DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

319 hedge funds and large institutions have $3.14B invested in Diversified Healthcare Trust in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
8.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
123
Reduced
105
Closed
38
Calls
$4.31M
Puts
$5.32M
Net Calls
-$1.01M
Net Calls Change
+$713K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$111M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$65.5M
3
SCRM
3
Security Capital Research & Management
Illinois
$213M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$625M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$61.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$46.9M
3
HRES
3
Heitman Real Estate Securities
Illinois
$18.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$28.3M
5
SP
5
Sarasin & Partners
United Kingdom
$748K
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
226
Meeder Asset Management
Ohio
$272K -$270K -15,040 -50%
WA
227
WESPAC Advisors
California
$272K – – –
TC
228
Telemus Capital
Michigan
$268K +$268K +15,000 New
KAM
229
Kazazian Asset Management
Florida
$266K +$266K +14,877 New
FWIA
230
Fort Washington Investment Advisors
Ohio
$264K -$88.5K -4,948 -25%
SI
231
Stephens Inc
Arkansas
$262K +$22.7K +1,271 +9%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$258K -$78.4K -4,385 -23%
BW
233
Bison Wealth
Georgia
$248K -$77.8K -4,445 -24%
WB
234
WesBanco Bank
West Virginia
$248K -$9.42K -525 -4%
US Bancorp
235
US Bancorp
Minnesota
$247K +$34.5K +1,924 +16%
BJ
236
BlackRock Japan
Japan
$225K +$4.12K +230 +2%
Zurich Cantonal Bank
237
Zurich Cantonal Bank
Switzerland
$214K -$337K -18,870 -61%
JIC
238
Johnson Investment Counsel
Ohio
$213K – – –
FRM
239
Fox Run Management
Connecticut
$213K +$213K +11,900 New
Creative Planning
240
Creative Planning
Kansas
$209K +$40.7K +2,272 +24%
WAM
241
World Asset Management
Michigan
$208K +$8.02K +448 +4%
BRWA
242
B. Riley Wealth Advisors
Florida
$201K +$201K +11,228 New
PAM
243
Panagora Asset Management
Massachusetts
$199K +$42.9K +2,393 +27%
SAMC
244
Shinko Asset Management Company
Japan
$193K -$50K -2,800 -21%
OI
245
Oakbrook Investments
Illinois
$189K -$19.6K -1,100 -9%
NGA
246
Naples Global Advisors
Florida
$182K +$182K +10,175 New
HAG
247
HighPoint Advisor Group
Illinois
$171K -$7.51K -429 -4%
JWM
248
Jacobus Wealth Management
Wisconsin
$153K – – –
LIA
249
LS Investment Advisors
Michigan
$148K +$8.19K +457 +6%
Daiwa Securities Group
250
Daiwa Securities Group
Japan
$148K +$8.92K +500 +6%
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10
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