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DHC

Diversified Healthcare Trust
DHC

236 hedge funds and large institutions have $626M invested in Diversified Healthcare Trust in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

5% more funds holding

Funds holding: 224 → 236 (+12)

1.4% less ownership

Funds ownership: 77.52% → 76.11% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

23% less capital invested

Capital invested by funds: $816M → $626M (-$190M)

28% less call options, than puts

Call options by funds: $362K | Put options by funds: $502K

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
70
Reduced
84
Closed
19
Calls
$362K
Puts
$502K
Net Calls
-$140K
Net Calls Change
-$538K

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$12.3M
2
BlackRock
BlackRock
New York
+$12M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.58M
4
N
Nuveen
North Carolina
+$3.1M
5
Morgan Stanley
Morgan Stanley
New York
+$1.67M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$14.7M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$9.32M
3
Prudential Financial
Prudential Financial
New Jersey
-$6.68M
4
Deutsche Bank
Deutsche Bank
Germany
-$3.63M
5
State Street
State Street
Massachusetts
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$4.02M -$301K -77,032 -6%
UBS AM
27
UBS AM
Illinois
$3.55M +$308K +78,939 +9%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$3.24M +$57.9K +14,838 +2%
UBS Group
29
UBS Group
Switzerland
$3.21M +$176K +45,193 +5%
Invesco
30
Invesco
Georgia
$2.81M +$107K +27,350 +4%
Canada Pension Plan Investment Board
31
Canada Pension Plan Investment Board
Ontario, Canada
$2.23M -$3.35M -859,483 -58%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$2.02M +$110K +28,077 +5%
New York State Teachers Retirement System (NYSTRS)
33
New York State Teachers Retirement System (NYSTRS)
New York
$1.91M -$31.8K -8,149 -1%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.9M +$33.2K +8,500 +2%
Public Sector Pension Investment Board (PSP Investments)
35
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.86M – – –
PI
36
Putnam Investments
Massachusetts
$1.85M +$597K +153,000 +41%
CS
37
Credit Suisse
Switzerland
$1.83M +$19.2K +4,931 +1%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$1.73M -$117K -29,878 -6%
AllianceBernstein
39
AllianceBernstein
Tennessee
$1.7M +$2.91K +746 +0.2%
MIH
40
Meitav Investment House
Israel
$1.56M +$712K +182,563 +70%
Asset Management One
41
Asset Management One
Japan
$1.53M +$26.9K +6,887 +2%
Canada Life
42
Canada Life
Manitoba, Canada
$1.45M -$116K -29,705 -7%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$1.39M +$22K +5,632 +1%
PAM
44
Panagora Asset Management
Massachusetts
$1.37M +$358K +91,732 +31%
Two Sigma Advisers
45
Two Sigma Advisers
New York
$1.31M -$934K -239,491 -39%
SO
46
STRS Ohio
Ohio
$1.3M -$9.23K -2,365 -0.6%
TCM
47
Tekla Capital Management
Massachusetts
$1.26M – – –
TRCT
48
Tower Research Capital (TRC)
New York
$1.19M +$961K +246,228 +267%
First Trust Advisors
49
First Trust Advisors
Illinois
$1.16M +$366K +93,871 +40%
AG
50
Aperio Group
California
$1.12M +$42K +10,755 +3%
1
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DHC Hedge Fund Activity: Q3 2020 in Review

236 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2020, worth a combined $626M — down 23% from $816M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DHC positions and 19 closed out — a net gain of 13 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $12.3M. The largest seller was Goldman Sachs, cutting an estimated $14.7M.

  • 236 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2020, up from 224 in Q2 2020.
  • Funds reported $626M of Diversified Healthcare Trust stock for Q3 2020, down 23% quarter-over-quarter.
  • 32 funds opened new Diversified Healthcare Trust positions in Q3 2020 and 19 closed out, a net change of +13 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2020 was Bank of New York Mellon, an estimated $12.3M added.
  • The largest Diversified Healthcare Trust seller in Q3 2020 was Goldman Sachs, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.