DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

317 hedge funds and large institutions have $2.68B invested in Diversified Healthcare Trust in 2015 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 126 increasing their positions, 105 reducing their positions, and 32 closing their positions.

Holders
317
Holders Change
+5
Holders Change %
+1.6%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
126
Reduced
105
Closed
32
Calls
$498K
Puts
$2.22M
Net Calls
-$1.73M
Net Calls Change
+$12.3M

Top Buyers

1
SCRM
1
Security Capital Research & Management
Illinois
$156M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$55.7M
3
Prudential Financial
3
Prudential Financial
New Jersey
$86.7M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$499M
5
Deutsche Bank
5
Deutsche Bank
Germany
$22.5M

Top Sellers

1
Invesco
1
Invesco
Georgia
$8.44M
2
SAMC
2
Shinko Asset Management Company
Japan
$202K
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$69.2M
4
Morgan Stanley
4
Morgan Stanley
New York
$142M
5
UBS Group
5
UBS Group
Switzerland
$9.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
251
Creative Planning
Kansas
$139K 9,384 -584 -6%
PVH
252
Psagot Value Holdings
Israel
$134K 9,000 – –
PAM
253
Panagora Asset Management
Massachusetts
$129K 8,720 – –
JWM
254
Jacobus Wealth Management
Wisconsin
$127K 8,565 – –
LIA
255
LS Investment Advisors
Michigan
$116K 7,801 +144 +2%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$116K 7,800 +200 +3%
IPC
257
Independent Portfolio Consultants
Florida
$107K 7,225 -1,255 -15%
Victory Capital Management
258
Victory Capital Management
Texas
$93K 6,244 +3,338 +115%
ST
259
Smithfield Trust
Pennsylvania
$82K 5,510 +3,590 +187%
Envestnet Asset Management
260
Envestnet Asset Management
Illinois
$74K 4,954 -8,220 -62%
Walleye Trading
261
Walleye Trading
New York
$73K 4,935 -15,378 -76%
PG
262
PEAK6 Group
Illinois
$72K 4,848 -12,114 -71%
Pacer Advisors
263
Pacer Advisors
Pennsylvania
$66K 4,463 +4,463 New
FFC
264
First Financial Corp
Indiana
$58K 3,890 – –
FHA
265
First Horizon Advisors
Tennessee
$49K 3,301 – –
AIA
266
Allegis Investment Advisors
Idaho
$44K 2,957 +2,957 New
WTC
267
WhitTier Trust Company
Nevada
$41K 2,775 – –
ARMT
268
Amica Retiree Medical Trust
Rhode Island
$40K 2,693 – –
IWM
269
Integrated Wealth Management
California
$36K 2,404 -273 -10%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$34K 2,260 -2,062 -48%
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$31K 2,100 – –
DVM
272
Dreman Value Management
Florida
$26K 1,744 -4,704 -73%
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$25K 1,660 +1,612 +3,358%
GWM
274
Gupta Wealth Management
California
$24K 1,645 – –
NFG
275
Next Financial Group
Texas
$22K 1,483 – –
9 10
11
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