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National Health Investors

277 hedge funds and large institutions have $2.16B invested in National Health Investors in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 112 increasing their positions, 82 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 82

2.75% more ownership

Funds ownership: 65.57%68.32% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

2% less funds holding

Funds holding: 283277 (-6)

14% less capital invested

Capital invested by funds: $2.52B → $2.16B (-$363M)

21% less call options, than puts

Call options by funds: $797K | Put options by funds: $1.01M

Holders
277
Holders Change
-6
Holders Change %
-2.12%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
112
Reduced
82
Closed
37
Calls
$797K
Puts
$1.01M
Net Calls
-$212K
Net Calls Change
-$539K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$445M +$7.76M +102,012 +2%
BlackRock
2
BlackRock
New York
$317M +$7.75M +101,961 +2%
State Street
3
State Street
Massachusetts
$133M +$2.37M +31,129 +2%
Principal Financial Group
4
Principal Financial Group
Iowa
$114M +$6.3M +82,825 +5%
Macquarie Group
5
Macquarie Group
Australia
$77.2M -$8.64M -113,662 -9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$77.2M +$1.46M +19,201 +2%
Charles Schwab
7
Charles Schwab
California
$60.8M +$1.86M +24,462 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$44M +$1.57M +20,631 +3%
Bank of America
9
Bank of America
North Carolina
$42.9M -$12.2M -160,830 -21%
Northern Trust
10
Northern Trust
Illinois
$42.5M +$7.74M +101,808 +20%
LIMS
11
Lasalle Investment Management Securities
Maryland
$42.4M +$474K +6,230 +1%
Norges Bank
12
Norges Bank
Norway
$42.3M +$3.79M +49,851 +9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$38.6M +$4.08M +53,705 +11%
Marshall Wace
14
Marshall Wace
United Kingdom
$38.2M +$25.9M +340,712 +162%
Millennium Management
15
Millennium Management
New York
$33.8M +$35.3M +464,727 +1,967%
Prudential Financial
16
Prudential Financial
New Jersey
$33M +$4.18M +54,936 +13%
LBIM
17
Land & Buildings Investment Management
Connecticut
$32.4M +$18.6M +243,999 +109%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$32.1M +$173K +2,279 +0.5%
CIM
19
Centersquare Investment Management
Pennsylvania
$27.3M +$7.92M +104,186 +36%
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$27M +$791K +10,399 +3%
Balyasny Asset Management
21
Balyasny Asset Management
Illinois
$23.9M +$26.2M +345,118 New
GKIM
22
GW&K Investment Management
Massachusetts
$23.1M -$556K -7,313 -2%
NI
23
Nepsis Inc
Minnesota
$16.5M +$3.04M +39,913 +59%
Morgan Stanley
24
Morgan Stanley
New York
$16.5M -$2.08M -27,289 -10%
UBS AM
25
UBS AM
Illinois
$15.8M -$1.08M -14,240 -6%

NHI Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in National Health Investors (NHI) for Q4 2024, worth a combined $2.16B — down 14% from $2.52B a quarter earlier.

Fund positioning in NHI was balanced in Q4 2024: 37 funds opened new positions, 37 closed out, 112 added to existing stakes and 82 trimmed.

The largest buyer was Millennium Management, adding an estimated $35.3M. The largest seller was Zimmer Partners, exiting entirely with an estimated $25.2M sold.

  • 277 institutional investors held National Health Investors (NHI) as of Q4 2024, down from 283 in Q3 2024.
  • Funds reported $2.16B of National Health Investors stock for Q4 2024, down 14% quarter-over-quarter.
  • 37 funds opened new National Health Investors positions in Q4 2024 and 37 closed out, a net change of 0 holders.
  • The largest National Health Investors buyer in Q4 2024 was Millennium Management, an estimated $35.3M added.
  • The largest National Health Investors seller in Q4 2024 was Zimmer Partners, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2024.