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DHC

Diversified Healthcare Trust

318 hedge funds and large institutions have $3.69B invested in Diversified Healthcare Trust in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $2.02M

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1.12% more ownership

Funds ownership: 74.97%76.09% (+1.1%)

10% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 111

2% more capital invested

Capital invested by funds: $3.61B → $3.69B (+$88M)

1% more funds holding

Funds holding: 316318 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
122
Reduced
111
Closed
32
Calls
$4.88M
Puts
$2.02M
Net Calls
+$2.85M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
301
Envestnet Asset Management
Illinois
$4K -$8K -375 -66%
WA
302
Winfield Associates
Ohio
$4K
BFEC
303
Benjamin F. Edwards & Company
Missouri
$4K +$2.88K +135 +338%
TWA
304
TCI Wealth Advisors
Arizona
$3K
Carson Wealth (CWM LLC)
305
Carson Wealth (CWM LLC)
Nebraska
$3K +$64 +3 +2%
IUHSA
306
Itau Unibanco Holding S.A.
Brazil
$3K +$2.99K +140 New
WTB
307
Washington Trust Bank
Washington
$2K -$8.52K -399 -79%
CHP
308
Cable Hill Partners
Oregon
$2K
PCP
309
Proficio Capital Partners
Massachusetts
$2K
VNA
310
Valley National Advisers
Pennsylvania
$2K
HR
311
Howe & Rusling
New York
$1K -$7.6K -356 -86%
BG
312
Bollard Group
Massachusetts
$1K
FMII
313
Farmers & Merchants Investments Inc
Nebraska
$1K
GI
314
Gradient Investments
Minnesota
$1K
KTC
315
Kistler-Tiffany Companies
Pennsylvania
$1K
RFA
316
Reilly Financial Advisors
California
$1K
PFGIA
317
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +47 New
Walleye Trading
318
Walleye Trading
New York
$129 +$129K +6,027 +2,036%
IWM
319
IHT Wealth Management
Illinois
$8 +$171 +8 +2%
Westfield Capital Management
320
Westfield Capital Management
Massachusetts
-$17.1M -845,150 Closed
Wellington Management Group
321
Wellington Management Group
Massachusetts
-$6.33M -312,685 Closed
MCM
322
Matarin Capital Management
New York
-$2.64M -130,283 Closed
PC
323
Polar Capital
United Kingdom
-$2.02M -100,000 Closed
ARTA
324
A.R.T. Advisors
New York
-$1.88M -93,000 Closed
SFM
325
Systematic Financial Management
New Jersey
-$1.88M -92,990 Closed

DHC Hedge Fund Activity: Q2 2017 in Review

318 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2017, worth a combined $3.69B — up 2.4% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DHC positions and 32 closed out — a net gain of 4 holders — while 122 added to existing stakes and 111 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $93.9M. The largest seller was Security Capital Research & Management, cutting an estimated $108M.

  • 318 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.69B of Diversified Healthcare Trust stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 36 funds opened new Diversified Healthcare Trust positions in Q2 2017 and 32 closed out, a net change of +4 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2017 was Deutsche Bank, an estimated $93.9M added.
  • The largest Diversified Healthcare Trust seller in Q2 2017 was Security Capital Research & Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2017.