Diversified Healthcare Trust
DHC
327 hedge funds and large institutions have $4.18B invested in Diversified Healthcare Trust in 2015 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 181 increasing their positions, 64 reducing their positions, and 25 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 64
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 25
15% more capital invested
Capital invested by funds: $3.62B → $4.18B (+$561M)
2% more funds holding
Funds holding: 322 → 327 (+5)
0.09% less ownership
Funds ownership: 80.47% → 80.38% (-0.09%)
33% less call options, than puts
Call options by funds: $3M | Put options by funds: $4.49M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$113M |
| 2 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$107M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$49.8M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$44.1M |
| 5 |
Bank of New York Mellon
New York
|
+$39.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$29.8M |
| 2 |
Morgan Stanley
New York
|
-$27.4M |
| 3 |
Millennium Management
New York
|
-$19.1M |
| 4 |
QI
Qualcomm Inc
San Diego,
California
|
-$14.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.4M |
DHC Hedge Fund Activity: Q1 2015 in Review
327 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2015, worth a combined $4.18B — up 15% from $3.62B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new DHC positions and 25 closed out — a net gain of 10 holders — while 181 added to existing stakes and 64 trimmed.
The largest buyer was Vanguard Group, adding an estimated $113M. The largest seller was Fidelity Investments, cutting an estimated $29.8M.
- 327 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2015, up from 322 in Q4 2014.
- Funds reported $4.18B of Diversified Healthcare Trust stock for Q1 2015, up 15% quarter-over-quarter.
- 35 funds opened new Diversified Healthcare Trust positions in Q1 2015 and 25 closed out, a net change of +10 holders.
- The largest Diversified Healthcare Trust buyer in Q1 2015 was Vanguard Group, an estimated $113M added.
- The largest Diversified Healthcare Trust seller in Q1 2015 was Fidelity Investments, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2015.