DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

319 hedge funds and large institutions have $3.14B invested in Diversified Healthcare Trust in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
319
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
8.51%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
42
Increased
123
Reduced
105
Closed
38
Calls
$4.31M
Puts
$5.32M
Net Calls
-$1.01M
Net Calls Change
+$713K

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$111M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$65.5M
3
SCRM
3
Security Capital Research & Management
Illinois
$213M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$625M
5
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$17.4M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$61.3M
2
Prudential Financial
2
Prudential Financial
New Jersey
$46.9M
3
HRES
3
Heitman Real Estate Securities
Illinois
$18.1M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$28.3M
5
SP
5
Sarasin & Partners
United Kingdom
$748K
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
251
Independent Portfolio Consultants
Florida
$137K +$8.2K +460 +6%
PVH
252
Psagot Value Holdings
Israel
$125K -$35.7K -2,000 -22%
Envestnet Asset Management
253
Envestnet Asset Management
Illinois
$113K +$24.3K +1,358 +27%
IA
254
IFP Advisors
Florida
$105K -$88K -7,382 -46%
ST
255
Smithfield Trust
Pennsylvania
$99K – – –
CCA
256
Checchi Capital Advisers
California
$97K +$97K +5,416 New
FMT
257
First Mercantile Trust
Tennessee
$94K +$94K +5,250 New
Acadian Asset Management
258
Acadian Asset Management
Massachusetts
$91K +$91K +5,084 New
Pacer Advisors
259
Pacer Advisors
Pennsylvania
$85K +$4.9K +273 +6%
QI
260
QS Investors
New York
$85K +$64.6K +3,614 +317%
FANJ
261
Financial Architects (New Jersey)
New Jersey
$84K – – –
FFC
262
First Financial Corp
Indiana
$70K – – –
GWM
263
Gupta Wealth Management
California
$62K +$32.3K +1,794 +109%
WTC
264
WhitTier Trust Company
Nevada
$50K – – –
ARMT
265
Amica Retiree Medical Trust
Rhode Island
$48K – – –
JFGIW
266
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38K – – –
Geode Capital Management
267
Geode Capital Management
Massachusetts
$36.4K +$1.62K +90,621 +5%
NYLT
268
New York Life Trust
New York
$36K +$36K +2,003 New
DVM
269
Dreman Value Management
Florida
$29K -$2.61K -144 -8%
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$29K -$864 -48 -3%
UFA
271
US Financial Advisors
Massachusetts
$29K +$29K +1,600 New
TG
272
TLP Group
Illinois
$29K +$29K +1,600 New
FHA
273
First Horizon Advisors
Tennessee
$27K -$32.4K -1,801 -55%
BWA
274
Burt Wealth Advisors
Maryland
$27K +$27K +1,500 New
NFG
275
Next Financial Group
Texas
$20K -$6.36K -358 -24%
9 10
11
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