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DHC

Diversified Healthcare Trust

191 hedge funds and large institutions have $548M invested in Diversified Healthcare Trust in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $451M → $548M (+$97.2M)

3% more funds holding

Funds holding: 186191 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.29% less ownership

Funds ownership: 75.28%74% (-1.3%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

23% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.42M

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
55
Reduced
69
Closed
18
Calls
$1.85M
Puts
$2.42M
Net Calls
-$564K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
USPCM
26
Union Square Park Capital Management
New York
$2.65M +$177K +69,725 +9%
Millennium Management
27
Millennium Management
New York
$2.56M -$1.15M -452,923 -35%
N
28
Nuveen
North Carolina
$2.5M +$232K +91,451 +13%
Invesco
29
Invesco
Georgia
$2.31M -$1.53M -603,005 -44%
PFCS
30
Pale Fire Capital SE
Czech Republic
$1.96M +$314K +123,674 +24%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.64M -$924K -364,239 -40%
NIMC
32
Nierenberg Investment Management Company
Washington
$1.39M -$27.9K -11,000 -2%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$1.34M -$42.7K -16,841 -4%
BCM
34
Brigade Capital Management
New York
$1.22M +$508K +200,000 +100%
WAM
35
Wolverine Asset Management
Illinois
$1.22M +$32.4K +12,769 +3%
Aberdeen Group
36
Aberdeen Group
United Kingdom
$1.09M
QOP
37
Quinn Opportunity Partners
Virginia
$1.08M +$656K +258,660 +269%
Ohio Public Employees Retirement System (OPERS)
38
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.01M -$31K -12,197 -4%
Two Sigma Investments
39
Two Sigma Investments
New York
$1.01M -$446K -175,917 -35%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.01M
Asset Management One
41
Asset Management One
Japan
$965K -$18.5K -7,309 -2%
AG
42
Algert Global
California
$939K +$22.5K +8,878 +3%
CANY
43
Caxton Associates (New York)
New York
$830K -$69.4K -27,338 -9%
Norges Bank
44
Norges Bank
Norway
$813K +$677K +266,700 New
Nomura Asset Management
45
Nomura Asset Management
Japan
$792K
Canada Life
46
Canada Life
Manitoba, Canada
$748K
RC
47
RBF Capital
California
$744K +$111K +43,869 +22%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$722K -$14.7K -5,806 -2%
HF
49
HRT Financial
New York
$697K -$602K -237,139 -51%
Legal & General Group
50
Legal & General Group
United Kingdom
$551K -$4.23K -1,667 -0.9%

DHC Hedge Fund Activity: Q2 2024 in Review

191 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2024, worth a combined $548M — up 22% from $451M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DHC positions and 18 closed out — a net gain of 7 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was BlackBarn Capital Partners, adding an estimated $5.71M. The largest seller was Charles Schwab, cutting an estimated $5.41M.

  • 191 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2024, up from 186 in Q1 2024.
  • Funds reported $548M of Diversified Healthcare Trust stock for Q2 2024, up 22% quarter-over-quarter.
  • 25 funds opened new Diversified Healthcare Trust positions in Q2 2024 and 18 closed out, a net change of +7 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2024 was BlackBarn Capital Partners, an estimated $5.71M added.
  • The largest Diversified Healthcare Trust seller in Q2 2024 was Charles Schwab, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2024.