We are live on ! Find out more
DHC

Diversified Healthcare Trust
DHC

236 hedge funds and large institutions have $611M invested in Diversified Healthcare Trust in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $543K | Put options by funds: $106K

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more funds holding

Funds holding: 224 → 236 (+12)

3.53% more ownership

Funds ownership: 78.55% → 82.08% (+3.5%)

5% less capital invested

Capital invested by funds: $641M → $611M (-$30.5M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
82
Closed
20
Calls
$543K
Puts
$106K
Net Calls
+$437K
Net Calls Change
+$219K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.28M
2
BlackRock
BlackRock
New York
+$6.57M
3
Morgan Stanley
Morgan Stanley
New York
+$3.79M
4
State Street
State Street
Massachusetts
+$3.22M
5
H2CM
H/2 Credit Manager
Connecticut
+$1.62M

Top Sellers

1
SIG
Senator Investment Group
New York
-$6.78M
2
RA
Royce & Associates
New York
-$4.53M
3
N
Nuveen
North Carolina
-$4.14M
4
PPA
Parametric Portfolio Associates
Washington
-$2.32M
5
CIM
Centersquare Investment Management
Pennsylvania
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
151
Gould Capital
Washington
$68K +$71.4K +22,083 New
AIP
152
Ameritas Investment Partners
Nebraska
$58K – – –
FIA
153
FNY Investment Advisers
New York
$58K +$61.4K +19,000 New
VanEck Associates
154
VanEck Associates
New York
$57K +$23.9K +7,405 +67%
Cetera Investment Advisers
155
Cetera Investment Advisers
Illinois
$56K -$113 -35 -0.2%
PFO
156
Pathstone Family Office
New Jersey
$56K – – –
Creative Planning
157
Creative Planning
Kansas
$55K +$3.23K +1,000 +6%
SCM
158
Shelton Capital Management
Colorado
$49K – – –
MM
159
MQS Management
New York
$49K +$51.2K +15,835 New
GCM
160
Graham Capital Management
Connecticut
$49K +$51.9K +16,068 New
SEI Investments
161
SEI Investments
Pennsylvania
$47K +$12.7K +3,925 +7%
LPL Financial
162
LPL Financial
California
$46K -$3.44K -1,066 -7%
CIM
163
CIM Investment Management
Pennsylvania
$46K – – –
M&T Bank
164
M&T Bank
New York
$46K +$47.3K +14,650 New
Jane Street
165
Jane Street
New York
$44K -$226K -70,020 -83%
OBWG
166
Onyx Bridge Wealth Group
New York
$44K -$1.86K -575 -4%
CA
167
Cetera Advisors
Colorado
$41K -$13.8K -4,273 -25%
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$40K -$3.25K -1,006 -7%
E
169
Ergoteles
New York
$38K -$11.5K -3,564 -22%
DI
170
Diligent Investors
California
$38K -$1.19K -368 -3%
X
171
Xponance
Pennsylvania
$35K +$262 +81 +0.7%
DLG
172
Daniel L. Goodwin
$33K -$173K -53,500 -83%
Cambridge Investment Research Advisors
173
Cambridge Investment Research Advisors
Iowa
$32K -$60.4K -18,683 -65%
Wolverine Trading
174
Wolverine Trading
Illinois
$32K +$35.2K +10,894 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$31K -$17.4K -5,397 -35%
5 6
7
8 9

DHC Hedge Fund Activity: Q4 2021 in Review

236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2021, worth a combined $611M — down 4.8% from $641M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DHC positions and 20 closed out — a net gain of 14 holders — while 65 added to existing stakes and 82 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.28M. The largest seller was Senator Investment Group, exiting entirely with an estimated $6.78M sold.

  • 236 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2021, up from 224 in Q3 2021.
  • Funds reported $611M of Diversified Healthcare Trust stock for Q4 2021, down 4.8% quarter-over-quarter.
  • 34 funds opened new Diversified Healthcare Trust positions in Q4 2021 and 20 closed out, a net change of +14 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2021 was Vanguard Group, an estimated $7.28M added.
  • The largest Diversified Healthcare Trust seller in Q4 2021 was Senator Investment Group, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2021.