NMI Holdings
NMIH
357 hedge funds and large institutions have $3.05B invested in NMI Holdings in 2026 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 146 increasing their positions, 116 reducing their positions, and 43 closing their positions.
26% more repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 116
10% more capital invested
Capital invested by funds: $2.78B → $3.05B (+$269M)
0.46% more ownership
Funds ownership: 97.21% → 97.67% (+0.46%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 43
1% less funds holding
Funds holding: 362 → 357 (-5)
99% less call options, than puts
Call options by funds: $4K | Put options by funds: $374K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$18.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$12.5M |
| 3 |
BlackRock
New York
|
+$12.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$12.4M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$43.1M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$11.1M |
| 3 |
Two Sigma Investments
New York
|
-$9.87M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.57M |
| 5 |
Cerity Partners
New York
|
-$9.2M |
NMIH Hedge Fund Activity: Q2 2026 in Review
357 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in NMI Holdings (NMIH) for Q2 2026, worth a combined $3.05B — up 9.7% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of NMIH and 42 opened new positions — a net loss of 1 holder — while 116 trimmed existing stakes and 146 added.
The largest buyer was Donald Smith & Co, adding an estimated $18.5M. The largest seller was Capital International Investors, exiting entirely with an estimated $43.1M sold.
- 357 institutional investors held NMI Holdings (NMIH) as of Q2 2026, down from 362 in Q1 2026.
- Funds reported $3.05B of NMI Holdings stock for Q2 2026, up 9.7% quarter-over-quarter.
- 42 funds opened new NMI Holdings positions in Q2 2026 and 43 closed out, a net change of -1 holder.
- The largest NMI Holdings buyer in Q2 2026 was Donald Smith & Co, an estimated $18.5M added.
- The largest NMI Holdings seller in Q2 2026 was Capital International Investors, an estimated $43.1M sold.
Based on aggregated 13F filings for Q2 2026.