DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

294 hedge funds and large institutions have $3.79B invested in Diversified Healthcare Trust in 2013 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 129 increasing their positions, 92 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
-3
Holders Change %
-1.01%
% of All Funds
9.54%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
32
Increased
129
Reduced
92
Closed
32
Calls
$4.27M
Puts
$2.27M
Net Calls
+$2M
Net Calls Change
-$27.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$537M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$26.1M
3
SAMC
Shinko Asset Management Company
Japan
$184M
4
WCM
Winton Capital Management
United Kingdom
$15.5M
5
American Century Companies
American Century Companies
Missouri
$14.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$72.2M
2
Invesco
Invesco
Georgia
$283M
3
PI
PGGM Investments
Netherlands
$53.7M
4
AllianceBernstein
AllianceBernstein
Tennessee
$9.69M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
251
Ladenburg Thalmann Financial Services
Florida
$109K +$27K +1,171 +33%
Creative Planning
252
Creative Planning
Kansas
$93K +$25.8K +1,110 +38%
WA
253
WFG Advisors
Texas
$87K +$55.1K +2,389 +172%
OA
254
OFI Advisors
Pennsylvania
$83K +$16.3K +708 +24%
MFS
255
MSI Financial Services
Massachusetts
$82K +$63.4K +2,754 +341%
DVM
256
Dreman Value Management
Florida
$75K +$75K +3,231 New
DADC
257
D.A. Davidson & Co
Montana
$66K -$3.69K -161 -5%
WTC
258
WhitTier Trust Company
Nevada
$62K – – –
S
259
SignatureFD
Georgia
$60K +$60K +2,582 New
MCM
260
Munder Capital Management
Michigan
$58K -$1.77K -76 -3%
ECM
261
ETrade Capital Management
Virginia
$56K +$21.3K +916 +61%
NES
262
New England Securities
New York
$48K +$137 +6 +0.3%
ACM
263
Antonetti Capital Management
Florida
$45K – – –
FNBT
264
FineMark National Bank & Trust
Florida
$41K +$1.08K +47 +3%
PTC
265
Private Trust Company
Ohio
$37K +$351 +15 +1%
SCG
266
Strategic Capital Group
Washington
$35K – – –
FHA
267
First Horizon Advisors
Tennessee
$35K +$35K +1,514 New
PAS
268
Partnervest Advisory Services
California
$34K -$7.61K -327 -18%
Canada Pension Plan Investment Board
269
Canada Pension Plan Investment Board
Ontario, Canada
$30K +$30K +1,312 New
SFS
270
Signator Financial Services
Massachusetts
$28K +$28K +1,211 New
M&T Bank
271
M&T Bank
New York
$24K +$1.56K +68 +7%
HNB
272
Huntington National Bank
Ohio
$24K +$3.81K +161 +19%
WCM
273
Windsor Capital Management
Arizona
$23K – – –
RIA
274
Regal Investment Advisors
Michigan
$23K +$7.57K +326 +49%
Zurich Cantonal Bank
275
Zurich Cantonal Bank
Switzerland
$19K – – –
9 10
11
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