DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

298 hedge funds and large institutions have $4.09B invested in Diversified Healthcare Trust in 2014 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 154 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-8
Holders Change %
-2.61%
% of All Funds
8.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
25
Increased
154
Reduced
73
Closed
32
Calls
$2.23M
Puts
$1.93M
Net Calls
+$303K
Net Calls Change
+$510K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$209M
2
Vanguard Group
Vanguard Group
Pennsylvania
$654M
3
LIMS
Lasalle Investment Management Securities
Maryland
$55.7M
4
Deutsche Bank
Deutsche Bank
Germany
$98.1M
5
SCRM
Security Capital Research & Management
Illinois
$45.1M

Top Sellers

1
PI
PGGM Investments
Netherlands
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$11.8M
3
FIM
FourPoints Investment Managers
France
$16.9M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Barclays
Barclays
United Kingdom
$19.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
251
MSI Financial Services
Massachusetts
$129K -$41.3K -1,713 -24%
Canada Pension Plan Investment Board
252
Canada Pension Plan Investment Board
Ontario, Canada
$129K +$48.7K +2,018 +61%
EWM
253
Evercore Wealth Management
New York
$90K +$58.6K +2,443 +187%
FHA
254
First Horizon Advisors
Tennessee
$85K +$48.6K +2,018 +133%
WTC
255
WhitTier Trust Company
Nevada
$67K – – –
WA
256
WFG Advisors
Texas
$67K +$193 +8 +0.3%
FMII
257
Farmers & Merchants Investments Inc
Nebraska
$53K – – –
FNBT
258
FineMark National Bank & Trust
Florida
$52K +$12.2K +508 +31%
Zurich Cantonal Bank
259
Zurich Cantonal Bank
Switzerland
$52K +$14.5K +602 +39%
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$51K – – –
ARMT
261
Amica Retiree Medical Trust
Rhode Island
$51K – – –
TWM
262
Torch Wealth Management
Ohio
$49K – – –
NES
263
New England Securities
New York
$43K +$3.76K +157 +10%
EFSCE
264
Enterprise Financial Services Corp (EFSC)
Missouri
$38K – – –
PTC
265
Private Trust Company
Ohio
$36K +$7.46K +311 +26%
BFEC
266
Benjamin F. Edwards & Company
Missouri
$30K +$9.01K +368 +43%
M&T Bank
267
M&T Bank
New York
$28K -$7K -290 -20%
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
$27K +$15.4K +651 +133%
SF
269
Synovus Financial
Georgia
$24K +$24K +959 New
Northwestern Mutual Wealth Management
270
Northwestern Mutual Wealth Management
Wisconsin
$24K +$24K +1,009 New
CAL
271
Capital Analysts LLC
Pennsylvania
$19.4K +$1.09K +45 +6%
TFA
272
Transamerica Financial Advisors
Florida
$15K -$2.55K -101 -15%
FBT
273
Founders Bank & Trust
Michigan
$15K – – –
CBT
274
Central Bank & Trust
Kentucky
$15K +$668 +31 +5%
CTC
275
Central Trust Company
Missouri
$15K +$1.34K +56 +10%
9 10
11
12 13