DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

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.

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.88%
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

Top Buyers

1
BlackRock
1
BlackRock
New York
$506M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$73.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$834M
4
Charles Schwab
4
Charles Schwab
California
$79.8M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$17.1M

Top Sellers

1
SCRM
1
Security Capital Research & Management
Illinois
$139M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
AL
3
AJO LP
Pennsylvania
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$140M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HA
276
Harfst & Associates
Wyoming
$18K 910 +910 New
WAM
277
Wealthspire Advisors (Maryland)
Maryland
$14K 708 +112 +19%
NFG
278
Next Financial Group
Texas
$13K 625 -4,167 -87%
Envestnet Asset Management
279
Envestnet Asset Management
Illinois
$12K 569 +248 +77%
Northwestern Mutual Wealth Management
280
Northwestern Mutual Wealth Management
Wisconsin
$12K 575 +531 +1,207%
BWM
281
Baystate Wealth Management
Massachusetts
$11K 500 – –
CT
282
Clearstead Trust
Maine
$11K 550 – –
WTB
283
Washington Trust Bank
Washington
$10K 505 -454 -47%
SGAM
284
Smith Group Asset Management
Texas
$10K 464 – –
IWM
285
IHT Wealth Management
Illinois
$9K 418 +7 +2%
AssetMark Inc
286
AssetMark Inc
California
$8K 379 -1,946 -84%
GBBWRPM
287
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$8K 361 -50 -12%
SF
288
Synovus Financial
Georgia
$8K 375 – –
QCG
289
Quadrant Capital Group
Ohio
$8K 518 +253 +95%
HR
290
Howe & Rusling
New York
$8K 415 +356 +603%
GAM
291
Gemmer Asset Management
California
$7K 347 – –
Fifth Third Bancorp
292
Fifth Third Bancorp
Ohio
$7K 370 +370 New
WIM
293
Westside Investment Management
California
$6.31K 301 – –
CTC
294
Central Trust Company
Missouri
$6K 300 – –
MWM
295
Mascoma Wealth Management
New Hampshire
$6K 310 – –
WCBA
296
Weaver C. Barksdale & Associates
Tennessee
$5K 268 -69 -20%
TDC
297
Thompson Davis & Co
Virginia
$5K 250 – –
TG
298
TLP Group
Illinois
$5K 247 +247 New
CCM
299
Cohen Capital Management
California
$5K 250 +250 New
WP
300
WealthPLAN Partners
Nebraska
$4.19K 200 +200 New
10 11
12
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