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DHC

Diversified Healthcare Trust

177 hedge funds and large institutions have $352M invested in Diversified Healthcare Trust in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

16% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.46M

11% more funds holding

Funds holding: 160177 (+17)

0.76% more ownership

Funds ownership: 73.48%74.24% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

12% less capital invested

Capital invested by funds: $402M → $352M (-$50.2M)

Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
31
Increased
52
Reduced
57
Closed
12
Calls
$2.86M
Puts
$2.46M
Net Calls
+$398K
Net Calls Change
-$732K
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$161K
PMEF
77
Point72 Middle East FZE
United Arab Emirates
$159K +$208K +82,062 New
FTCM
78
Fir Tree Capital Management
New York
$157K +$205K +80,949 New
Verition Fund Management
79
Verition Fund Management
Connecticut
$152K +$199K +78,500 New
SM
80
Southport Management
Wyoming
$146K
Barclays
81
Barclays
United Kingdom
$140K +$62.9K +24,804 +52%
CIM
82
CIM Investment Management
Pennsylvania
$138K
Daiwa Securities Group
83
Daiwa Securities Group
Japan
$138K -$1.9K -750 -1%
Wells Fargo
84
Wells Fargo
California
$133K -$114K -44,926 -40%
HHRDM
85
H&H Retirement Design & Management
Nevada
$132K +$543 +214 +0.3%
MYAM
86
Meiji Yasuda Asset Management
Japan
$130K
Teacher Retirement System of Texas
87
Teacher Retirement System of Texas
Texas
$126K +$165K +64,912 New
AQR Capital Management
88
AQR Capital Management
Connecticut
$119K -$48.6K -19,180 -24%
UBS AM
89
UBS AM
Illinois
$112K +$146K +57,635 New
FCP
90
Fidelis Capital Partners
Florida
$107K +$4.06K +1,603 +3%
Commonwealth Equity Services
91
Commonwealth Equity Services
Massachusetts
$101K -$1.38M -542,527 -91%
Citigroup
92
Citigroup
New York
$97.5K -$130K -51,101 -50%
PDN
93
Pensionfund DSM Netherlands
Netherlands
$97K -$885K -349,100 -87%
SO
94
STRS Ohio
Ohio
$97K
ASRS
95
Arizona State Retirement System
Arizona
$92.7K +$121K +47,793 New
Belvedere Trading
96
Belvedere Trading
Illinois
$80.4K -$78.8K -31,070 -43%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$78K +$16.6K +6,529 +19%
M&T Bank
98
M&T Bank
New York
$69.9K +$849 +335 +0.9%
Principal Financial Group
99
Principal Financial Group
Iowa
$69.2K +$25.4K +10,033 +39%
GCP
100
GSA Capital Partners
United Kingdom
$65K -$955K -376,523 -92%

DHC Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2023, worth a combined $352M — down 12% from $402M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DHC positions and 12 closed out — a net gain of 19 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $20.8M. The largest seller was Vanguard Group, cutting an estimated $9.93M.

  • 177 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2023, up from 160 in Q2 2023.
  • Funds reported $352M of Diversified Healthcare Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 31 funds opened new Diversified Healthcare Trust positions in Q3 2023 and 12 closed out, a net change of +19 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2023 was Silver Point Capital, an estimated $20.8M added.
  • The largest Diversified Healthcare Trust seller in Q3 2023 was Vanguard Group, an estimated $9.93M sold.

Based on aggregated 13F filings for Q3 2023.