DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

330 hedge funds and large institutions have $2.79B invested in Diversified Healthcare Trust in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
7.57%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
126
Reduced
102
Closed
28
Calls
$679K
Puts
$4.26M
Net Calls
-$3.58M
Net Calls Change
-$4.43M

Top Buyers

1
SCRM
Security Capital Research & Management
Illinois
+$20.5M
2
PAM
Panagora Asset Management
Massachusetts
+$15.3M
3
Invesco
Invesco
Georgia
+$12.6M
4
American Century Companies
American Century Companies
Missouri
+$6.86M
5
GC
Guggenheim Capital
Illinois
+$4.86M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$56.6M
2
MAM
Martingale Asset Management
Massachusetts
-$11.2M
3
SI
Scout Investments
Missouri
-$9.91M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.2M
5
BlackRock
BlackRock
New York
-$8.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAG
301
Rehmann Capital Advisory Group
Michigan
$5K +$5K +328 New
WIM
302
Westside Investment Management
California
$4.62K – – –
TDC
303
Thompson Davis & Co
Virginia
$4K -$4K -250 -50%
ST
304
Smithfield Trust
Pennsylvania
$4K – – –
VCM
305
Virtue Capital Management
Tennessee
$4K +$4K +300 New
Envestnet Asset Management
306
Envestnet Asset Management
Illinois
$3K -$506 -29 -14%
TWA
307
TCI Wealth Advisors
Arizona
$3K – – –
BFEC
308
Benjamin F. Edwards & Company
Missouri
$3K – – –
HI
309
Hudock Inc
Pennsylvania
$3K – – –
SFM
310
Signet Financial Management
New Jersey
$3K +$3K +200 New
VNA
311
Valley National Advisers
Pennsylvania
$2K – – –
WTB
312
Washington Trust Bank
Washington
$2K – – –
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
EARNEST Partners
314
EARNEST Partners
Georgia
$2K – – –
CHP
315
Cable Hill Partners
Oregon
$2K – – –
IBOK
316
Independence Bank of Kentucky
Kentucky
$2K – – –
MFT
317
Moisand Fitzgerald Tamayo
Florida
$2K +$2K +100 New
GWS
318
Glassman Wealth Services
Virginia
$2K +$2K +101 New
CAL
319
Capital Analysts LLC
Pennsylvania
$2K +$2K +116 New
SSB
320
Sandy Spring Bank
Maryland
$1K -$57.3K -3,440 -98%
PFGIA
321
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
GI
322
Gradient Investments
Minnesota
$1K – – –
RFA
323
Reilly Financial Advisors
California
$1K – – –
KTC
324
Kistler-Tiffany Companies
Pennsylvania
$1K – – –
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$1K – – –
11 12
13
14 15