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DHC

Diversified Healthcare Trust

316 hedge funds and large institutions have $3.61B invested in Diversified Healthcare Trust in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $2.35M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more capital invested

Capital invested by funds: $3.53B → $3.61B (+$79.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 319316 (-3)

3.46% less ownership

Funds ownership: 78.43%74.97% (-3.5%)

11% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 124

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
110
Reduced
124
Closed
31
Calls
$4.1M
Puts
$2.35M
Net Calls
+$1.74M
Net Calls Change
+$2.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$16.5M +$1.63M +83,010 +11%
Legal & General Group
27
Legal & General Group
United Kingdom
$15.6M +$2.34M +119,303 +18%
Renaissance Technologies
28
Renaissance Technologies
New York
$15.1M -$2.15M -109,900 -13%
Invesco
29
Invesco
Georgia
$14.7M -$713K -36,385 -5%
Citadel Advisors
30
Citadel Advisors
Florida
$14.4M +$13.5M +687,485 +3,164%
TCM
31
Tekla Capital Management
Massachusetts
$13.1M
ACM
32
Advisors Capital Management
New Jersey
$12.7M +$436K +22,260 +4%
Bank of America
33
Bank of America
North Carolina
$12.7M -$1.92M -97,937 -14%
PPA
34
Parametric Portfolio Associates
Washington
$12.2M +$1.05M +53,592 +10%
CCMH
35
Cornerstone Capital Management Holdings
New York
$11.9M +$345K +17,575 +3%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$11.7M -$451K -23,000 -4%
Asset Management One
37
Asset Management One
Japan
$10.5M -$793K -40,430 -7%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$10.4M -$3.23M -164,857 -24%
Deutsche Bank
39
Deutsche Bank
Germany
$10.4M -$1.57M -79,867 -13%
New York State Teachers Retirement System (NYSTRS)
40
New York State Teachers Retirement System (NYSTRS)
New York
$10M -$3.92K -200 -0%
UBS AM
41
UBS AM
Illinois
$9.98M +$1.58M +80,680 +20%
UBS Group
42
UBS Group
Switzerland
$9.89M +$190K +9,708 +2%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$9.85M +$675K +34,404 +8%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$9.73M -$416K -21,200 -4%
AIG
45
American International Group
New York
$9.61M +$324K +16,519 +4%
TCIM
46
TIAA CREF Investment Management
New York
$9.5M -$285K -14,545 -3%
DIA
47
Denver Investment Advisors
Colorado
$9.34M +$467K +23,825 +5%
NI
48
Numeric Investors
Massachusetts
$9.17M -$4.85M -247,500 -35%
Citigroup
49
Citigroup
New York
$9.09M +$1.86M +95,003 +27%
GXMC
50
Global X Management Company
New York
$8.81M -$2.15M -109,535 -20%

DHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2017, worth a combined $3.61B — up 2.2% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DHC positions and 31 closed out — a net gain of 6 holders — while 110 added to existing stakes and 124 trimmed.

The largest buyer was BlackRock, adding an estimated $481M. The largest seller was Security Capital Research & Management, cutting an estimated $159M.

  • 316 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2017, down from 319 in Q4 2016.
  • Funds reported $3.61B of Diversified Healthcare Trust stock for Q1 2017, up 2.2% quarter-over-quarter.
  • 37 funds opened new Diversified Healthcare Trust positions in Q1 2017 and 31 closed out, a net change of +6 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2017 was BlackRock, an estimated $481M added.
  • The largest Diversified Healthcare Trust seller in Q1 2017 was Security Capital Research & Management, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.