We are live on ! Find out more
DHC

Diversified Healthcare Trust

236 hedge funds and large institutions have $626M invested in Diversified Healthcare Trust in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

5% more funds holding

Funds holding: 224236 (+12)

1.4% less ownership

Funds ownership: 77.52%76.11% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

23% less capital invested

Capital invested by funds: $816M → $626M (-$190M)

28% less call options, than puts

Call options by funds: $362K | Put options by funds: $502K

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
70
Reduced
84
Closed
19
Calls
$362K
Puts
$502K
Net Calls
-$140K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
226
Systematic Financial Management
New Jersey
-$339K -76,680 Closed
Toronto Dominion Bank
227
Toronto Dominion Bank
Ontario, Canada
-$246K -55,540 Closed
CCFM
228
Clear Creek Financial Management
Washington
-$102K -23,104 Closed
Allianz Asset Management
229
Allianz Asset Management
Germany
-$89K -20,203 Closed
WAM
230
Wolverine Asset Management
Illinois
-$71K -16,078 Closed
Los Angeles Capital Management
231
Los Angeles Capital Management
California
-$66K -14,822 Closed
PI
232
PEAK6 Investments
Illinois
-$58K -13,150 Closed
X
233
Xponance
Pennsylvania
-$48K -10,957 Closed
SBIA
234
Sheaff Brock Investment Advisors
Indiana
-$46K -10,450 Closed
IAMOG
235
Investors Asset Management of Georgia
Georgia
-$45K -10,104 Closed
CAN
236
Cetera Advisor Networks
California
-$32K -7,210 Closed
LIA
237
LS Investment Advisors
Michigan
-$30K -6,785 Closed
PAG
238
Private Advisor Group
New Jersey
-$10K -2,237 Closed
JPLA
239
Joseph P. Lucia & Associates
New York
-$8K -1,900 Closed
HWA
240
HHM Wealth Advisors
Tennessee
-$5K -1,100 Closed
FANJ
241
Financial Architects (New Jersey)
New Jersey
-$2K -500 Closed
OPS
242
Orion Portfolio Solutions
Nebraska
-$2K -500 Closed
SF
243
Synovus Financial
Georgia
-$2K -347 Closed
FFA
244
Founders Financial Alliance
North Carolina
+$78 +20 New
EI
245
Ellevest Inc
New York
+$125 +32 +36%

DHC Hedge Fund Activity: Q3 2020 in Review

236 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2020, worth a combined $626M — down 23% from $816M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DHC positions and 19 closed out — a net gain of 13 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $12.3M. The largest seller was Goldman Sachs, cutting an estimated $14.7M.

  • 236 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2020, up from 224 in Q2 2020.
  • Funds reported $626M of Diversified Healthcare Trust stock for Q3 2020, down 23% quarter-over-quarter.
  • 32 funds opened new Diversified Healthcare Trust positions in Q3 2020 and 19 closed out, a net change of +13 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2020 was Bank of New York Mellon, an estimated $12.3M added.
  • The largest Diversified Healthcare Trust seller in Q3 2020 was Goldman Sachs, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.