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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
ProShare Advisors
101
ProShare Advisors
Maryland
$97.7K -$27.7K -10,930 -25%
GC
102
Gould Capital
Washington
$96.8K +$338 +133 +0.4%
ECM
103
ExodusPoint Capital Management
New York
$91K -$240K -94,446 -76%
Victory Capital Management
104
Victory Capital Management
Texas
$84.8K -$1.5K -592 -2%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$80.9K +$624 +246 +0.9%
EI
106
Ethic Inc
New York
$80.6K -$2.22K -874 -3%
XT
107
XTX Topco
Cayman Islands
$73.6K +$61.3K +24,142 New
First Trust Advisors
108
First Trust Advisors
Illinois
$72.9K -$2.04K -805 -3%
SMDAM
109
Sumitomo Mitsui DS Asset Management
Japan
$72.8K
AIP
110
Ameritas Investment Partners
Nebraska
$71.9K
Royal Bank of Canada
111
Royal Bank of Canada
Ontario, Canada
$70K +$35.5K +13,996 +154%
BFG
112
Bleakley Financial Group
New Jersey
$69.5K +$447 +176 +0.8%
SW
113
Simplicity Wealth
New Jersey
$69.5K +$447 +176 +0.8%
SEI Investments
114
SEI Investments
Pennsylvania
$68.8K -$3.6K -1,419 -6%
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$68K
M&T Bank
116
M&T Bank
New York
$67.2K -$738 -291 -1%
CAM
117
Cresset Asset Management
Illinois
$65.9K +$54.8K +21,600 New
Principal Financial Group
118
Principal Financial Group
Iowa
$65.3K -$15.4K -6,064 -22%
Mackenzie Financial
119
Mackenzie Financial
Ontario, Canada
$63.2K -$20.2K -7,970 -28%
NEPWA
120
New England Private Wealth Advisors
Massachusetts
$62.2K +$51.8K +20,395 New
Point72 Asset Management
121
Point72 Asset Management
Connecticut
$61.6K
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$61K -$535 -211 -1%
PS
123
Pensionfund Sabic
Netherlands
$61K
Creative Planning
124
Creative Planning
Kansas
$59.9K +$3.09K +1,217 +7%
AFG
125
Atomi Financial Group
New York
$57.4K

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.