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DHC

Diversified Healthcare Trust

194 hedge funds and large institutions have $760M invested in Diversified Healthcare Trust in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $548M → $760M (+$212M)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2% more funds holding

Funds holding: 191194 (+3)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

0.83% more ownership

Funds ownership: 74%74.83% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16% less call options, than puts

Call options by funds: $3.98M | Put options by funds: $4.72M

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
59
Reduced
56
Closed
23
Calls
$3.98M
Puts
$4.72M
Net Calls
-$737K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
76
Black Maple Capital Management
Wisconsin
$438K
SOADOR
77
State of Alaska Department of Revenue
Alaska
$433K -$3.26K -968 -0.9%
OAC
78
OMERS Administration Corp
Ontario, Canada
$419K
II
79
Inspire Investing
Idaho
$411K +$330K +98,012 New
Franklin Resources
80
Franklin Resources
California
$398K
Manulife (Manufacturers Life Insurance)
81
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$345K -$6.94K -2,061 -2%
FG
82
Formula Growth
Quebec, Canada
$344K +$276K +82,000 New
PHS
83
Pekin Hardy Strauss
Illinois
$341K +$275K +81,500 New
AQR Capital Management
84
AQR Capital Management
Connecticut
$332K -$293K -86,921 -52%
RAM
85
Resona Asset Management
Japan
$323K -$26.7K -7,921 -9%
SG Americas Securities
86
SG Americas Securities
New York
$315K +$114K +33,942 +82%
SM
87
Southport Management
Wyoming
$314K
CCM
88
Corsair Capital Management
New York
$314K +$253K +75,000 New
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$312K
Daiwa Securities Group
90
Daiwa Securities Group
Japan
$294K +$7.14K +2,118 +3%
Nisa Investment Advisors
91
Nisa Investment Advisors
Missouri
$276K -$43.3K -12,843 -16%
SPA
92
Sherbrooke Park Advisers
New York
$269K +$216K +64,170 New
HHRDM
93
H&H Retirement Design & Management
Nevada
$252K
CIM
94
CIM Investment Management
Pennsylvania
$241K
Fidelity Investments
95
Fidelity Investments
Massachusetts
$239K +$3.44K +1,020 +2%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$223K -$100K -29,700 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
97
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$212K
PDN
98
Pensionfund DSM Netherlands
Netherlands
$210K
CSS
99
Cubist Systematic Strategies
Connecticut
$204K +$164K +48,697 New
ASRS
100
Arizona State Retirement System
Arizona
$203K +$4.68K +1,389 +3%

DHC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2024, worth a combined $760M — up 39% from $548M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DHC positions and 23 closed out — a net gain of 3 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $4.54M. The largest seller was Charles Schwab, cutting an estimated $7.68M.

  • 194 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $760M of Diversified Healthcare Trust stock for Q3 2024, up 39% quarter-over-quarter.
  • 26 funds opened new Diversified Healthcare Trust positions in Q3 2024 and 23 closed out, a net change of +3 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2024 was Nomura Holdings, an estimated $4.54M added.
  • The largest Diversified Healthcare Trust seller in Q3 2024 was Charles Schwab, an estimated $7.68M sold.

Based on aggregated 13F filings for Q3 2024.