Diversified Healthcare Trust
325 hedge funds and large institutions have $4.33B invested in Diversified Healthcare Trust in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 122 increasing their positions, 115 reducing their positions, and 30 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
62% more call options, than puts
Call options by funds: $4.69M | Put options by funds: $2.9M
14% more capital invested
Capital invested by funds: $3.78B → $4.33B (+$546M)
4.2% more ownership
Funds ownership: 76.47% → 80.67% (+4.2%)
6% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 115
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
2% less funds holding
Funds holding: 330 → 325 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$69.5M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$51.8M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$41M |
| 4 |
Goldman Sachs
New York
|
+$40.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$58.8M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$25.2M |
| 3 |
Axa
Paris,
France
|
-$23.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.9M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFFS
351
La Francaise Forum Securities
Old Greenwich,
Connecticut
| – | -$4K | -216 | Closed |
|
352
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -104 | Closed |
|
|
SCM
353
Southport Capital Management
Chattanooga,
Tennessee
| – | -$2K | -100 | Closed |
|
DHC Hedge Fund Activity: Q3 2016 in Review
325 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2016, worth a combined $4.33B — up 14% from $3.78B a quarter earlier.
Fund positioning in DHC was balanced in Q3 2016: 30 funds opened new positions, 30 closed out, 122 added to existing stakes and 115 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $69.5M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $58.8M.
- 325 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2016, down from 330 in Q2 2016.
- Funds reported $4.33B of Diversified Healthcare Trust stock for Q3 2016, up 14% quarter-over-quarter.
- 30 funds opened new Diversified Healthcare Trust positions in Q3 2016 and 30 closed out, a net change of 0 holders.
- The largest Diversified Healthcare Trust buyer in Q3 2016 was Principal Financial Group, an estimated $69.5M added.
- The largest Diversified Healthcare Trust seller in Q3 2016 was CBRE Investment Management Listed Real Assets, an estimated $58.8M sold.
Based on aggregated 13F filings for Q3 2016.