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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
SOW
101
State of Wyoming
Wyoming
$197K +$159K +47,109 New
IIM
102
INTECH Investment Management
Florida
$187K +$150K +44,552 New
FCP
103
Fidelis Capital Partners
Florida
$186K +$1.2K +357 +0.6%
SO
104
STRS Ohio
Ohio
$179K
Squarepoint
105
Squarepoint
New York
$178K -$323K -95,732 -69%
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$176K
ProShare Advisors
107
ProShare Advisors
Maryland
$173K +$31.2K +9,253 +29%
SMDAM
108
Sumitomo Mitsui DS Asset Management
Japan
$169K +$55.4K +16,456 +69%
Verition Fund Management
109
Verition Fund Management
Connecticut
$165K -$86.4K -25,650 -40%
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
$149K +$49.9K +14,796 +71%
First Trust Advisors
111
First Trust Advisors
Illinois
$141K +$33.1K +9,827 +41%
LPL Financial
112
LPL Financial
California
$141K -$18K -5,331 -14%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$135K +$69.1K +20,502 +176%
VPIM
114
Vanguard Personalized Indexing Management
California
$131K -$8.74K -2,595 -8%
GC
115
Gould Capital
Washington
$129K -$3.04K -902 -3%
EGM
116
Engineers Gate Manager
New York
$125K -$32.4K -9,619 -24%
NYLIM
117
New York Life Investment Management
New York
$118K -$110K -32,768 -54%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$117K +$2.33K +691 +3%
Victory Capital Management
119
Victory Capital Management
Texas
$115K -$1.57K -466 -2%
Royal Bank of Canada
120
Royal Bank of Canada
Ontario, Canada
$104K +$5.88K +1,744 +8%
MGP
121
Metis Global Partners
California
$98.9K +$22.2K +6,603 +39%
AIP
122
Ameritas Investment Partners
Nebraska
$98.8K
SEI Investments
123
SEI Investments
Pennsylvania
$94.4K -$155 -46 -0.2%
Public Employees Retirement Association of Colorado
124
Public Employees Retirement Association of Colorado
Colorado
$94K
Creative Planning
125
Creative Planning
Kansas
$93.9K +$9.32K +2,767 +14%

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.