3 2024 was Prudential Financial, an estimated $27.5M added.
  • The largest National Health Investors seller in Q3 2024 was Principal Financial Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2024.