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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
Principal Financial Group
101
Principal Financial Group
Iowa
$36.7K +$7.87K +7,610 +39%
Victory Capital Management
102
Victory Capital Management
Texas
$36.3K -$26.4K -25,574 -49%
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$35.9K +$27.5K +26,556 New
Osaic Holdings
104
Osaic Holdings
Arizona
$33.2K +$4.95K +4,783 +24%
AB
105
Amalgamated Bank
New York
$33K -$5.7K -5,512 -18%
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$33K -$3.21K -3,110 -11%
BFG
107
Bleakley Financial Group
New Jersey
$32.6K +$25K +24,165 New
SS
108
Simplicity Solutions
Minnesota
$32.6K +$25K +24,165 New
EI
109
Ethic Inc
New York
$32.4K +$5.08K +4,911 +26%
SMDAM
110
Sumitomo Mitsui DS Asset Management
Japan
$32.2K
Legal & General Group
111
Legal & General Group
United Kingdom
$31K +$2.37K +2,288 +11%
CCM
112
Coldstream Capital Management
Washington
$30.3K -$795 -769 -3%
NEPWA
113
New England Private Wealth Advisors
Massachusetts
$27.5K
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$27.5K -$1.82K -1,764 -8%
AIP
115
Ameritas Investment Partners
Nebraska
$25.1K
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$24.5K -$236 -228 -1%
Creative Planning
117
Creative Planning
Kansas
$23.2K +$2.85K +2,760 +19%
Mackenzie Financial
118
Mackenzie Financial
Ontario, Canada
$21K
OBWG
119
Onyx Bridge Wealth Group
New York
$20.9K
HSBC Holdings
120
HSBC Holdings
United Kingdom
$20.9K -$34.3K -33,176 -68%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$20K -$41.5K -40,154 -73%
PCP
122
Proficio Capital Partners
Massachusetts
$19K -$703 -680 -5%
CB
123
Commerce Bank
Missouri
$18.6K -$78 -75 -0.5%
X
124
Xponance
Pennsylvania
$18.4K
LNWWM
125
Laird Norton Wetherby Wealth Management
California
$18.2K +$14K +13,517 New

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.