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CHCT

Community Healthcare Trust
CHCT

186 hedge funds and large institutions have $809M invested in Community Healthcare Trust in 2019 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 14

52% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 48

13% more funds holding

Funds holding: 165 → 186 (+21)

1% less capital invested

Capital invested by funds: $813M → $809M (-$4.34M)

0.53% less ownership

Funds ownership: 94.05% → 93.52% (-0.53%)

Holders
186
Holders Change
+21
Holders Change %
+12.73%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
73
Reduced
48
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$15.6M
2
CAM
ClariVest Asset Management
California
+$7.44M
3
BlackRock
BlackRock
New York
+$6.27M
4
Millennium Management
Millennium Management
New York
+$4.76M
5
Morgan Stanley
Morgan Stanley
New York
+$2.69M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$5.35M
2
ACB
Aristotle Capital Boston
Massachusetts
-$5.03M
3
FP
Foundry Partners
Minnesota
-$2.7M
4
DMK
David M. Knott
-$2.67M
5
EGI
EAM Global Investors
California
-$2.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
151
LS Investment Advisors
Michigan
$132K +$57.9K +1,271 +70%
Daiwa Securities Group
152
Daiwa Securities Group
Japan
$129K – – –
RIA
153
Realta Investment Advisors
Delaware
$110K +$729 +16 +0.7%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$101K – – –
AIP
155
Ameritas Investment Partners
Nebraska
$63K – – –
TRCT
156
Tower Research Capital (TRC)
New York
$56K +$6.52K +143 +12%
PHK
157
Point72 Hong Kong
Hong Kong
$49K +$52.2K +1,146 New
SIM
158
Sonora Investment Management
Arizona
$43K – – –
IUHSA
159
Itau Unibanco Holding S.A.
Brazil
$30K +$31.6K +694 New
MOACM
160
Mutual of America Capital Management
New York
$29K +$46 +1 +0.1%
BBHC
161
Brown Brothers Harriman & Co
New York
$28K +$30K +658 New
Fidelity Investments
162
Fidelity Investments
Massachusetts
$24K +$14.3K +314 +123%
US Bancorp
163
US Bancorp
Minnesota
$24K +$21.7K +477 +619%
DWA
164
Dorsey Wright & Associates
California
$15K – – –
MPWT
165
MassMutual Private Wealth & Trust
Connecticut
$15K – – –
Marshall Wace
166
Marshall Wace
United Kingdom
$13K +$13.9K +306 New
JIR
167
James Investment Research
Ohio
$11K – – –
SSWG
168
Seven Springs Wealth Group
Tennessee
$11K +$11.4K +250 New
PA
169
Parallel Advisors
California
$8K – – –
SPIA
170
Steward Partners Investment Advisory
New York
$8K – – –
OSAM
171
O'Shaughnessy Asset Management
Connecticut
$8K +$9.03K +198 New
Lazard Asset Management
172
Lazard Asset Management
New York
$8K +$9.12K +200 New
SWA
173
Sutton Wealth Advisors
Florida
$7.71K – – –
GT
174
Glenmede Trust
Pennsylvania
$7K +$1.96K +43 +35%
LWA
175
Lenox Wealth Advisors
New York
$4K – – –
4 5 6
7
8

CHCT Hedge Fund Activity: Q4 2019 in Review

186 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q4 2019, worth a combined $809M — down 0.53% from $813M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CHCT positions and 14 closed out — a net gain of 22 holders — while 73 added to existing stakes and 48 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $15.6M. The largest seller was American Century Companies, cutting an estimated $5.35M.

  • 186 institutional investors held Community Healthcare Trust (CHCT) as of Q4 2019, up from 165 in Q3 2019.
  • Funds reported $809M of Community Healthcare Trust stock for Q4 2019, down 0.53% quarter-over-quarter.
  • 36 funds opened new Community Healthcare Trust positions in Q4 2019 and 14 closed out, a net change of +22 holders.
  • The largest Community Healthcare Trust buyer in Q4 2019 was Bank of New York Mellon, an estimated $15.6M added.
  • The largest Community Healthcare Trust seller in Q4 2019 was American Century Companies, an estimated $5.35M sold.

Based on aggregated 13F filings for Q4 2019.