Which hedge funds own NMIH? NMI HLDGS INC, Q2 2026 13F holders
33 tracked hedge funds disclosed a position in NMIH (NMI HLDGS INC) in their Q2 2026 13F filings, worth $217.0m in total. The largest holder by portfolio weight is Edgestream Partners, L.P. at 0.3% of its book. 4 opened a new position this quarter: Schonfeld Strategic Advisors LLC, Holocene Advisors, LP, Persistent Asset Partners Ltd, Quarry LP. 7 exited: iSAM Funds (UK) Ltd, Gsa Capital Partners LLP, ExodusPoint Capital Management, LP.
- 33
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 4
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $2.0m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $9.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $217m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| iSAM Funds (UK) Ltd | 0.2% | $331k |
| Gsa Capital Partners LLP | 0.1% | $1.8m |
| ExodusPoint Capital Management, LP | 0.03% | $3.5m |
| Magnetar Financial LLC | 0.01% | $1.3m |
| Squarepoint Ops LLC | 0.0% | $1.5m |
| Renaissance Technologies LLC | 0.0% | $516k |
| Marshall Wace, LLP | 0.0% | $401k |
Ownership over time
Who discovered NMIH first? Beta
The run: Q1 2016 → Q4 2019, +557%
| Old West Investment Management, LLC high conviction | Q1 2014 | 3.4% | +3.1 pts |
| Continental Advisors LLC | Q4 2014 | 1.6% | +2.2 pts |
| Gator Capital Management, LLC | Q3 2015 | 2.0% | +0.5 pts |
| Brevan Howard Capital Management LP | Q1 2015 | – | +0.1 pts |
| Ardsley Advisory Partners LP | Q4 2013 | – | −0.5 pts |
| Columbus Hill Capital Management, L.P. | Q4 2013 | – | −0.5 pts |
| Long Pond Capital, LP | Q3 2014 | 0.9% | −0.6 pts |
| Marathon Asset Management LP high conviction | Q4 2014 | 13.4% | −1.9 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.