DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

325 hedge funds and large institutions have $4.33B invested in Diversified Healthcare Trust in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 122 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
-5
Holders Change %
-1.52%
% of All Funds
8.69%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.16%
New
30
Increased
122
Reduced
115
Closed
30
Calls
$4.69M
Puts
$2.9M
Net Calls
+$1.79M
Net Calls Change
+$2.28M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
$201M
2
AL
AJO LP
Pennsylvania
$58.9M
3
SI
Scout Investments
Missouri
$42.1M
4
Goldman Sachs
Goldman Sachs
New York
$73.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
$870M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$81.4M
2
MHI
Miller Howard Investments
New York
$0
3
Axa
Axa
France
$1.51M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$79.3M
5
SCRM
Security Capital Research & Management
Illinois
$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
301
Whittier Trust
California
$7K – – –
SGAM
302
Smith Group Asset Management
Texas
$6K – – –
EWM
303
Evercore Wealth Management
New York
$6K – – –
WCBA
304
Weaver C. Barksdale & Associates
Tennessee
$5K -$285 -13 -5%
WA
305
Winfield Associates
Ohio
$5K – – –
TWA
306
TCI Wealth Advisors
Arizona
$5K +$1.03K +43 +26%
KT
307
Kanaly Trust
Texas
$5K +$3.35K +156 +203%
Bessemer Group
308
Bessemer Group
New Jersey
$5K +$5K +212 New
S
309
SignatureFD
Georgia
$3K – – –
VNA
310
Valley National Advisers
Pennsylvania
$3K – – –
IF
311
Ironwood Financial
Arizona
$3K – – –
JFA
312
JNBA Financial Advisors
Minnesota
$3K +$3K +154 New
VOYA Investment Management
313
VOYA Investment Management
Georgia
$2.41K -$322 -14,182 -12%
BG
314
Bollard Group
Massachusetts
$2K – – –
SNT
315
Security National Trust
West Virginia
$1K – – –
FMII
316
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
GI
317
Gradient Investments
Minnesota
$1K – – –
RFA
318
Reilly Financial Advisors
California
$1K – – –
KTC
319
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
LWA
320
Lowe Wealth Advisors
Maryland
$1K – – –
BFEC
321
Benjamin F. Edwards & Company
Missouri
$1K – – –
CYG
322
Clean Yield Group
Vermont
$1K – – –
HR
323
Howe & Rusling
New York
$1K +$322 +19 +48%
CAM
324
ClariVest Asset Management
California
$1K +$1K +30 New
MHI
325
Miller Howard Investments
New York
– -$25.2M -1,212,134 Closed
11 12
13
14 15