DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

297 hedge funds and large institutions have $3.53B invested in Diversified Healthcare Trust in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
8.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
95
Reduced
122
Closed
31
Calls
$1.66M
Puts
$2.94M
Net Calls
-$1.28M
Net Calls Change
-$3.28M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$236M
2
Goldman Sachs
2
Goldman Sachs
New York
$81.9M
3
Barclays
3
Barclays
United Kingdom
$26.5M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$522M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$9.76M

Top Sellers

1
Daiwa Securities Group
1
Daiwa Securities Group
Japan
$49.2M
2
Cohen & Steers
2
Cohen & Steers
New York
$47.6M
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$12.6M
5
Invesco
5
Invesco
Georgia
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
151
KMS Financial Services
Washington
$1.01M +$36K +1,634 +4%
FM
152
Forward Management
California
$984K – – –
TRSOTSOK
153
Teachers Retirement System of the State of Kentucky
Kentucky
$981K -$82.3K -3,733 -8%
Truist Financial
154
Truist Financial
North Carolina
$963K +$151K +6,863 +19%
Calamos Advisors
155
Calamos Advisors
Illinois
$961K -$66.8K -3,032 -6%
FB
156
Fulton Bank
Pennsylvania
$940K -$306K -13,895 -25%
PA
157
Profund Advisors
Maryland
$921K -$24.8K -1,125 -3%
LMGAM
158
Liberty Mutual Group Asset Management
Massachusetts
$908K -$397K -18,014 -30%
State of Tennessee, Department of Treasury
159
State of Tennessee, Department of Treasury
Tennessee
$889K -$2.44M -110,990 -73%
BG
160
Bollard Group
Massachusetts
$866K +$12.2K +552 +1%
BA
161
Bennicas & Associates
California
$854K +$854K +38,746 New
CWM
162
Calamos Wealth Management
Illinois
$828K +$44.1K +2,002 +6%
KBC Group
163
KBC Group
Belgium
$819K -$33K -1,499 -4%
N
164
Natixis
France
$808K +$251K +11,396 +45%
URS
165
Utah Retirement Systems
Utah
$743K – – –
MAM
166
Mizuho Asset Management
Japan
$740K -$196K -8,894 -21%
ICAS
167
Investors Capital Advisory Services
Massachusetts
$732K +$26.7K +1,214 +4%
LPL Financial
168
LPL Financial
California
$713K -$24.6K -1,118 -3%
Capital Fund Management (CFM)
169
Capital Fund Management (CFM)
France
$682K +$682K +30,969 New
AFG
170
Albion Financial Group
Utah
$675K -$150K -6,806 -18%
EVM
171
Eaton Vance Management
Massachusetts
$665K +$386K +17,502 +138%
AIP
172
Ameritas Investment Partners
Nebraska
$663K – – –
VKH
173
Virtu KCG Holdings
New York
$654K +$359K +16,300 +122%
LSV Asset Management
174
LSV Asset Management
Illinois
$635K – – –
US Bancorp
175
US Bancorp
Minnesota
$628K +$120K +5,447 +24%
5 6
7
8 9