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DHC

Diversified Healthcare Trust

191 hedge funds and large institutions have $548M invested in Diversified Healthcare Trust in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $451M → $548M (+$97.2M)

3% more funds holding

Funds holding: 186191 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.29% less ownership

Funds ownership: 75.28%74% (-1.3%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

23% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.42M

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
55
Reduced
69
Closed
18
Calls
$1.85M
Puts
$2.42M
Net Calls
-$564K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
76
Russell Investments Group
United Kingdom
$245K +$25.5K +10,060 +14%
Barclays
77
Barclays
United Kingdom
$241K -$309K -121,686 -61%
Nisa Investment Advisors
78
Nisa Investment Advisors
Missouri
$240K +$705 +278 +0.4%
Citigroup
79
Citigroup
New York
$237K +$19.4K +7,626 +11%
SM
80
Southport Management
Wyoming
$229K
Janus Henderson Group
81
Janus Henderson Group
United Kingdom
$227K +$189K +74,600 New
HHRDM
82
H&H Retirement Design & Management
Nevada
$225K
Daiwa Securities Group
83
Daiwa Securities Group
Japan
$208K -$1.02K -401 -0.6%
Verition Fund Management
84
Verition Fund Management
Connecticut
$198K -$15.4K -6,085 -9%
NYLIM
85
New York Life Investment Management
New York
$186K +$66.9K +26,377 +76%
CIM
86
CIM Investment Management
Pennsylvania
$175K -$34.9K -13,766 -19%
Fidelity Investments
87
Fidelity Investments
Massachusetts
$171K -$320 -126 -0.2%
FCP
88
Fidelis Capital Partners
Florida
$168K +$63 +25 +0%
Grantham, Mayo, Van Otterloo & Co (GMO)
89
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$154K -$15K -5,907 -10%
PDN
90
Pensionfund DSM Netherlands
Netherlands
$153K
ASRS
91
Arizona State Retirement System
Arizona
$144K +$2.17K +857 +2%
PAS
92
Point72 Asia (Singapore)
Singapore
$142K -$73.7K -29,026 -38%
SO
93
STRS Ohio
Ohio
$131K
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$128K
SG Americas Securities
95
SG Americas Securities
New York
$126K -$110K -43,206 -51%
TRCT
96
Tower Research Capital (TRC)
New York
$125K +$97.1K +38,273 +1,353%
EGM
97
Engineers Gate Manager
New York
$121K +$868 +342 +0.9%
LPL Financial
98
LPL Financial
California
$119K +$98.9K +38,978 New
VPIM
99
Vanguard Personalized Indexing Management
California
$103K +$4.54K +1,789 +6%
QT
100
Quantbot Technologies
New York
$99.2K -$70K -27,604 -46%

DHC Hedge Fund Activity: Q2 2024 in Review

191 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2024, worth a combined $548M — up 22% from $451M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DHC positions and 18 closed out — a net gain of 7 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was BlackBarn Capital Partners, adding an estimated $5.71M. The largest seller was Charles Schwab, cutting an estimated $5.41M.

  • 191 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2024, up from 186 in Q1 2024.
  • Funds reported $548M of Diversified Healthcare Trust stock for Q2 2024, up 22% quarter-over-quarter.
  • 25 funds opened new Diversified Healthcare Trust positions in Q2 2024 and 18 closed out, a net change of +7 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2024 was BlackBarn Capital Partners, an estimated $5.71M added.
  • The largest Diversified Healthcare Trust seller in Q2 2024 was Charles Schwab, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2024.