Diversified Healthcare Trust
246 hedge funds and large institutions have $644M invested in Diversified Healthcare Trust in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 40 closing their positions.
60% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 40
38% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 60
9% more funds holding
Funds holding: 225 → 246 (+21)
3.29% more ownership
Funds ownership: 71.29% → 74.58% (+3.3%)
55% less capital invested
Capital invested by funds: $1.43B → $644M (-$786M)
82% less call options, than puts
Call options by funds: $428K | Put options by funds: $2.44M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$16.6M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$12.5M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$10.2M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$8.66M |
| 5 |
State Street
Boston,
Massachusetts
|
+$8.49M |
Top Sellers
| 1 |
LPC
Long Pond Capital
New York
|
-$17.7M |
| 2 |
Morgan Stanley
New York
|
-$16.3M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$8.65M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$8.07M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$5.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBHC
276
Brown Brothers Harriman & Co
New York
| – | +$46 | +7 | New |
|
|
SFS
277
Sowell Financial Services
North Little Rock,
Arkansas
| – | +$112 | +17 | +68% |
|
|
KFI
278
Key Financial Inc
West Chester,
Pennsylvania
| – | +$525 | +80 | New |
|
279
AssetMark Inc
Concord,
California
| – | +$584 | +89 | +247% |
|
|
CAN
280
Claraphi Advisory Network
Aliso Viejo,
United States
| – | +$656 | +100 | New |
|
|
HI
281
Hudock Inc
Williamsport,
Pennsylvania
| – | +$1.51K | +230 | New |
|
DHC Hedge Fund Activity: Q1 2020 in Review
246 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2020, worth a combined $644M — down 55% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new DHC positions and 40 closed out — a net gain of 24 holders — while 83 added to existing stakes and 60 trimmed.
The largest buyer was JP Morgan Chase, opening a new position worth an estimated $16.6M. The largest seller was Long Pond Capital, exiting entirely with an estimated $17.7M sold.
- 246 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2020, up from 225 in Q4 2019.
- Funds reported $644M of Diversified Healthcare Trust stock for Q1 2020, down 55% quarter-over-quarter.
- 64 funds opened new Diversified Healthcare Trust positions in Q1 2020 and 40 closed out, a net change of +24 holders.
- The largest Diversified Healthcare Trust buyer in Q1 2020 was JP Morgan Chase, an estimated $16.6M added.
- The largest Diversified Healthcare Trust seller in Q1 2020 was Long Pond Capital, an estimated $17.7M sold.
Based on aggregated 13F filings for Q1 2020.