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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
VCP
126
Verus Capital Partners
Arizona
$18.1K
CA
127
Cetera Advisors
Colorado
$17.9K -$1 -1 -0%
EI
128
Ellevest Inc
New York
$17.4K +$4.58K +4,425 +52%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$15.5K +$11.9K +11,516 New
NB
130
Norinchukin Bank
Japan
$15.4K +$11.8K +11,416 New
SSA
131
Schonfeld Strategic Advisors
New York
$14.3K -$93.3K -90,242 -89%
QCM
132
Quantinno Capital Management
New York
$14K -$4.04K -3,909 -27%
Fidelity Investments
133
Fidelity Investments
Massachusetts
$13.6K -$4.61K -4,458 -31%
LC
134
Lindbrook Capital
California
$10.6K +$8.12K +7,854 New
HIA
135
Harbor Investment Advisory
Maryland
$9.45K
Simplex Trading
136
Simplex Trading
Illinois
$8K +$2.84K +2,749 +75%
US Bancorp
137
US Bancorp
Minnesota
$7.77K +$5.95K +5,757 New
QCG
138
Quadrant Capital Group
Ohio
$6.52K +$3.73K +3,606 +295%
BAM
139
Belpointe Asset Management
Nevada
$5.68K -$517 -500 -11%
GRP
140
Global Retirement Partners
California
$4.39K +$4.9K +4,740 +862%
Federated Hermes
141
Federated Hermes
Pennsylvania
$4.28K -$3.35K -3,240 -51%
N
142
Natixis
France
$3.53K
IA
143
IFP Advisors
Florida
$3.17K -$102 -99 -20%
Amundi
144
Amundi
France
$2.27K
CFGS
145
Concourse Financial Group Securities
Alabama
$1.75K
CFB
146
Cullen/Frost Bankers
Texas
$1.69K
BWA
147
BDO Wealth Advisors
Florida
$1.42K
NFSG
148
Newbridge Financial Services Group
Florida
$1.15K
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$1.07K +$543K +525,277 +197%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$1K

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.