DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

306 hedge funds and large institutions have $3.42B invested in Diversified Healthcare Trust in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 119 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
306
Holders Change
+9
Holders Change %
+3.03%
% of All Funds
8.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
110
Reduced
119
Closed
25
Calls
$2.39M
Puts
$2.6M
Net Calls
-$207K
Net Calls Change
+$1.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$326M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$80.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$548M
4
SCM
4
Symons Capital Management
Pennsylvania
$14.9M
5
GC
5
Guggenheim Capital
Illinois
$19.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$186M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$11.2M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$79.6M
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$899K
5
Cohen & Steers
5
Cohen & Steers
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
326
Pathstone Family Office
New Jersey
– -$14K -656 Closed
EWM
327
Elite Wealth Management
Washington
– -$7K -303 Closed
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
– -$4K -182 Closed
RFA
329
Reilly Financial Advisors
California
– -$2K -113 Closed
CGT
330
Capital Guardian Trust
California
– -$1K -37 Closed
10 11 12 13
14