DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

306 hedge funds and large institutions have $3.42B invested in Diversified Healthcare Trust in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+9
Holders Change %
+3.03%
% of All Funds
8.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
110
Reduced
119
Closed
25
Calls
$2.39M
Puts
$2.6M
Net Calls
-$207K
Net Calls Change
+$1.07M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$326M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$80.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
$548M
4
SCM
Symons Capital Management
Pennsylvania
$14.9M
5
GC
Guggenheim Capital
Illinois
$19.3M

Top Sellers

1
Invesco
Invesco
Georgia
$186M
2
Principal Financial Group
Principal Financial Group
Iowa
$11.2M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$79.6M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$899K
5
Cohen & Steers
Cohen & Steers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
276
M&T Bank
New York
$33K +$6.33K +278 +24%
EWM
277
Evercore Wealth Management
New York
$29K -$2.24K -101 -7%
Bessemer Group
278
Bessemer Group
New Jersey
$28K +$28K +1,251 New
PTC
279
Private Trust Company
Ohio
$26K -$8.81K -403 -25%
BFEC
280
Benjamin F. Edwards & Company
Missouri
$19K – – –
CAL
281
Capital Analysts LLC
Pennsylvania
$16.9K +$111 +5 +0.7%
TFA
282
Transamerica Financial Advisors
Florida
$16K – – –
CBT
283
Central Bank & Trust
Kentucky
$15K -$699 -31 -4%
MAM
284
Mizuho Asset Management
Japan
$14K -$756K -32,955 -98%
FBT
285
Founders Bank & Trust
Michigan
$13K – – –
CTC
286
Central Trust Company
Missouri
$13K +$891 +39 +7%
Envestnet Asset Management
287
Envestnet Asset Management
Illinois
$11K -$1.15K -51 -9%
SNT
288
Security National Trust
West Virginia
$11K – – –
MA
289
MUFG Americas
New York
$11K – – –
PSC
290
Prentiss Smith & Co
Vermont
$11K – – –
WTB
291
Washington Trust Bank
Washington
$11K +$11K +510 New
Manulife (Manufacturers Life Insurance)
292
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.21K -$48 -2,160 -0.8%
WA
293
Waverly Advisors
Alabama
$6K +$6K +262 New
VIA
294
Vantage Investment Advisors
Pennsylvania
$6K +$6K +277 New
PAS
295
Partnervest Advisory Services
California
$5K -$28.3K -1,185 -85%
S
296
SignatureFD
Georgia
$5K +$5K +245 New
RNS
297
Robert N. Shapiro
$3K -$6.92K -300 -70%
WCBA
298
Weaver C. Barksdale & Associates
Tennessee
$3K +$423 +21 +16%
HF
299
Hoxton Financial
West Virginia
$3K +$3K +150 New
TAM
300
Tocqueville Asset Management
New York
$2K – – –
10 11
12
13 14