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DHC

Diversified Healthcare Trust

229 hedge funds and large institutions have $783M invested in Diversified Healthcare Trust in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 95 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $626M → $783M (+$157M)

3.01% more ownership

Funds ownership: 76.11%79.13% (+3%)

3% less funds holding

Funds holding: 236229 (-7)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

39% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 95

67% less call options, than puts

Call options by funds: $270K | Put options by funds: $814K

Holders
229
Holders Change
-7
Holders Change %
-2.97%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
58
Reduced
95
Closed
36
Calls
$270K
Puts
$814K
Net Calls
-$544K
Net Calls Change
-$404K
Name Holding Trade Value Shares
Change
Change in
Stake
CANY
226
Caxton Associates (New York)
New York
-$79K -22,330 Closed
TLP
227
Trinity Legacy Partners
Texas
-$68K -18,765 Closed
KPWS
228
Kestra Private Wealth Services
Texas
-$62K -17,692 Closed
M&T Bank
229
M&T Bank
New York
-$57K -16,273 Closed
Robeco Institutional Asset Management
230
Robeco Institutional Asset Management
Netherlands
-$57K -16,191 Closed
BRWM
231
B. Riley Wealth Management
Tennessee
-$55K -15,746 Closed
RIA
232
Realta Investment Advisors
Delaware
-$54K -15,451 Closed
IAA
233
Independent Advisor Alliance
North Carolina
-$47K -13,320 Closed
VRS
234
Virginia Retirement Systems
Virginia
-$45K -12,900 Closed
RJFSA
235
Raymond James Financial Services Advisors
Florida
-$45K -12,723 Closed
QC
236
Quadrature Capital
United Kingdom
-$44K -12,421 Closed
BBA
237
Braun-Bostich & Associates
Pennsylvania
-$39K -11,046 Closed
MFG
238
Magnus Financial Group
New York
-$38K -10,883 Closed
LNWWM
239
Laird Norton Wetherby Wealth Management
California
-$37K -10,510 Closed
JWCA
240
J.W. Cole Advisors
Florida
-$37K -10,496 Closed
GCP
241
GSA Capital Partners
United Kingdom
-$36K -10,142 Closed
PAM
242
Paradigm Asset Management
New York
-$25.5K -7,250 Closed
GT
243
Glenmede Trust
Pennsylvania
-$11K -3,321 Closed
VCM
244
Versant Capital Management
Arizona
-$11.4K -2,903 -95%
MAM
245
Meeder Asset Management
Ohio
-$10.7K -2,728 -99%
PHK
246
Point72 Hong Kong
Hong Kong
-$7K -1,856 Closed
HFA
247
HC Financial Advisors
California
-$4K -1,200 Closed
WTC
248
WhitTier Trust Company
Nevada
-$4K -1,000 Closed
TFO
249
Tarbox Family Office
California
-$1K -300 Closed
CFGS
250
Concourse Financial Group Securities
Alabama
-$788 -200 Closed

DHC Hedge Fund Activity: Q4 2020 in Review

229 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2020, worth a combined $783M — up 25% from $626M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of DHC and 31 opened new positions — a net loss of 5 holders — while 95 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $8.38M. The largest seller was Millennium Management, cutting an estimated $8.37M.

  • 229 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2020, down from 236 in Q3 2020.
  • Funds reported $783M of Diversified Healthcare Trust stock for Q4 2020, up 25% quarter-over-quarter.
  • 31 funds opened new Diversified Healthcare Trust positions in Q4 2020 and 36 closed out, a net change of -5 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2020 was BlackRock, an estimated $8.38M added.
  • The largest Diversified Healthcare Trust seller in Q4 2020 was Millennium Management, an estimated $8.37M sold.

Based on aggregated 13F filings for Q4 2020.