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DHC

Diversified Healthcare Trust

336 hedge funds and large institutions have $2.03B invested in Diversified Healthcare Trust in 2019 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 127 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 102

21% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 38

2% more funds holding

Funds holding: 328336 (+8)

1% more capital invested

Capital invested by funds: $2B → $2.03B (+$23.3M)

0.39% more ownership

Funds ownership: 72.01%72.4% (+0.39%)

76% less call options, than puts

Call options by funds: $843K | Put options by funds: $3.54M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
336
Holders Change
+8
Holders Change %
+2.44%
% of All Funds
7.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
127
Reduced
102
Closed
38
Calls
$843K
Puts
$3.54M
Net Calls
-$2.69M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$12.2M -$4.85M -379,007 -27%
First Trust Advisors
27
First Trust Advisors
Illinois
$11.3M +$2.44M +190,404 +25%
UBS AM
28
UBS AM
Illinois
$10.9M -$230K -17,920 -2%
PAM
29
Panagora Asset Management
Massachusetts
$10.2M -$2.7M -210,795 -20%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$9.56M -$1.58M -123,145 -13%
UBS Group
31
UBS Group
Switzerland
$8.9M +$5.38M +420,224 +125%
Ameriprise
32
Ameriprise
Minnesota
$8.42M +$70.6K +5,510 +0.8%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$7.7M +$692K +53,996 +9%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$7.55M +$332K +25,951 +4%
Citadel Advisors
35
Citadel Advisors
Florida
$7.34M +$2.97M +232,229 +59%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$7.25M +$1.7M +132,898 +28%
Barclays
37
Barclays
United Kingdom
$7.2M -$949K -74,086 -11%
Deutsche Bank
38
Deutsche Bank
Germany
$7.01M +$2.79M +217,943 +58%
Man Group
39
Man Group
United Kingdom
$6.93M +$756K +59,000 +11%
Two Sigma Advisers
40
Two Sigma Advisers
New York
$6.84M +$315K +24,600 +4%
Axa
41
Axa
France
$6.69M +$411K +32,100 +6%
JP Morgan Chase
42
JP Morgan Chase
New York
$6.55M -$2.26M -176,228 -24%
CS
43
Credit Suisse
Switzerland
$6.52M -$981K -76,604 -12%
Wellington Management Group
44
Wellington Management Group
Massachusetts
$6.29M +$778K +60,752 +13%
Asset Management One
45
Asset Management One
Japan
$5.7M +$487K +38,038 +9%
Ohio Public Employees Retirement System (OPERS)
46
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.68M -$94K -7,342 -2%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$5.66M -$3.84K -300 -0.1%
CA
48
Commerzbank Aktiengesellschaft
Germany
$5.64M +$6.7K +523 +0.1%
AIG
49
American International Group
New York
$5.58M -$133K -10,389 -2%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.12M +$167K +13,000 +3%

DHC Hedge Fund Activity: Q1 2019 in Review

336 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2019, worth a combined $2.03B — up 1.2% from $2B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new DHC positions and 38 closed out — a net gain of 8 holders — while 127 added to existing stakes and 102 trimmed.

The largest buyer was Security Capital Research & Management, opening a new position worth an estimated $16.4M. The largest seller was Morgan Stanley, cutting an estimated $20.6M.

  • 336 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2019, up from 328 in Q4 2018.
  • Funds reported $2.03B of Diversified Healthcare Trust stock for Q1 2019, up 1.2% quarter-over-quarter.
  • 46 funds opened new Diversified Healthcare Trust positions in Q1 2019 and 38 closed out, a net change of +8 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2019 was Security Capital Research & Management, an estimated $16.4M added.
  • The largest Diversified Healthcare Trust seller in Q1 2019 was Morgan Stanley, an estimated $20.6M sold.

Based on aggregated 13F filings for Q1 2019.