We are live on ! Find out more
DHC

Diversified Healthcare Trust

160 hedge funds and large institutions have $402M invested in Diversified Healthcare Trust in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.21M

61% more capital invested

Capital invested by funds: $251M → $402M (+$152M)

2.29% less ownership

Funds ownership: 75.77%73.48% (-2.3%)

7% less funds holding

Funds holding: 172160 (-12)

29% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 34

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

39% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 57

Holders
160
Holders Change
-12
Holders Change %
-6.98%
% of All Funds
2.51%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
24
Increased
35
Reduced
57
Closed
34
Calls
$2.34M
Puts
$1.21M
Net Calls
+$1.13M
Net Calls Change
+$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
76
Daiwa Securities Group
Japan
$162K
CIM
77
CIM Investment Management
Pennsylvania
$160K
MYAM
78
Meiji Yasuda Asset Management
Japan
$151K
Simplex Trading
79
Simplex Trading
Illinois
$136K +$77.9K +54,282 +845%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$128K +$81.9K +57,035 New
FCP
81
Fidelis Capital Partners
Florida
$121K -$2.27K -1,583 -3%
SO
82
STRS Ohio
Ohio
$112K -$183K -127,402 -72%
Barclays
83
Barclays
United Kingdom
$107K -$105K -73,283 -61%
Public Employees Retirement Association of Colorado
84
Public Employees Retirement Association of Colorado
Colorado
$106K
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$93K -$45.2K -31,500 -43%
VPIM
86
Vanguard Personalized Indexing Management
California
$86.5K +$5.85K +4,077 +12%
M&T Bank
87
M&T Bank
New York
$80.3K
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$75K +$26.5K +18,446 +122%
GC
89
Gould Capital
Washington
$70.3K +$441 +307 +1%
ProShare Advisors
90
ProShare Advisors
Maryland
$70K +$4.44K +3,095 +11%
First Trust Advisors
91
First Trust Advisors
Illinois
$63.7K -$3.51K -2,443 -8%
BCM
92
Bayesian Capital Management
New York
$63.2K -$74.8K -52,100 -65%
Victory Capital Management
93
Victory Capital Management
Texas
$59.1K -$879 -612 -2%
Principal Financial Group
94
Principal Financial Group
Iowa
$57.7K -$2.23K -1,553 -6%
Citadel Advisors
95
Citadel Advisors
Florida
$55.8K -$941K -655,083 -96%
BFG
96
Bleakley Financial Group
New Jersey
$55.7K +$818 +570 +2%
SS
97
Simplicity Solutions
Minnesota
$55.7K +$818 +570 +2%
SMDAM
98
Sumitomo Mitsui DS Asset Management
Japan
$53.7K
AB
99
Amalgamated Bank
New York
$53K -$1.59K -1,109 -5%
Legal & General Group
100
Legal & General Group
United Kingdom
$51.7K

DHC Hedge Fund Activity: Q2 2023 in Review

160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2023, worth a combined $402M — up 61% from $251M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of DHC and 24 opened new positions — a net loss of 10 holders — while 57 trimmed existing stakes and 35 added.

The largest buyer was Flat Footed LLC, adding an estimated $27.2M. The largest seller was Zimmer Partners, exiting entirely with an estimated $9.76M sold.

  • 160 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2023, down from 172 in Q1 2023.
  • Funds reported $402M of Diversified Healthcare Trust stock for Q2 2023, up 61% quarter-over-quarter.
  • 24 funds opened new Diversified Healthcare Trust positions in Q2 2023 and 34 closed out, a net change of -10 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2023 was Flat Footed LLC, an estimated $27.2M added.
  • The largest Diversified Healthcare Trust seller in Q2 2023 was Zimmer Partners, an estimated $9.76M sold.

Based on aggregated 13F filings for Q2 2023.