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DHC

Diversified Healthcare Trust

337 hedge funds and large institutions have $3.21B invested in Diversified Healthcare Trust in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $2.79B → $3.21B (+$418M)

11% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 110

2% more funds holding

Funds holding: 330337 (+7)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.33% less ownership

Funds ownership: 74.95%74.62% (-0.33%)

42% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.76M

Holders
337
Holders Change
+7
Holders Change %
+2.12%
% of All Funds
7.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
122
Reduced
110
Closed
34
Calls
$2.17M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
+$1.99M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
276
First Horizon Advisors
Tennessee
$27K
DZ Bank
277
DZ Bank
Germany
$27K +$24.8K +1,500 New
TCOV
278
Trust Company of Vermont
Vermont
$27K +$24.8K +1,500 New
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$26K +$14.8K +898 +159%
FANJ
280
Financial Architects (New Jersey)
New Jersey
$25K
PCP
281
Proficio Capital Partners
Massachusetts
$24K +$22.1K +1,339 +19,129%
PAM
282
Paradigm Asset Management
New York
$22.6K
MAM
283
Meeder Asset Management
Ohio
$20.1K +$18.4K +1,113 New
CIBC Private Wealth Group
284
CIBC Private Wealth Group
Georgia
$18K +$6.61K +400 +68%
PO
285
Private Ocean
California
$17K
WAM
286
Wealthspire Advisors (Maryland)
Maryland
$17K +$3.46K +209 +28%
RFC
287
Regions Financial Corp
Alabama
$17K +$7.36K +445 +89%
S
288
SignatureFD
Georgia
$15K +$7.24K +438 +114%
SPIA
289
Steward Partners Investment Advisory
New York
$14K -$6.76K -409 -34%
Carson Wealth (CWM LLC)
290
Carson Wealth (CWM LLC)
Nebraska
$14K +$10.4K +626 +457%
CPIG
291
Chicago Partners Investment Group
Illinois
$13K -$16.5K -1,000 -59%
AWM
292
AllSquare Wealth Management
New York
$12K +$10.6K +642 New
JA
293
JOYN Advisors
Georgia
$10K +$9.04K +547 New
ClearBridge Investments
294
ClearBridge Investments
New York
$9K -$4.06M -245,430 -100%
AF
295
Advisornet Financial
Minnesota
$9K
DBT
296
Dubuque Bank & Trust
Iowa
$9K
BWM
297
Baystate Wealth Management
Massachusetts
$9K +$198 +12 +2%
DWM
298
Destination Wealth Management
California
$9K +$8.27K +500 New
MFW
299
Mosaic Family Wealth
Missouri
$8K
Fifth Third Bancorp
300
Fifth Third Bancorp
Ohio
$7K

DHC Hedge Fund Activity: Q2 2018 in Review

337 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2018, worth a combined $3.21B — up 15% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DHC positions and 34 closed out — a net gain of 10 holders — while 122 added to existing stakes and 110 trimmed.

The largest buyer was BlackRock, adding an estimated $58.6M. The largest seller was Security Capital Research & Management, cutting an estimated $47.3M.

  • 337 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2018, up from 330 in Q1 2018.
  • Funds reported $3.21B of Diversified Healthcare Trust stock for Q2 2018, up 15% quarter-over-quarter.
  • 44 funds opened new Diversified Healthcare Trust positions in Q2 2018 and 34 closed out, a net change of +10 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2018 was BlackRock, an estimated $58.6M added.
  • The largest Diversified Healthcare Trust seller in Q2 2018 was Security Capital Research & Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2018.