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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
UBS Group
51
UBS Group
Switzerland
$493K +$191K +65,010 +44%
Bank of America
52
Bank of America
North Carolina
$487K +$226K +76,820 +57%
Deutsche Bank
53
Deutsche Bank
Germany
$480K +$184K +62,468 +43%
IG
54
ING Group
Netherlands
$460K +$589K +200,000 New
Citigroup
55
Citigroup
New York
$440K +$50.2K +17,043 +10%
Legal & General Group
56
Legal & General Group
United Kingdom
$418K
Millennium Management
57
Millennium Management
New York
$416K -$1.34M -455,796 -72%
II
58
Inspire Investing
Idaho
$403K +$227K +77,170 +79%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$370K -$5.83K -1,979 -1%
AQR Capital Management
60
AQR Capital Management
Connecticut
$367K +$236K +80,086 +101%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$364K +$33.7K +11,435 +8%
XT
62
XTX Topco
Cayman Islands
$360K +$460K +156,399 New
BMCM
63
Black Maple Capital Management
Wisconsin
$357K +$150K +50,800 +49%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$342K
Wells Fargo
65
Wells Fargo
California
$321K +$87.2K +29,626 +27%
State of Wisconsin Investment Board
66
State of Wisconsin Investment Board
Wisconsin
$318K -$262K -88,838 -39%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$315K
Jacobs Levy Equity Management
68
Jacobs Levy Equity Management
New Jersey
$303K -$1.16M -392,479 -75%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$301K +$291K +98,731 +307%
Mirae Asset Global ETFs Holdings
70
Mirae Asset Global ETFs Holdings
Hong Kong
$288K +$14.5K +4,931 +4%
CCM
71
Corsair Capital Management
New York
$288K +$147K +50,000 +67%
PHS
72
Pekin Hardy Strauss
Illinois
$271K +$106K +36,150 +44%
SG Americas Securities
73
SG Americas Securities
New York
$269K +$122K +41,489 +55%
CF
74
Corebridge Financial
Texas
$250K -$24.1K -8,197 -7%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$243K +$311K +105,699 New

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.