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DHC

Diversified Healthcare Trust

318 hedge funds and large institutions have $3.69B invested in Diversified Healthcare Trust in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $2.02M

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1.12% more ownership

Funds ownership: 74.97%76.09% (+1.1%)

10% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 111

2% more capital invested

Capital invested by funds: $3.61B → $3.69B (+$88M)

1% more funds holding

Funds holding: 316318 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
122
Reduced
111
Closed
32
Calls
$4.88M
Puts
$2.02M
Net Calls
+$2.85M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Aberdeen Asset Management
United Kingdom
$259K +$271K +12,683 New
MML Investors Services
252
MML Investors Services
Massachusetts
$258K +$46.8K +2,192 +21%
WB
253
WesBanco Bank
West Virginia
$257K -$2.13K -100 -0.8%
UCFA
254
United Capital Financial Advisors
Texas
$255K +$266K +12,474 New
Neuberger Berman Group
255
Neuberger Berman Group
New York
$249K +$1.83K +86 +0.7%
TG
256
TLP Group
Illinois
$249K +$255K +11,953 +4,839%
BW
257
Bison Wealth
Georgia
$246K
AW
258
ACG Wealth
Georgia
$246K +$32.8K +1,535 +15%
TCM
259
Trent Capital Management
North Carolina
$244K +$255K +11,945 New
CIAS
260
Capital Investment Advisory Services
North Carolina
$236K -$2.67K -125 -1%
FAAS
261
First Allied Advisory Services
California
$230K -$5.08K -238 -2%
NGA
262
Naples Global Advisors
Florida
$216K
JIC
263
Johnson Investment Counsel
Ohio
$213K +$1.43K +67 +0.6%
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$211K -$89.4K -4,190 -29%
CA
265
Cetera Advisors
Colorado
$205K -$39K -1,829 -15%
OI
266
Oakbrook Investments
Illinois
$205K -$4.05K -190 -2%
CCIA
267
Campbell & Co Investment Adviser
Maryland
$205K +$214K +10,047 New
BCM
268
Beck Capital Management
Texas
$200K +$195K +9,130 New
JWM
269
Jacobus Wealth Management
Wisconsin
$175K
AIL
270
AGF Investments LLC
Ontario, Canada
$158K +$86.6K +4,060 +113%
Schroder Investment Management Group
271
Schroder Investment Management Group
United Kingdom
$107K +$112K +5,248 New
FANJ
272
Financial Architects (New Jersey)
New Jersey
$91K
IPC
273
Independent Portfolio Consultants
Florida
$70K -$38.7K -1,812 -35%
WHG
274
Westwood Holdings Group
Texas
$67K +$70.1K +3,285 New
CPIG
275
Chicago Partners Investment Group
Illinois
$48K +$51.2K +2,400 New

DHC Hedge Fund Activity: Q2 2017 in Review

318 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2017, worth a combined $3.69B — up 2.4% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DHC positions and 32 closed out — a net gain of 4 holders — while 122 added to existing stakes and 111 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $93.9M. The largest seller was Security Capital Research & Management, cutting an estimated $108M.

  • 318 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.69B of Diversified Healthcare Trust stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 36 funds opened new Diversified Healthcare Trust positions in Q2 2017 and 32 closed out, a net change of +4 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2017 was Deutsche Bank, an estimated $93.9M added.
  • The largest Diversified Healthcare Trust seller in Q2 2017 was Security Capital Research & Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2017.