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DHC

Diversified Healthcare Trust

172 hedge funds and large institutions have $251M invested in Diversified Healthcare Trust in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 51 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

109% more capital invested

Capital invested by funds: $120M → $251M (+$131M)

32% more call options, than puts

Call options by funds: $170K | Put options by funds: $129K

1.03% more ownership

Funds ownership: 74.74%75.77% (+1%)

10% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 51

5% less funds holding

Funds holding: 182172 (-10)

23% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 31

Holders
172
Holders Change
-10
Holders Change %
-5.49%
% of All Funds
2.74%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.13%
New
24
Increased
56
Reduced
51
Closed
31
Calls
$170K
Puts
$129K
Net Calls
+$41K
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$160K +$11.5K +11,168 +10%
AIG
77
American International Group
New York
$155K +$2.36K +2,285 +2%
Manulife (Manufacturers Life Insurance)
78
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$132K
HI
79
Humankind Investments
New York
$127K +$19.7K +19,021 +25%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$120K -$26K -25,196 -22%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$112K -$812K -785,024 -90%
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$112K +$8.82K +8,529 +11%
BCM
83
Bayesian Capital Management
New York
$108K +$42.8K +41,400 +107%
TRSOTSOK
84
Teachers Retirement System of the State of Kentucky
Kentucky
$98K
Daiwa Securities Group
85
Daiwa Securities Group
Japan
$97K +$5.58K +5,395 +8%
CIM
86
CIM Investment Management
Pennsylvania
$96.1K +$2.54K +2,462 +4%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$95.9K +$24.4K +23,559 +50%
MYAM
88
Meiji Yasuda Asset Management
Japan
$91K
HHRDM
89
H&H Retirement Design & Management
Nevada
$77.2K +$891 +862 +1%
Citigroup
90
Citigroup
New York
$64K -$783K -757,750 -94%
Public Employees Retirement Association of Colorado
91
Public Employees Retirement Association of Colorado
Colorado
$64K
FCP
92
Fidelis Capital Partners
Florida
$48.8K +$57.2K +55,370 New
M&T Bank
93
M&T Bank
New York
$48.2K -$465 -450 -1%
TRCT
94
Tower Research Capital (TRC)
New York
$47K -$63K -60,971 -63%
VPIM
95
Vanguard Personalized Indexing Management
California
$46.4K -$24 -23 -0.1%
OPA
96
Old Port Advisors
Maine
$42.5K -$14.1K -13,610 -28%
GC
97
Gould Capital
Washington
$41.8K +$5.51K +5,328 +21%
First Trust Advisors
98
First Trust Advisors
Illinois
$41.5K -$2.37K -2,294 -7%
SEI Investments
99
SEI Investments
Pennsylvania
$40.5K +$31K +30,031 New
ProShare Advisors
100
ProShare Advisors
Maryland
$37.8K -$2.7K -2,612 -9%

DHC Hedge Fund Activity: Q1 2023 in Review

172 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2023, worth a combined $251M — up 109% from $120M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of DHC and 24 opened new positions — a net loss of 7 holders — while 51 trimmed existing stakes and 56 added.

The largest buyer was Charles Schwab, adding an estimated $13.7M. The largest seller was Flat Footed LLC, cutting an estimated $12.6M.

  • 172 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2023, down from 182 in Q4 2022.
  • Funds reported $251M of Diversified Healthcare Trust stock for Q1 2023, up 109% quarter-over-quarter.
  • 24 funds opened new Diversified Healthcare Trust positions in Q1 2023 and 31 closed out, a net change of -7 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2023 was Charles Schwab, an estimated $13.7M added.
  • The largest Diversified Healthcare Trust seller in Q1 2023 was Flat Footed LLC, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2023.