DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

308 hedge funds and large institutions have $3.48B invested in Diversified Healthcare Trust in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
308
Holders Change
-10
Holders Change %
-3.14%
% of All Funds
7.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
27
Increased
114
Reduced
109
Closed
30
Calls
$1.62M
Puts
$2.11M
Net Calls
-$484K
Net Calls Change
-$3.34M

Top Buyers

1
SCRM
1
Security Capital Research & Management
Illinois
$137M
2
AL
2
AJO LP
Pennsylvania
$54.3M
3
Charles Schwab
3
Charles Schwab
California
$102M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$190M
5
Prudential Financial
5
Prudential Financial
New Jersey
$58.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$7.63M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$31.2M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$0
4
ACM
4
Advisors Capital Management
New Jersey
$881K
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
276
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$2.83K -142 -14%
TDC
277
Thompson Davis & Co
Virginia
$10K – – –
DBT
278
Dubuque Bank & Trust
Iowa
$10K +$10K +500 New
QCG
279
Quadrant Capital Group
Ohio
$9K +$1.4K +95 +18%
MFW
280
Mosaic Family Wealth
Missouri
$9K +$9K +450 New
BWM
281
Baystate Wealth Management
Massachusetts
$8K – – –
GBBWRPM
282
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$7K – – –
GAM
283
Gemmer Asset Management
California
$7K – – –
Envestnet Asset Management
284
Envestnet Asset Management
Illinois
$7K +$3.41K +184 +95%
IWM
285
IHT Wealth Management
Illinois
$6K -$2.94K -140 -33%
CTC
286
Central Trust Company
Missouri
$6K – – –
MWM
287
Mascoma Wealth Management
New Hampshire
$6K – – –
WIM
288
Westside Investment Management
California
$5.85K – – –
WCBA
289
Weaver C. Barksdale & Associates
Tennessee
$5K +$323 +18 +7%
CAL
290
Capital Analysts LLC
Pennsylvania
$5K +$5K +240 New
WA
291
Winfield Associates
Ohio
$4K – – –
RWA
292
Ropes Wealth Advisors
Massachusetts
$4K +$4K +220 New
HI
293
Hudock Inc
Pennsylvania
$4K +$4K +250 New
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$3K -$112 -5 -4%
BFEC
295
Benjamin F. Edwards & Company
Missouri
$3K – – –
TWA
296
TCI Wealth Advisors
Arizona
$3K – – –
WTB
297
Washington Trust Bank
Washington
$2K – – –
CHP
298
Cable Hill Partners
Oregon
$2K – – –
VNA
299
Valley National Advisers
Pennsylvania
$2K – – –
HR
300
Howe & Rusling
New York
$1K -$475 -19 -32%
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12
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