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DHC

Diversified Healthcare Trust

316 hedge funds and large institutions have $3.61B invested in Diversified Healthcare Trust in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $2.35M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more capital invested

Capital invested by funds: $3.53B → $3.61B (+$79.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 319316 (-3)

3.46% less ownership

Funds ownership: 78.43%74.97% (-3.5%)

11% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 124

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
110
Reduced
124
Closed
31
Calls
$4.1M
Puts
$2.35M
Net Calls
+$1.74M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
HA
276
Harfst & Associates
Wyoming
$18K +$17.8K +910 New
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$14K +$2.2K +112 +19%
NFG
278
Next Financial Group
Texas
$13K -$81.7K -4,167 -87%
Envestnet Asset Management
279
Envestnet Asset Management
Illinois
$12K +$4.86K +248 +77%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$12K +$10.4K +531 +1,207%
BWM
281
Baystate Wealth Management
Massachusetts
$11K
CT
282
Clearstead Trust
Maine
$11K
WTB
283
Washington Trust Bank
Washington
$10K -$8.9K -454 -47%
SGAM
284
Smith Group Asset Management
Texas
$10K
IWM
285
IHT Wealth Management
Illinois
$9K +$137 +7 +2%
AssetMark Inc
286
AssetMark Inc
California
$8K -$38.2K -1,946 -84%
GBBWRPM
287
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K -$980 -50 -12%
SF
288
Synovus Financial
Georgia
$8K
QCG
289
Quadrant Capital Group
Ohio
$8K +$4.96K +253 +95%
HR
290
Howe & Rusling
New York
$8K +$6.98K +356 +603%
GAM
291
Gemmer Asset Management
California
$7K
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$7K +$7.25K +370 New
WIM
293
Westside Investment Management
California
$6.31K
CTC
294
Central Trust Company
Missouri
$6K
MWM
295
Mascoma Wealth Management
New Hampshire
$6K
WCBA
296
Weaver C. Barksdale & Associates
Tennessee
$5K -$1.35K -69 -20%
TDC
297
Thompson Davis & Co
Virginia
$5K
TG
298
TLP Group
Illinois
$5K +$4.84K +247 New
CCM
299
Cohen Capital Management
California
$5K +$4.9K +250 New
WP
300
WealthPLAN Partners
Nebraska
$4.19K +$3.92K +200 New

DHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2017, worth a combined $3.61B — up 2.2% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DHC positions and 31 closed out — a net gain of 6 holders — while 110 added to existing stakes and 124 trimmed.

The largest buyer was BlackRock, adding an estimated $481M. The largest seller was Security Capital Research & Management, cutting an estimated $159M.

  • 316 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2017, down from 319 in Q4 2016.
  • Funds reported $3.61B of Diversified Healthcare Trust stock for Q1 2017, up 2.2% quarter-over-quarter.
  • 37 funds opened new Diversified Healthcare Trust positions in Q1 2017 and 31 closed out, a net change of +6 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2017 was BlackRock, an estimated $481M added.
  • The largest Diversified Healthcare Trust seller in Q1 2017 was Security Capital Research & Management, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.