DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

330 hedge funds and large institutions have $3.78B invested in Diversified Healthcare Trust in 2016 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+11
Holders Change %
+3.45%
% of All Funds
8.82%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
47
Increased
126
Reduced
98
Closed
32
Calls
$3.71M
Puts
$4.2M
Net Calls
-$486K
Net Calls Change
+$526K

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$130M
2
Principal Financial Group
Principal Financial Group
Iowa
$119M
3
LSV Asset Management
LSV Asset Management
Illinois
$113M
4
Vanguard Group
Vanguard Group
Pennsylvania
$762M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$17.1M

Top Sellers

1
TIM
Thornburg Investment Management
New Mexico
$0
2
Goldman Sachs
Goldman Sachs
New York
$28.9M
3
Deutsche Bank
Deutsche Bank
Germany
$109M
4
Morgan Stanley
Morgan Stanley
New York
$172M
5
HRES
Heitman Real Estate Securities
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
276
WhitTier Trust Company
Nevada
$58K – – –
ARMT
277
Amica Retiree Medical Trust
Rhode Island
$56K – – –
JFGIW
278
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44K – – –
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$34K – – –
PCM
280
Penserra Capital Management
California
$32K – – –
FHA
281
First Horizon Advisors
Tennessee
$31K – – –
BIG
282
Bellwether Investment Group
Tennessee
$27K +$27K +1,285 New
NFG
283
Next Financial Group
Texas
$23K – – –
WEC
284
Winslow Evans & Crocker
Massachusetts
$21.9K – – –
TDC
285
Thompson Davis & Co
Virginia
$21K +$5.42K +261 +35%
AssetMark Inc
286
AssetMark Inc
California
$21K +$21K +1,026 New
WP
287
WealthPLAN Partners
Nebraska
$18.5K +$18.5K +1,772 New
WRM
288
Westport Resources Management
Connecticut
$17K – – –
FNBT
289
FineMark National Bank & Trust
Florida
$16K – – –
BKA
290
Brick & Kyle Associates
Pennsylvania
$16K – – –
IWM
291
Integrated Wealth Management
California
$16K +$3.95K +190 +33%
WA
292
WFG Advisors
Texas
$15K – – –
WTB
293
Washington Trust Bank
Washington
$11K – – –
QCG
294
Quadrant Capital Group
Ohio
$11K +$6.5K +382 +144%
DBT
295
Dubuque Bank & Trust
Iowa
$10K – – –
Carson Wealth (CWM LLC)
296
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
PHK
297
Point72 Hong Kong
Hong Kong
$10K +$10K +500 New
HNB
298
Huntington National Bank
Ohio
$8K +$517 +26 +7%
SF
299
Synovus Financial
Georgia
$8K +$8K +375 New
GAM
300
Gemmer Asset Management
California
$7K – – –
10 11
12
13 14