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DHC

Diversified Healthcare Trust
DHC

236 hedge funds and large institutions have $611M invested in Diversified Healthcare Trust in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $543K | Put options by funds: $106K

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more funds holding

Funds holding: 224 → 236 (+12)

3.53% more ownership

Funds ownership: 78.55% → 82.08% (+3.5%)

5% less capital invested

Capital invested by funds: $641M → $611M (-$30.5M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
82
Closed
20
Calls
$543K
Puts
$106K
Net Calls
+$437K
Net Calls Change
+$219K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.28M
2
BlackRock
BlackRock
New York
+$6.57M
3
Morgan Stanley
Morgan Stanley
New York
+$3.79M
4
State Street
State Street
Massachusetts
+$3.22M
5
H2CM
H/2 Credit Manager
Connecticut
+$1.62M

Top Sellers

1
SIG
Senator Investment Group
New York
-$6.78M
2
RA
Royce & Associates
New York
-$4.53M
3
N
Nuveen
North Carolina
-$4.14M
4
PPA
Parametric Portfolio Associates
Washington
-$2.32M
5
CIM
Centersquare Investment Management
Pennsylvania
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
76
Pensionfund Sabic
Netherlands
$442K – – –
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$419K -$30.5K -9,447 -7%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$400K +$39.9K +12,350 +10%
Allspring Global Investments
79
Allspring Global Investments
North Carolina
$364K +$381K +117,889 New
LSERS
80
Louisiana State Employees Retirement System
Louisiana
$358K +$2.58K +800 +0.7%
AB
81
Amalgamated Bank
New York
$348K -$10.5K -3,238 -3%
Canada Pension Plan Investment Board
82
Canada Pension Plan Investment Board
Ontario, Canada
$334K -$77.5K -24,000 -18%
Mitsubishi UFJ Asset Management
83
Mitsubishi UFJ Asset Management
Japan
$326K – – –
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$316K +$93.4K +28,914 +39%
GCP
85
GSA Capital Partners
United Kingdom
$313K +$111K +34,291 +51%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$301K -$469 -145 -0.1%
MSRPS
87
Maryland State Retirement & Pension System
Maryland
$290K – – –
OPERF
88
Oregon Public Employees Retirement Fund
Oregon
$286K -$13.9K -4,300 -4%
PAMS
89
Pictet Asset Management (Switzerland)
Switzerland
$286K – – –
QOP
90
Quinn Opportunity Partners
Virginia
$278K – – –
HSBC Holdings
91
HSBC Holdings
United Kingdom
$266K +$57.8K +17,887 +26%
OPA
92
Old Port Advisors
Maine
$257K -$42.5K -13,163 -15%
Handelsbanken Fonder
93
Handelsbanken Fonder
Sweden
$240K – – –
CB
94
Commerce Bank
Missouri
$237K -$6.31K -1,953 -2%
Zurich Cantonal Bank
95
Zurich Cantonal Bank
Switzerland
$237K – – –
IA
96
IndexIQ Advisors
New York
$236K -$31.6K -9,766 -11%
KBC Group
97
KBC Group
Belgium
$233K +$199K +61,505 +447%
SAM
98
Shell Asset Management
Netherlands
$223K +$1.09K +337 +0.5%
VFA
99
Values First Advisors
Tennessee
$217K -$59.2K -18,336 -21%
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$215K -$10.4K -3,204 -4%
2 3
4
5 6

DHC Hedge Fund Activity: Q4 2021 in Review

236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2021, worth a combined $611M — down 4.8% from $641M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DHC positions and 20 closed out — a net gain of 14 holders — while 65 added to existing stakes and 82 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.28M. The largest seller was Senator Investment Group, exiting entirely with an estimated $6.78M sold.

  • 236 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2021, up from 224 in Q3 2021.
  • Funds reported $611M of Diversified Healthcare Trust stock for Q4 2021, down 4.8% quarter-over-quarter.
  • 34 funds opened new Diversified Healthcare Trust positions in Q4 2021 and 20 closed out, a net change of +14 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2021 was Vanguard Group, an estimated $7.28M added.
  • The largest Diversified Healthcare Trust seller in Q4 2021 was Senator Investment Group, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2021.