NHC ranks #2472 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
NHC is a top-conviction position for Morgan Stanley Institutional Investment Advisors LLC — at 20.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in NHC belongs to BlackRock, Inc., but the position matters far more to Morgan Stanley Institutional Investment Advisors LLC, who has 20.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
BlackRock has added to its NHC position for two straight quarters, increasing it by $156.8M to reach $417.6M today.
SG Americas Securities, LLC has trimmed its NHC position for two straight quarters, cutting it by $628.0K while still holding $1.1M.
NHC is up 1.1% today, and institutions have been net buyers of $589.6M this quarter — today's price move and the underlying institutional flow are pointing the same direction.