DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

297 hedge funds and large institutions have $3.53B invested in Diversified Healthcare Trust in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 31 closing their positions.

Holders
297
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
8.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
95
Reduced
122
Closed
31
Calls
$1.66M
Puts
$2.94M
Net Calls
-$1.28M
Net Calls Change
-$3.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$236M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.9M
3
Barclays
3
Barclays
United Kingdom
$26.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$522M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.76M

Top Sellers

1
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$49.2M
2
Cohen & Steers
2
Cohen & Steers
New York
$47.6M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$12.6M
5
Invesco
5
Invesco
Georgia
$260M
Name Market Value Shares Shares
Change 		Shares
Change %
TFA
276
Transamerica Financial Advisors
Florida
$16K 696 +101 +17%
CBT
277
Central Bank & Trust
Kentucky
$15K 696 – –
PFO
278
Pathstone Family Office
New Jersey
$14K 656 +656 New
FBT
279
Founders Bank & Trust
Michigan
$13K 605 – –
Citadel Advisors
280
Citadel Advisors
Florida
$12K 524 -30,632 -98%
Envestnet Asset Management
281
Envestnet Asset Management
Illinois
$12K 540 -1 -0.2%
CTC
282
Central Trust Company
Missouri
$12K 530 +62 +13%
MA
283
MUFG Americas
New York
$11K 505 – –
PSC
284
Prentiss Smith & Co
Vermont
$11K 505 – –
SNT
285
Security National Trust
West Virginia
$11K 505 +505 New
RNS
286
Robert N. Shapiro
$9K 430 -214 -33%
DIA
287
Denver Investment Advisors
Colorado
$7.56K 343,149 +14,571 +4%
EWM
288
Elite Wealth Management
Washington
$7K 303 +303 New
Manulife (Manufacturers Life Insurance)
289
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.2K 281,184 +39,068 +16%
Northwestern Mutual Wealth Management
290
Northwestern Mutual Wealth Management
Wisconsin
$4K 182 +182 New
WCBA
291
Weaver C. Barksdale & Associates
Tennessee
$3K 128 – –
SGAM
292
Smith Group Asset Management
Texas
$2K 81 – –
TAM
293
Tocqueville Asset Management
New York
$2K 81 +81 New
RFA
294
Reilly Financial Advisors
California
$2K 113 +113 New
KTC
295
Kistler-Tiffany Companies
Pennsylvania
$1K 50 – –
HR
296
Howe & Rusling
New York
$1K 40 – –
CGT
297
Capital Guardian Trust
California
$1K 37 +37 New
MRCM
298
M&R Capital Management
New Jersey
$256 11,598 -41 -0.4%
BC
299
Brookfield Corp
Ontario, Canada
– – -326,916 Closed
Balyasny Asset Management
300
Balyasny Asset Management
Illinois
– – -98,882 Closed
10 11
12
13 14