Diversified Healthcare Trust
319 hedge funds and large institutions have $3.14B invested in Diversified Healthcare Trust in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 123 increasing their positions, 105 reducing their positions, and 38 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
18% more capital invested
Capital invested by funds: $2.68B → $3.14B (+$469M)
17% more repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 105
11% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 38
1% more funds holding
Funds holding: 317 → 319 (+2)
1.16% less ownership
Funds ownership: 76.1% → 74.94% (-1.2%)
19% less call options, than puts
Call options by funds: $4.31M | Put options by funds: $5.32M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$73M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$51.1M |
| 3 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$21.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.6M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$56.6M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$50.3M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$40.4M |
| 4 |
JP Morgan Chase
New York
|
-$33.9M |
| 5 |
SP
Sarasin & Partners
London,
United Kingdom
|
-$28.3M |
DHC Hedge Fund Activity: Q1 2016 in Review
319 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2016, worth a combined $3.14B — up 18% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new DHC positions and 38 closed out — a net gain of 4 holders — while 123 added to existing stakes and 105 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $73M. The largest seller was Bank of New York Mellon, cutting an estimated $56.6M.
- 319 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2016, up from 317 in Q4 2015.
- Funds reported $3.14B of Diversified Healthcare Trust stock for Q1 2016, up 18% quarter-over-quarter.
- 42 funds opened new Diversified Healthcare Trust positions in Q1 2016 and 38 closed out, a net change of +4 holders.
- The largest Diversified Healthcare Trust buyer in Q1 2016 was Deutsche Bank, an estimated $73M added.
- The largest Diversified Healthcare Trust seller in Q1 2016 was Bank of New York Mellon, an estimated $56.6M sold.
Based on aggregated 13F filings for Q1 2016.