Diversified Healthcare Trust
229 hedge funds and large institutions have $783M invested in Diversified Healthcare Trust in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 95 reducing their positions, and 36 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
25% more capital invested
Capital invested by funds: $626M → $783M (+$157M)
3.01% more ownership
Funds ownership: 76.11% → 79.13% (+3%)
3% less funds holding
Funds holding: 236 → 229 (-7)
14% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 36
39% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 95
67% less call options, than puts
Call options by funds: $270K | Put options by funds: $814K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$8.38M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.18M |
| 3 |
SIG
Senator Investment Group
New York
|
+$7.88M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$5.51M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$3.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$8.37M |
| 2 |
Bank of New York Mellon
New York
|
-$3.64M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.21M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.82M |
| 5 |
Goldman Sachs
New York
|
-$2.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
AssetMark Inc
Concord,
California
| – | -$87 | -22 | -61% |
|
|
LFG
252
Larson Financial Group
St Louis,
Missouri
| – | +$39 | +10 | New |
|
|
ZB
253
Zions Bancorporation
Salt Lake City,
Utah
| – | +$91 | +23 | +51% |
|
|
VFA
254
Valeo Financial Advisors
Carmel,
Indiana
| – | +$99 | +25 | New |
|
|
KFI
255
Key Financial Inc
West Chester,
Pennsylvania
| – | +$315 | +80 | New |
|
DHC Hedge Fund Activity: Q4 2020 in Review
229 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2020, worth a combined $783M — up 25% from $626M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of DHC and 31 opened new positions — a net loss of 5 holders — while 95 trimmed existing stakes and 58 added.
The largest buyer was BlackRock, adding an estimated $8.38M. The largest seller was Millennium Management, cutting an estimated $8.37M.
- 229 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2020, down from 236 in Q3 2020.
- Funds reported $783M of Diversified Healthcare Trust stock for Q4 2020, up 25% quarter-over-quarter.
- 31 funds opened new Diversified Healthcare Trust positions in Q4 2020 and 36 closed out, a net change of -5 holders.
- The largest Diversified Healthcare Trust buyer in Q4 2020 was BlackRock, an estimated $8.38M added.
- The largest Diversified Healthcare Trust seller in Q4 2020 was Millennium Management, an estimated $8.37M sold.
Based on aggregated 13F filings for Q4 2020.