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 %
WEC
276
Winslow Evans & Crocker
Massachusetts
$18.8K -$7.26K -406 -28%
BCM
277
Blume Capital Management
California
$18K – – –
KTC
278
Kistler-Tiffany Companies
Pennsylvania
$16K +$402 +22 +3%
BKA
279
Brick & Kyle Associates
Pennsylvania
$14K – – –
WRM
280
Westport Resources Management
Connecticut
$14K – – –
WA
281
WFG Advisors
Texas
$13K – – –
FNBT
282
FineMark National Bank & Trust
Florida
$13K – – –
TDC
283
Thompson Davis & Co
Virginia
$13K +$13K +750 New
IWM
284
Integrated Wealth Management
California
$10K -$31.5K -1,825 -76%
TFA
285
Transamerica Financial Advisors
Florida
$9K – – –
Carson Wealth (CWM LLC)
286
Carson Wealth (CWM LLC)
Nebraska
$9K – – –
WTB
287
Washington Trust Bank
Washington
$9K – – –
IIM
288
Ipswich Investment Management
Massachusetts
$9K +$9K +500 New
DBT
289
Dubuque Bank & Trust
Iowa
$9K +$9K +500 New
HNB
290
Huntington National Bank
Ohio
$8K -$553 -26 -6%
GAM
291
Gemmer Asset Management
California
$5K -$3.44K -228 -41%
WT
292
Whittier Trust
California
$5K – – –
CTC
293
Central Trust Company
Missouri
$5K – – –
SGAM
294
Smith Group Asset Management
Texas
$5K – – –
GI
295
Gradient Investments
Minnesota
$5K +$4.11K +230 +460%
AIM
296
Anchor Investment Management
South Carolina
$4.35K +$4.35K +243 New
WCBA
297
Weaver C. Barksdale & Associates
Tennessee
$4K -$664 -40 -14%
WAM
298
Wealthspire Advisors (Maryland)
Maryland
$4K +$147 +9 +4%
QCG
299
Quadrant Capital Group
Ohio
$4K +$2.63K +174 +191%
WA
300
Winfield Associates
Ohio
$4K +$4K +200 New
10 11
12
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