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DHC

Diversified Healthcare Trust

205 hedge funds and large institutions have $422M invested in Diversified Healthcare Trust in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 194205 (+11)

0.33% more ownership

Funds ownership: 74.83%75.16% (+0.33%)

20% less call options, than puts

Call options by funds: $2.09M | Put options by funds: $2.6M

44% less capital invested

Capital invested by funds: $760M → $422M (-$338M)

Holders
205
Holders Change
+11
Holders Change %
+5.67%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
35
Increased
64
Reduced
51
Closed
24
Calls
$2.09M
Puts
$2.6M
Net Calls
-$511K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.78M -$208K -70,518 -8%
Invesco
27
Invesco
Georgia
$1.78M +$109K +36,949 +5%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.77M -$800K -271,900 -26%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.76M -$600K -203,794 -21%
N
30
Nuveen
North Carolina
$1.6M -$273K -92,870 -12%
Citadel Advisors
31
Citadel Advisors
Florida
$1.22M -$1.93M -656,180 -55%
MMA
32
Mizuho Markets Americas
New York
$1.15M +$1.47M +500,000 New
NIMC
33
Nierenberg Investment Management Company
Washington
$1.05M
CWM
34
CIBC World Markets
New York
$990K +$1.27M +430,441 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$954K +$11.4K +3,881 +0.9%
BCM
36
Brigade Capital Management
New York
$920K
WAM
37
Wolverine Asset Management
Illinois
$918K
UBS AM
38
UBS AM
Illinois
$884K +$332K +112,701 +41%
Barclays
39
Barclays
United Kingdom
$837K +$116K +39,551 +12%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$823K
AG
41
Algert Global
California
$808K +$129K +43,921 +14%
Ohio Public Employees Retirement System (OPERS)
42
Ohio Public Employees Retirement System (OPERS)
Ohio
$787K -$224K -76,095 -18%
QOP
43
Quinn Opportunity Partners
Virginia
$770K
Swiss National Bank
44
Swiss National Bank
Switzerland
$761K
Asset Management One
45
Asset Management One
Japan
$706K
Russell Investments Group
46
Russell Investments Group
United Kingdom
$704K +$274K +93,096 +44%
Nomura Asset Management
47
Nomura Asset Management
Japan
$641K
Squarepoint
48
Squarepoint
New York
$601K +$644K +218,847 +516%
Canada Life
49
Canada Life
Manitoba, Canada
$561K +$69.8K +23,706 +11%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$518K -$17.4K -5,916 -3%

DHC Hedge Fund Activity: Q4 2024 in Review

205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2024, worth a combined $422M — down 44% from $760M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DHC positions and 24 closed out — a net gain of 11 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $11.8M. The largest seller was Charles Schwab, cutting an estimated $6.82M.

  • 205 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $422M of Diversified Healthcare Trust stock for Q4 2024, down 44% quarter-over-quarter.
  • 35 funds opened new Diversified Healthcare Trust positions in Q4 2024 and 24 closed out, a net change of +11 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $11.8M added.
  • The largest Diversified Healthcare Trust seller in Q4 2024 was Charles Schwab, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2024.