DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

297 hedge funds and large institutions have $3.53B invested in Diversified Healthcare Trust in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 31 closing their positions.

Holders
297
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
8.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
95
Reduced
122
Closed
31
Calls
$1.66M
Puts
$2.94M
Net Calls
-$1.28M
Net Calls Change
-$3.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$236M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.9M
3
Barclays
3
Barclays
United Kingdom
$26.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$522M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.76M

Top Sellers

1
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$49.2M
2
Cohen & Steers
2
Cohen & Steers
New York
$47.6M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$12.6M
5
Invesco
5
Invesco
Georgia
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
226
Strategic Advisors
New York
$251K -$57.4K -2,606 -19%
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$249K -$104K -4,712 -29%
SCM
228
Schnieders Capital Management
California
$235K +$235K +10,645 New
CB
229
Commerce Bank
Missouri
$234K -$4.45K -202 -2%
WSCM
230
Wellington Shields Capital Management
New York
$233K – – –
Canada Life
231
Canada Life
Manitoba, Canada
$233K – – –
HW
232
Hancock Whitney
Mississippi
$233K +$233K +10,560 New
PL
233
Perpetual Ltd
Australia
$230K -$4.47K -203 -2%
BBHC
234
Brown Brothers Harriman & Co
New York
$223K – – –
SC
235
Saturna Capital
Washington
$218K – – –
CIA
236
Capital Investment Advisors
Georgia
$213K +$213K +9,677 New
SCM
237
Shelton Capital Management
Colorado
$211K – – –
CCM
238
Cadence Capital Management
Massachusetts
$207K -$45.2K -2,055 -18%
ICM
239
IMS Capital Management
Oregon
$197K +$197K +8,932 New
JWM
240
Jacobus Wealth Management
Wisconsin
$190K +$190K +8,642 New
1IC
241
1919 Investment Counsel
Maryland
$182K – – –
PAM
242
Panagora Asset Management
Massachusetts
$164K -$14.3K -648 -8%
CCS
243
Crosspoint Capital Strategies
California
$159K +$159K +7,028 New
Teacher Retirement System of Texas
244
Teacher Retirement System of Texas
Texas
$156K -$386K -17,530 -71%
MFS
245
MSI Financial Services
Massachusetts
$140K +$61.5K +2,789 +78%
OA
246
OFI Advisors
Pennsylvania
$116K +$36.7K +1,670 +46%
CFA
247
Camarda Financial Advisors
Florida
$104K +$104K +4,734 New
DVM
248
Dreman Value Management
Florida
$92K -$243K -2,343 -73%
Creative Planning
249
Creative Planning
Kansas
$88K -$464 -21 -0.5%
RA
250
Rational Advisors
New York
$83K -$474K -21,522 -85%
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10
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