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DHC

Diversified Healthcare Trust
DHC

177 hedge funds and large institutions have $352M invested in Diversified Healthcare Trust in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

16% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.46M

11% more funds holding

Funds holding: 160 → 177 (+17)

0.76% more ownership

Funds ownership: 73.48% → 74.24% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

12% less capital invested

Capital invested by funds: $402M → $352M (-$50.2M)

Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
52
Reduced
57
Closed
12
Calls
$2.86M
Puts
$2.46M
Net Calls
+$398K
Net Calls Change
-$732K

Top Buyers

Rank Fund Capital Flow
1
SPC
Silver Point Capital
Connecticut
+$20.8M
2
Jane Street
Jane Street
New York
+$2.09M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$1.82M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.7M
5
BCM
Beryl Capital Management
California
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$9.93M
2
N
Nuveen
North Carolina
-$4.48M
3
Charles Schwab
Charles Schwab
California
-$3.65M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.17M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$1.63M +$324K +127,748 +18%
N
27
Nuveen
North Carolina
$1.36M -$4.48M -1,765,907 -72%
Citadel Advisors
28
Citadel Advisors
Florida
$1.35M +$1.7M +669,224 +2,698%
JP Morgan Chase
29
JP Morgan Chase
New York
$1.34M -$328K -129,521 -16%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$1.23M -$875K -345,082 -35%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$1.14M +$1.35M +531,455 +932%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$1.14M -$792K -312,363 -35%
CANY
33
Caxton Associates (New York)
New York
$1.12M +$872K +344,055 +147%
BCM
34
Beryl Capital Management
California
$1.09M +$1.38M +544,747 +2,834%
VFA
35
Values First Advisors
Tennessee
$1.04M -$3.47K -1,367 -0.3%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.03M -$36.7K -14,491 -3%
HF
37
HRT Financial
New York
$969K +$1.27M +499,718 New
NIMC
38
Nierenberg Investment Management Company
Washington
$906K -$27.9K -11,000 -2%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$898K -$5.96K -2,351 -0.5%
LSV Asset Management
40
LSV Asset Management
Illinois
$758K – – –
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$725K -$42.3K -16,702 -4%
Swiss National Bank
42
Swiss National Bank
Switzerland
$716K +$935K +368,906 New
PFCS
43
Pale Fire Capital SE
Czech Republic
$681K +$527K +207,924 +145%
Asset Management One
44
Asset Management One
Japan
$675K -$88.5K -34,904 -9%
Nomura Asset Management
45
Nomura Asset Management
Japan
$506K +$50.7K +20,000 +8%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$483K -$67.2K -26,504 -10%
WAM
47
Wolverine Asset Management
Illinois
$451K -$5.07K -1,998 -0.9%
Franklin Resources
48
Franklin Resources
California
$441K +$576K +227,356 New
Canada Life
49
Canada Life
Manitoba, Canada
$440K +$163K +64,372 +40%
UBS Group
50
UBS Group
Switzerland
$414K +$83.5K +32,918 +18%
1
2
3 4 5

DHC Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2023, worth a combined $352M — down 12% from $402M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DHC positions and 12 closed out — a net gain of 19 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $20.8M. The largest seller was Vanguard Group, cutting an estimated $9.93M.

  • 177 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2023, up from 160 in Q2 2023.
  • Funds reported $352M of Diversified Healthcare Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 31 funds opened new Diversified Healthcare Trust positions in Q3 2023 and 12 closed out, a net change of +19 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2023 was Silver Point Capital, an estimated $20.8M added.
  • The largest Diversified Healthcare Trust seller in Q3 2023 was Vanguard Group, an estimated $9.93M sold.

Based on aggregated 13F filings for Q3 2023.