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DHC

Diversified Healthcare Trust
DHC

246 hedge funds and large institutions have $644M invested in Diversified Healthcare Trust in 2020 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 83 increasing their positions, 60 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 40

38% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 60

9% more funds holding

Funds holding: 225 → 246 (+21)

3.29% more ownership

Funds ownership: 71.29% → 74.58% (+3.3%)

55% less capital invested

Capital invested by funds: $1.43B → $644M (-$786M)

82% less call options, than puts

Call options by funds: $428K | Put options by funds: $2.44M

Holders
246
Holders Change
+21
Holders Change %
+9.33%
% of All Funds
5.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
64
Increased
83
Reduced
60
Closed
40
Calls
$428K
Puts
$2.44M
Net Calls
-$2.01M
Net Calls Change
+$1.63M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$16.6M
2
PPA
Parametric Portfolio Associates
Washington
+$12.5M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$10.2M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$8.66M
5
State Street
State Street
Massachusetts
+$8.49M

Top Sellers

1
LPC
Long Pond Capital
New York
-$17.7M
2
Morgan Stanley
Morgan Stanley
New York
-$16.3M
3
Principal Financial Group
Principal Financial Group
Iowa
-$8.65M
4
Prudential Financial
Prudential Financial
New Jersey
-$8.07M
5
AAM
Advisors Asset Management
Colorado
-$5.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mackenzie Financial
51
Mackenzie Financial
Ontario, Canada
$1.13M -$18.4K -2,800 -0.9%
Retirement Systems of Alabama
52
Retirement Systems of Alabama
Alabama
$1.13M +$2.03M +309,783 New
Canada Life
53
Canada Life
Manitoba, Canada
$1.12M +$207K +31,605 +11%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$1.04M +$1.89M +288,001 New
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.03M +$1.45M +221,028 +356%
AQR Capital Management
56
AQR Capital Management
Connecticut
$1M -$610K -93,046 -25%
PDN
57
Pensionfund DSM Netherlands
Netherlands
$904K +$328K +50,000 +25%
PI
58
Putnam Investments
Massachusetts
$904K +$1.63M +249,157 New
MSL
59
Mackay Shields LLC
New York
$869K +$1.57M +239,500 New
MIM
60
MetLife Investment Management
New Jersey
$868K – – –
MIH
61
Meitav Investment House
Israel
$851K +$432K +65,870 +39%
MOACM
62
Mutual of America Capital Management
New York
$804K +$64K +9,748 +5%
AA
63
ALPS Advisors
Colorado
$781K -$238K -36,295 -14%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$771K – – –
Macquarie Group
65
Macquarie Group
Australia
$756K +$840K +128,000 +159%
AAMU
66
Amundi Asset Management US
Massachusetts
$750K +$1.36M +206,606 New
TPSF
67
Texas Permanent School Fund
Texas
$736K +$262K +39,954 +25%
Nomura Asset Management
68
Nomura Asset Management
Japan
$621K +$121K +18,500 +12%
OPA
69
Old Port Advisors
Maine
$616K +$130K +19,882 +13%
Renaissance Technologies
70
Renaissance Technologies
New York
$614K +$83.3K +12,700 +8%
SEI Investments
71
SEI Investments
Pennsylvania
$593K +$925K +141,005 +254%
DLG
72
Daniel L. Goodwin
$583K +$1.06M +160,864 New
Axa
73
Axa
France
$562K -$291K -44,300 -22%
Deutsche Bank
74
Deutsche Bank
Germany
$557K -$331K -50,517 -25%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$554K – – –
1 2
3
4 5

DHC Hedge Fund Activity: Q1 2020 in Review

246 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2020, worth a combined $644M — down 55% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DHC positions and 40 closed out — a net gain of 24 holders — while 83 added to existing stakes and 60 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $16.6M. The largest seller was Long Pond Capital, exiting entirely with an estimated $17.7M sold.

  • 246 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2020, up from 225 in Q4 2019.
  • Funds reported $644M of Diversified Healthcare Trust stock for Q1 2020, down 55% quarter-over-quarter.
  • 64 funds opened new Diversified Healthcare Trust positions in Q1 2020 and 40 closed out, a net change of +24 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2020 was JP Morgan Chase, an estimated $16.6M added.
  • The largest Diversified Healthcare Trust seller in Q1 2020 was Long Pond Capital, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2020.