Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

NATIONAL HEALTH INVS INC (NHI)

272 + Investors. Track Smart Money conviction in NHI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
2Q ▲
Buyers last Q
60%

Smart Money Signals — NHI

Based on 270 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added NHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
270 hedge funds hold NHI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

159 buying105 selling
Last quarter: 159 funds were net buyers (45 opened a brand new position + 114 added to an existing one). Only 105 were sellers (72 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new NHI position: 44 → 27 → 36 → 45. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
178 out of 270 hedge funds have held NHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

34 → 44 → 27 → 36 → 45 new funds/Q
New funds entering each quarter: 44 → 27 → 36 → 45. A growing number of institutions are discovering NHI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 9% 1-2yr ■ 18% new
Of 272 current holders: 198 (73%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
37 of 270 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in NHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: NHI

How many hedge funds hold NHI — quarterly history vs. share price
Quarterly hedge fund ownership of NHI vs. share price

Market Analysis: NHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NHI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

49 top-rated funds 1 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: NHI
2026 Q1 Stats Unlock in 9 days 272 + Investors

Track Smart Money conviction in NHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 272 260 4.62%
13F Shares 34M 33M 1.79%
Total Value $2.59B $2.65B -2.1%
New Positions 45 36 +9
Increased Positions 120 103 +17
Closed Positions 33 31 +2
Reduced Positions 73 93 -20
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: NHI

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

272 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NHI. Verified SEC 13F-HR filings.

Top 25 institutional holders of NHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jefferson Bridge Capital, LLC 3.68% 45,799 $3.7M
2 Forty-three Eighteen Advisors, LLC 1.51% 24,791 $2.0M
3 Nepsis Inc. 1.12% 41,490 $3.4M
4 Sound Income Strategies, LLC 1.02% 257,712 $21.1M
5 Ausbil Investment Management Ltd 0.60% 14,848 $1.2M
6 Jackson Creek Investment Advisors LLC 0.54% 22,559 $2K
7 WOODMONT INVESTMENT COUNSEL LLC 0.52% 104,119 $8.4M
8 CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.39% 463,532 $37.5M
9 Belleair Asset Management, LLC 0.35% 4,706 $381K
10 Pensionfund Sabic 0.34% 3,500 —
11 Pensionfund PDN 0.33% 7,000 —
12 Alexander Randolph Advisory, Inc. 0.32% 4,616 $373K
13 LEE DANNER & BASS INC 0.26% 51,220 $4.1M
14 TBH Global Asset Management, LLC 0.24% 14,576 $1.2M
15 ALBERT D MASON INC 0.23% 4,489 $363K
16 ROMAN BUTLER FULLERTON & CO 0.17% 7,122 $604K
17 SCHNIEDERS CAPITAL MANAGEMENT, LLC. 0.11% 8,903 $720K
18 CENTRAL VALLEY ADVISORS, LLC 0.11% 5,181 $419K
19 CHELSEA COUNSEL CO 0.10% 3,000 $232K
20 OVERSEA-CHINESE BANKING Corp Ltd 0.10% 45,207 $3.7M
21 SHAYNE & JACOBS, LLC 0.08% 3,100 $251K
22 PRINCIPAL FINANCIAL GROUP INC 0.07% 1,700,908 $137.5M
23 Aviance Capital Partners, LLC 0.05% 4,924 $398K
24 Inspire Investing, LLC 0.04% 6,310 $510K
25 Covestor Ltd 0.03% 564 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — NATIONAL HEALTH INVS INC (NHI)

What does the Smart Money Trend signal show for NHI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added NHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NHI?

More buyers than sellers — 60% buying: Last quarter: 159 funds were net buyers (45 opened a brand new position + 114 added to an existing one). Only 105 were sellers (72 trimmed + 33 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for NHI holders?

Elite ownership — 55% AUM from top-100 funds: 37 of 270 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in NHI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NHI?

66% of holders stayed for 2+ years: 178 out of 270 hedge funds have held NHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.