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DHC

Diversified Healthcare Trust

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.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $2.35M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more capital invested

Capital invested by funds: $3.53B → $3.61B (+$79.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 319316 (-3)

3.46% less ownership

Funds ownership: 78.43%74.97% (-3.5%)

11% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 124

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.87%
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
Name Holding Trade Value Shares
Change
Change in
Stake
WA
301
Winfield Associates
Ohio
$4K
PHK
302
Point72 Hong Kong
Hong Kong
$3K -$510K -26,035 -99%
TWA
303
TCI Wealth Advisors
Arizona
$3K -$843 -43 -21%
Carson Wealth (CWM LLC)
304
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.67K +136 New
VNA
305
Valley National Advisers
Pennsylvania
$2K
PCP
306
Proficio Capital Partners
Massachusetts
$2K +$1.67K +85 +1,214%
AIM
307
Acrospire Investment Management
Illinois
$2K +$1.76K +90 New
CHP
308
Cable Hill Partners
Oregon
$2K +$2.12K +108 New
BG
309
Bollard Group
Massachusetts
$1K -$824 -42 -62%
BFEC
310
Benjamin F. Edwards & Company
Missouri
$1K
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$1K
GI
312
Gradient Investments
Minnesota
$1K
KTC
313
Kistler-Tiffany Companies
Pennsylvania
$1K
LWA
314
Lowe Wealth Advisors
Maryland
$1K
RFA
315
Reilly Financial Advisors
California
$1K
Walleye Trading
316
Walleye Trading
New York
$6 -$31.4K -1,600 -84%
AL
317
AJO LP
Pennsylvania
-$33.3M -1,760,355 Closed
Alyeska Investment Group
318
Alyeska Investment Group
Illinois
-$20.8M -1,098,780 Closed
VOAM
319
Vertex One Asset Management
British Columbia, Canada
-$8.42M -445,017 Closed
QIM
320
Quantitative Investment Management
Virginia
-$5.04M -266,500 Closed
Voloridge Investment Management
321
Voloridge Investment Management
Florida
-$2.9M -152,919 Closed
SCM
322
Sterling Capital Management
North Carolina
-$1.86M -98,092 Closed
FIMG
323
Financial & Investment Management Group
Michigan
-$1.63M -86,133 Closed
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
-$1.47M -75,189 Closed
DL
325
Delta Lloyd
Netherlands
-$1.19M -62,576 Closed

DHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2017, worth a combined $3.61B — up 2.2% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DHC positions and 31 closed out — a net gain of 6 holders — while 110 added to existing stakes and 124 trimmed.

The largest buyer was BlackRock, adding an estimated $481M. The largest seller was Security Capital Research & Management, cutting an estimated $159M.

  • 316 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2017, down from 319 in Q4 2016.
  • Funds reported $3.61B of Diversified Healthcare Trust stock for Q1 2017, up 2.2% quarter-over-quarter.
  • 37 funds opened new Diversified Healthcare Trust positions in Q1 2017 and 31 closed out, a net change of +6 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2017 was BlackRock, an estimated $481M added.
  • The largest Diversified Healthcare Trust seller in Q1 2017 was Security Capital Research & Management, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.