NMI HOLDINGS INC (NMIH) Stock Institutional Trading Activity


NMI HOLDINGS INC (NMIH) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Renaissance Technologies LLC, First Eagle U.S. Value, Donald Smith & Co., Muhlenkamp & Co, and Oaktree Capital Management. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2023First Eagle U.S. ValueBuy22,280342,819$10,174,868
Q4 2023Muhlenkamp & CoBuy3,648459,533$13,638,939
Q4 2023Oaktree Capital ManagementSell-217,1774,682,823$138,986,186
Q3 2023Renaissance Technologies LLCBuy29,400191,300$5,182
Q3 2023First Eagle U.S. ValueBuy70,867320,539$8,683,402
Q3 2023Muhlenkamp & CoBuy64455,885$12,349,924
Q2 2023Renaissance Technologies LLCBuy29,900161,900$4,180
Q2 2023First Eagle U.S. ValueBuy99,330249,672$6,446,531
Q2 2023Muhlenkamp & CoBuy162,437455,821$11,769,298
Q1 2023Renaissance Technologies LLCBuy39,100132,000$2,948
Q1 2023First Eagle U.S. ValueBuy44,000150,342$3,357,137
Q4 2022Renaissance Technologies LLCBuy36,60092,900$1,942
Q4 2022First Eagle U.S. ValueBuy4,020106,342$2,222,548
Q4 2022Muhlenkamp & CoSell-196293,384$6,131,726
Q4 2022Oaktree Capital ManagementSell-420,0004,900,000$102,410
Q3 2022Renaissance Technologies LLCBuy21,20056,300$1,147
Q3 2022First Eagle U.S. ValueBuy4,500102,322$2,084
Q3 2022Muhlenkamp & CoBuy1,052293,580$5,980
Q2 2022Renaissance Technologies LLCSell-15,25335,100$584
Q2 2022First Eagle U.S. ValueBuy61,74197,822$1,629
Q2 2022Muhlenkamp & CoSell-40,753292,528$4,871
Q1 2022First Eagle U.S. ValueSell-17,35636,081$744
Q1 2022Muhlenkamp & CoBuy2,411333,281$6,872
Q4 2021Renaissance Technologies LLCSell-72,70050,353$1,100
Q4 2021First Eagle U.S. ValueBuy39,50053,437$1,168
Q4 2021Muhlenkamp & CoBuy809330,870$7,230
Q3 2021First Eagle U.S. ValueBuy11,20013,937$315
Q3 2021Renaissance Technologies LLCBuy31,300123,053$2,782
Q3 2021Muhlenkamp & CoSell-547330,061$7,463
Q3 2021Oaktree Capital ManagementBuy455,0005,320,000$120,285

Frequently asked questions about NMIH activity

  • Which institutional owners are buying NMIH?

    Institutional owners buying NMIH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in NMIH activity?

    "Buy" means an investor increased their reported position in NMIH compared to the prior reporting period. This reflects growing exposure to NMI HOLDINGS INC (NMIH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in NMIH increasing?

    Institutional interest in NMIH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.