DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

160 hedge funds and large institutions have $402M invested in Diversified Healthcare Trust in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-12
Holders Change %
-6.98%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
24
Increased
35
Reduced
57
Closed
34
Calls
$2.34M
Puts
$1.21M
Net Calls
+$1.13M
Net Calls Change
+$1.09M

Top Buyers

1
FFL
1
Flat Footed LLC
Wyoming
$52.8M
2
H2CM
2
H/2 Credit Manager
Connecticut
$33.6M
3
SPC
3
Silver Point Capital
Connecticut
$8.91M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.41M
5
Charles Schwab
5
Charles Schwab
California
$42M

Top Sellers

1
NCM
1
Nantahala Capital Management
Connecticut
$890K
2
ZP
2
Zimmer Partners
New York
$0
3
SVP
3
Strategic Value Partners
Connecticut
$0
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$181K
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
126
Proficio Capital Partners
Massachusetts
$22.5K -$9.06K -4,027 -29%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$20.4K -$2.18K -967 -10%
CM
128
Caption Management
Oklahoma
$16.9K +$16.9K +7,500 New
HIA
129
Harbor Investment Advisory
Maryland
$15.8K – – –
GRP
130
Global Retirement Partners
California
$11.9K – – –
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$10.2K -$511K -227,103 -98%
TSWM
132
Tyler-Stone Wealth Management
Ohio
$10K +$10K +4,543 New
N
133
Natixis
France
$5.89K – – –
QCG
134
Quadrant Capital Group
Ohio
$4.6K -$6.27K -2,787 -58%
LC
135
Lindbrook Capital
California
$3.5K -$14.2K -6,299 -80%
US Bancorp
136
US Bancorp
Minnesota
$3.31K -$9.64K -4,286 -74%
CFGS
137
Concourse Financial Group Securities
Alabama
$2.93K – – –
OP
138
ORG Partners
Indiana
$2.7K +$2.7K +1,150 New
BWA
139
BDO Wealth Advisors
Florida
$2.36K – – –
NFSG
140
Newbridge Financial Services Group
Florida
$1.92K – – –
Amundi
141
Amundi
France
$1.88K -$2.44K -1,050 -56%
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
IA
143
IFP Advisors
Florida
$866 – – –
TC
144
Truvestments Capital
Florida
$675 – – –
SIS
145
Sound Income Strategies
Florida
$558 – – –
AIC
146
Archer Investment Corporation
Indiana
$486 +$486 +216 New
CT
147
Clearstead Trust
Maine
$397 – – –
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$293 +$68 +30 +30%
KFI
149
Key Financial Inc
Pennsylvania
$180 – – –
FBC
150
Fairfield, Bush & Co
Connecticut
$133 +$133 +59 New
4 5
6
7 8