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CHCT

Community Healthcare Trust
CHCT

188 hedge funds and large institutions have $985M invested in Community Healthcare Trust in 2020 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 82 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 17

67% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 49

6% more funds holding

Funds holding: 178 → 188 (+10)

3% more capital invested

Capital invested by funds: $961M → $985M (+$24.1M)

2.34% less ownership

Funds ownership: 91.63% → 89.29% (-2.3%)

Holders
188
Holders Change
+10
Holders Change %
+5.62%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
82
Reduced
49
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$14.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.93M
3
Deutsche Bank
Deutsche Bank
Germany
+$5.13M
4
MPAM
Monarch Partners Asset Management
Massachusetts
+$4.56M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$4.2M

Top Sellers

Rank Fund Capital Flow
1
WRF
Waddell & Reed Financial
Kansas
-$11.3M
2
Millennium Management
Millennium Management
New York
-$5.01M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.93M
4
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$4.05M
5
IECM
Intrinsic Edge Capital Management
Illinois
-$3.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
176
Glassman Wealth Services
Virginia
$4K – – –
PFBT
177
Parkside Financial Bank & Trust
Missouri
$4K +$1.57K +33 +66%
MAM
178
Meeder Asset Management
Ohio
$2K -$38.2K -804 -95%
EI
179
Ellevest Inc
New York
$2K -$761 -16 -29%
TFO
180
Tarbox Family Office
California
$2K – – –
HGWM
181
Harvest Group Wealth Management
Massachusetts
$1K – – –
TWA
182
TCI Wealth Advisors
Arizona
$1K – – –
TF
183
Tompkins Financial
New York
$1K +$761 +16 New
AA
184
Ancora Advisors
Ohio
$1K +$1.09K +23 New
GWM
185
Geneos Wealth Management
Colorado
$1K +$1.38K +29 New
AIG
186
American International Group
New York
$824 +$124K +2,603 +17%
WRF
187
Waddell & Reed Financial
Kansas
– -$11.3M -241,842 Closed
Wellington Management Group
188
Wellington Management Group
Massachusetts
– -$4.93M -105,537 Closed
FP
189
Foundry Partners
Minnesota
– -$3.75M -80,250 Closed
BCI
190
Brinker Capital Investments
Pennsylvania
– -$991K -21,195 Closed
CIC
191
Cornercap Investment Counsel
Georgia
– -$578K -12,369 Closed
WG
192
Winton Group
United Kingdom
– -$495K -10,589 Closed
Russell Investments Group
193
Russell Investments Group
United Kingdom
– -$402K -8,600 Closed
MWNA
194
Marshall Wace North America
New York
– -$371K -7,934 Closed
Two Sigma Investments
195
Two Sigma Investments
New York
– -$281K -6,000 Closed
DTL
196
Dynamic Technology Lab
Singapore
– -$262K -5,601 Closed
FCBT
197
First Citizens Bank & Trust
North Carolina
– -$244K -5,226 Closed
Envestnet Asset Management
198
Envestnet Asset Management
Illinois
– -$235K -5,019 Closed
BPM
199
Bowling Portfolio Management
Ohio
– -$218K -4,670 Closed
GT
200
Glenmede Trust
Pennsylvania
– -$14K -310 Closed
5 6 7
8
9

CHCT Hedge Fund Activity: Q4 2020 in Review

188 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Community Healthcare Trust (CHCT) for Q4 2020, worth a combined $985M — up 2.5% from $961M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CHCT positions and 17 closed out — a net gain of 13 holders — while 82 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $14.6M. The largest seller was Waddell & Reed Financial, exiting entirely with an estimated $11.3M sold.

  • 188 institutional investors held Community Healthcare Trust (CHCT) as of Q4 2020, up from 178 in Q3 2020.
  • Funds reported $985M of Community Healthcare Trust stock for Q4 2020, up 2.5% quarter-over-quarter.
  • 30 funds opened new Community Healthcare Trust positions in Q4 2020 and 17 closed out, a net change of +13 holders.
  • The largest Community Healthcare Trust buyer in Q4 2020 was BlackRock, an estimated $14.6M added.
  • The largest Community Healthcare Trust seller in Q4 2020 was Waddell & Reed Financial, an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2020.