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DHC

Diversified Healthcare Trust
DHC

337 hedge funds and large institutions have $3.21B invested in Diversified Healthcare Trust in 2018 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 122 increasing their positions, 110 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

15% more capital invested

Capital invested by funds: $2.79B → $3.21B (+$418M)

11% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 110

2% more funds holding

Funds holding: 330 → 337 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.33% less ownership

Funds ownership: 74.95% → 74.62% (-0.33%)

42% less call options, than puts

Call options by funds: $2.17M | Put options by funds: $3.76M

Holders
337
Holders Change
+7
Holders Change %
+2.12%
% of All Funds
7.72%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
44
Increased
122
Reduced
110
Closed
34
Calls
$2.17M
Puts
$3.76M
Net Calls
-$1.59M
Net Calls Change
+$1.99M

Top Buyers

1
BlackRock
BlackRock
New York
+$58.6M
2
Millennium Management
Millennium Management
New York
+$10.6M
3
Northern Trust
Northern Trust
Illinois
+$10.2M
4
SBH
Segall Bryant & Hamill
Illinois
+$10.1M
5
JP Morgan Chase
JP Morgan Chase
New York
+$6.76M

Top Sellers

1
SCRM
Security Capital Research & Management
Illinois
-$47.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$43.7M
3
Invesco
Invesco
Georgia
-$15.3M
4
Morgan Stanley
Morgan Stanley
New York
-$11.7M
5
Charles Schwab
Charles Schwab
California
-$7.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
301
Private Capital Group
Connecticut
$7K – – –
SWMG
302
Signature Wealth Management Group
Georgia
$7K – – –
SF
303
Synovus Financial
Georgia
$7K – – –
PHK
304
Point72 Hong Kong
Hong Kong
$7K +$6.18K +374 New
GAM
305
Gemmer Asset Management
California
$6K +$397 +24 +7%
RCAG
306
Rehmann Capital Advisory Group
Michigan
$5.93K – – –
WIM
307
Westside Investment Management
California
$5.44K – – –
CTC
308
Central Trust Company
Missouri
$5K – – –
ST
309
Smithfield Trust
Pennsylvania
$5K – – –
TWA
310
TCI Wealth Advisors
Arizona
$5K +$1.8K +109 +66%
HI
311
Hudock Inc
Pennsylvania
$4K – – –
SFM
312
Signet Financial Management
New Jersey
$4K – – –
FHA
313
Flagship Harbor Advisors
Massachusetts
$4K +$3.72K +225 New
BFEC
314
Benjamin F. Edwards & Company
Missouri
$3K – – –
Envestnet Asset Management
315
Envestnet Asset Management
Illinois
$3K – – –
IBOK
316
Independence Bank of Kentucky
Kentucky
$3K – – –
WT
317
Washington Trust
Rhode Island
$3K +$2.48K +150 New
CHP
318
Cable Hill Partners
Oregon
$2K – – –
CAL
319
Capital Analysts LLC
Pennsylvania
$2K – – –
EARNEST Partners
320
EARNEST Partners
Georgia
$2K – – –
VNA
321
Valley National Advisers
Pennsylvania
$2K – – –
WTB
322
Washington Trust Bank
Washington
$2K – – –
GWS
323
Glassman Wealth Services
Virginia
$2K +$562 +34 +34%
PIA
324
Piedmont Investment Advisors
North Carolina
$2K +$1.52K +92 New
IGGA
325
Iron Gate Global Advisors
Utah
$2K +$1.8K +109 New
11 12
13
14 15

DHC Hedge Fund Activity: Q2 2018 in Review

337 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2018, worth a combined $3.21B — up 15% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new DHC positions and 34 closed out — a net gain of 10 holders — while 122 added to existing stakes and 110 trimmed.

The largest buyer was BlackRock, adding an estimated $58.6M. The largest seller was Security Capital Research & Management, cutting an estimated $47.3M.

  • 337 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2018, up from 330 in Q1 2018.
  • Funds reported $3.21B of Diversified Healthcare Trust stock for Q2 2018, up 15% quarter-over-quarter.
  • 44 funds opened new Diversified Healthcare Trust positions in Q2 2018 and 34 closed out, a net change of +10 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2018 was BlackRock, an estimated $58.6M added.
  • The largest Diversified Healthcare Trust seller in Q2 2018 was Security Capital Research & Management, an estimated $47.3M sold.

Based on aggregated 13F filings for Q2 2018.