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DHC

Diversified Healthcare Trust
DHC

330 hedge funds and large institutions have $2.79B invested in Diversified Healthcare Trust in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 28

24% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 102

5% more funds holding

Funds holding: 313 → 330 (+17)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.05% less ownership

Funds ownership: 75% → 74.95% (-0.05%)

18% less capital invested

Capital invested by funds: $3.41B → $2.79B (-$623M)

84% less call options, than puts

Call options by funds: $679K | Put options by funds: $4.26M

Holders
330
Holders Change
+17
Holders Change %
+5.43%
% of All Funds
7.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
48
Increased
126
Reduced
102
Closed
28
Calls
$679K
Puts
$4.26M
Net Calls
-$3.58M
Net Calls Change
-$4.43M

Top Buyers

Rank Fund Capital Flow
1
SCRM
Security Capital Research & Management
Illinois
+$21.8M
2
PAM
Panagora Asset Management
Massachusetts
+$16.3M
3
Invesco
Invesco
Georgia
+$13.3M
4
American Century Companies
American Century Companies
Missouri
+$7.28M
5
GC
Guggenheim Capital
Illinois
+$5.16M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$60.1M
2
MAM
Martingale Asset Management
Massachusetts
-$11.9M
3
SI
Scout Investments
Missouri
-$9.91M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.77M
5
BlackRock
BlackRock
New York
-$9.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$3.05M +$54.8K +3,298 +2%
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$2.95M -$27.5K -1,651 -0.9%
Wellington Management Group
78
Wellington Management Group
Massachusetts
$2.9M +$3.09M +185,525 New
ACI
79
AMP Capital Investors
Australia
$2.85M +$23.4K +1,405 +0.8%
Comerica Bank
80
Comerica Bank
Texas
$2.83M -$4.62K -278 -0.1%
GAMC
81
Garner Asset Management Corp
Texas
$2.8M +$558K +33,548 +23%
Macquarie Group
82
Macquarie Group
Australia
$2.79M -$89.8K -5,400 -3%
QI
83
QS Investors
New York
$2.77M +$705K +42,382 +32%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$2.73M +$703K +42,290 +32%
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$2.71M +$803K +48,308 +39%
Nomura Asset Management
86
Nomura Asset Management
Japan
$2.61M +$361K +21,710 +15%
CIA
87
Capital Investment Advisors
Georgia
$2.61M +$78K +4,690 +3%
ASRS
88
Arizona State Retirement System
Arizona
$2.52M -$171K -10,300 -6%
TPSF
89
Texas Permanent School Fund
Texas
$2.46M -$55.1K -3,316 -2%
SDIC
90
South Dakota Investment Council
South Dakota
$2.41M – – –
Canada Pension Plan Investment Board
91
Canada Pension Plan Investment Board
Ontario, Canada
$2.39M +$1.01M +60,600 +66%
SCM
92
Stevens Capital Management
Pennsylvania
$2.39M +$598K +35,969 +31%
PDN
93
Pensionfund DSM Netherlands
Netherlands
$2.33M – – –
SOADOR
94
State of Alaska Department of Revenue
Alaska
$2.33M +$97.4K +5,860 +4%
MIM
95
MetLife Investment Management
New Jersey
$2.32M -$34.2K -2,057 -1%
VLKIM
96
Van Lanschot Kempen Investment Management
Netherlands
$2.11M +$12K +724 +0.5%
MAM
97
Martingale Asset Management
Massachusetts
$2.11M -$11.9M -715,763 -84%
NA
98
Neuburgh Advisers
California
$2.11M +$1.69M +101,898 +310%
LPL Financial
99
LPL Financial
California
$2.04M -$32.7K -1,966 -1%
AG
100
Aperio Group
California
$1.94M -$877K -52,714 -30%
2 3
4
5 6

DHC Hedge Fund Activity: Q1 2018 in Review

330 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2018, worth a combined $2.79B — down 18% from $3.41B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new DHC positions and 28 closed out — a net gain of 20 holders — while 126 added to existing stakes and 102 trimmed.

The largest buyer was Security Capital Research & Management, adding an estimated $21.8M. The largest seller was Vanguard Group, cutting an estimated $60.1M.

  • 330 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2018, up from 313 in Q4 2017.
  • Funds reported $2.79B of Diversified Healthcare Trust stock for Q1 2018, down 18% quarter-over-quarter.
  • 48 funds opened new Diversified Healthcare Trust positions in Q1 2018 and 28 closed out, a net change of +20 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2018 was Security Capital Research & Management, an estimated $21.8M added.
  • The largest Diversified Healthcare Trust seller in Q1 2018 was Vanguard Group, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2018.