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DHC

Diversified Healthcare Trust

179 hedge funds and large institutions have $692M invested in Diversified Healthcare Trust in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $352M → $692M (+$340M)

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

2.14% more ownership

Funds ownership: 74.24%76.38% (+2.1%)

1% more funds holding

Funds holding: 177179 (+2)

8% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 24

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

78% less call options, than puts

Call options by funds: $2.31M | Put options by funds: $10.5M

Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
2.61%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
26
Increased
57
Reduced
57
Closed
24
Calls
$2.31M
Puts
$10.5M
Net Calls
-$8.21M
Net Calls Change
-$8.61M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
101
Values First Advisors
Tennessee
$122K -$1.18M -502,349 -94%
GC
102
Gould Capital
Washington
$118K +$343 +146 +0.5%
VPIM
103
Vanguard Personalized Indexing Management
California
$116K +$4.39K +1,869 +6%
Teacher Retirement System of Texas
104
Teacher Retirement System of Texas
Texas
$114K -$81K -34,443 -53%
Principal Financial Group
105
Principal Financial Group
Iowa
$113K -$13K -5,546 -16%
Victory Capital Management
106
Victory Capital Management
Texas
$109K +$12.6K +5,379 +23%
EI
107
Ethic Inc
New York
$99.8K +$10.4K +4,410 +20%
Verition Fund Management
108
Verition Fund Management
Connecticut
$93.5K -$126K -53,500 -68%
First Trust Advisors
109
First Trust Advisors
Illinois
$92.5K -$4.03K -1,712 -6%
SMDAM
110
Sumitomo Mitsui DS Asset Management
Japan
$89.3K
BFG
111
Bleakley Financial Group
New Jersey
$89.2K -$118 -50 -0.2%
SS
112
Simplicity Solutions
Minnesota
$89.2K -$118 -50 -0.2%
AIP
113
Ameritas Investment Partners
Nebraska
$88.2K
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$84K
AB
115
Amalgamated Bank
New York
$78K -$5.72K -2,431 -10%
PS
116
Pensionfund Sabic
Netherlands
$75K
Commonwealth Equity Services
117
Commonwealth Equity Services
Massachusetts
$74K -$75.9K -32,268 -62%
SEI Investments
118
SEI Investments
Pennsylvania
$73.4K +$108 +46 +0.2%
OPA
119
Old Port Advisors
Maine
$69.7K -$16K -6,806 -27%
Creative Planning
120
Creative Planning
Kansas
$69.5K +$7.52K +3,199 +21%
OBWG
121
Onyx Bridge Wealth Group
New York
$68.9K -$176 -75 -0.4%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$64.5K -$5.5K -2,339 -12%
CCM
123
Coldstream Capital Management
Washington
$64.3K -$3.75K -1,594 -8%
Osaic Holdings
124
Osaic Holdings
Arizona
$59.2K -$17.2K -7,335 -32%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$59K -$1.21M -515,518 -97%

DHC Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2023, worth a combined $692M — up 96% from $352M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DHC positions and 24 closed out — a net gain of 2 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Bank of America, adding an estimated $14.4M. The largest seller was Charles Schwab, cutting an estimated $6.73M.

  • 179 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2023, up from 177 in Q3 2023.
  • Funds reported $692M of Diversified Healthcare Trust stock for Q4 2023, up 96% quarter-over-quarter.
  • 26 funds opened new Diversified Healthcare Trust positions in Q4 2023 and 24 closed out, a net change of +2 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2023 was Bank of America, an estimated $14.4M added.
  • The largest Diversified Healthcare Trust seller in Q4 2023 was Charles Schwab, an estimated $6.73M sold.

Based on aggregated 13F filings for Q4 2023.