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DHC

Diversified Healthcare Trust

205 hedge funds and large institutions have $422M invested in Diversified Healthcare Trust in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 194205 (+11)

0.33% more ownership

Funds ownership: 74.83%75.16% (+0.33%)

20% less call options, than puts

Call options by funds: $2.09M | Put options by funds: $2.6M

44% less capital invested

Capital invested by funds: $760M → $422M (-$338M)

Holders
205
Holders Change
+11
Holders Change %
+5.67%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
35
Increased
64
Reduced
51
Closed
24
Calls
$2.09M
Puts
$2.6M
Net Calls
-$511K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
GCP
101
GSA Capital Partners
United Kingdom
$111K -$313K -106,456 -69%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$109K +$139K +47,184 New
PAS
103
Point72 Asia (Singapore)
Singapore
$103K +$75.4K +25,614 +133%
SO
104
STRS Ohio
Ohio
$98.4K
Zurich Cantonal Bank
105
Zurich Cantonal Bank
Switzerland
$96.4K
Creative Planning
106
Creative Planning
Kansas
$95.5K +$56.2K +19,100 +85%
SMDAM
107
Sumitomo Mitsui DS Asset Management
Japan
$92.8K
EGM
108
Engineers Gate Manager
New York
$86.7K +$22.9K +7,777 +26%
LPL Financial
109
LPL Financial
California
$82.4K +$6.44K +2,189 +7%
Ameriprise
110
Ameriprise
Minnesota
$82.1K -$460K -156,423 -81%
QT
111
Quantbot Technologies
New York
$78.6K +$39.4K +13,388 +64%
Pictet Asset Management
112
Pictet Asset Management
Switzerland
$78.5K +$57.6K +19,583 +134%
First Trust Advisors
113
First Trust Advisors
Illinois
$77.3K -$333 -113 -0.3%
VPIM
114
Vanguard Personalized Indexing Management
California
$76.8K +$6.64K +2,255 +7%
KK
115
KLP Kapitalforvaltning
Norway
$75.7K +$96.9K +32,900 New
GC
116
Gould Capital
Washington
$71.2K +$353 +120 +0.4%
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$65.4K +$83.7K +28,434 New
Verition Fund Management
118
Verition Fund Management
Connecticut
$63.9K -$33.7K -11,464 -29%
Victory Capital Management
119
Victory Capital Management
Texas
$61.5K -$1.76K -599 -2%
EI
120
Ethic Inc
New York
$59.5K -$4.25K -1,445 -5%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$58.3K -$6.75K -2,293 -8%
SAM
122
Smith Asset Management
Florida
$54.4K +$69.6K +23,643 New
MGP
123
Metis Global Partners
California
$54.3K
AIP
124
Ameritas Investment Partners
Nebraska
$54.2K
RL
125
RPO LLC
Connecticut
$54.2K +$69.3K +23,557 New

DHC Hedge Fund Activity: Q4 2024 in Review

205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2024, worth a combined $422M — down 44% from $760M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DHC positions and 24 closed out — a net gain of 11 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $11.8M. The largest seller was Charles Schwab, cutting an estimated $6.82M.

  • 205 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $422M of Diversified Healthcare Trust stock for Q4 2024, down 44% quarter-over-quarter.
  • 35 funds opened new Diversified Healthcare Trust positions in Q4 2024 and 24 closed out, a net change of +11 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $11.8M added.
  • The largest Diversified Healthcare Trust seller in Q4 2024 was Charles Schwab, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2024.