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DHC

Diversified Healthcare Trust

239 hedge funds and large institutions have $635M invested in Diversified Healthcare Trust in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $328K | Put options by funds: $165K

40% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 60

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more funds holding

Funds holding: 236239 (+3)

4% more capital invested

Capital invested by funds: $611M → $635M (+$24.8M)

0.36% more ownership

Funds ownership: 82.08%82.44% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
84
Reduced
60
Closed
26
Calls
$328K
Puts
$165K
Net Calls
+$163K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
151
Sumitomo Mitsui DS Asset Management
Japan
$76K
GC
152
Gould Capital
Washington
$71K +$211 +69 +0.3%
CCM
153
Coldstream Capital Management
Washington
$69K -$19.5K -6,388 -23%
VanEck Associates
154
VanEck Associates
New York
$68K +$8.5K +2,784 +15%
FTDI
155
First Trust Direct Indexing
Massachusetts
$68K +$64.8K +21,230 New
Jane Street
156
Jane Street
New York
$66K +$19.7K +6,441 +45%
AP
157
Advisor Partners
California
$66K +$62.8K +20,566 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$61K +$27.9K +9,124 +92%
EVM
159
Eaton Vance Management
Massachusetts
$61K +$36.4K +11,932 +166%
AIP
160
Ameritas Investment Partners
Nebraska
$60K
Cetera Investment Advisers
161
Cetera Investment Advisers
Illinois
$58K
Wolverine Trading
162
Wolverine Trading
Illinois
$56K +$20.4K +6,664 +61%
Creative Planning
163
Creative Planning
Kansas
$54K -$3K -982 -5%
LPL Financial
164
LPL Financial
California
$51K +$3.05K +999 +7%
SCM
165
Shelton Capital Management
Colorado
$50K
Royal Bank of Canada
166
Royal Bank of Canada
Ontario, Canada
$49K -$62.8K -20,572 -57%
M&T Bank
167
M&T Bank
New York
$48K +$1.37K +450 +3%
Mackenzie Financial
168
Mackenzie Financial
Ontario, Canada
$43K +$1.21K +396 +3%
CIM
169
CIM Investment Management
Pennsylvania
$42K -$4.69K -1,536 -10%
CA
170
Cetera Advisors
Colorado
$42K
DI
171
Diligent Investors
California
$40K +$9 +3 +0%
SM
172
Sciencast Management
New Jersey
$37K +$38.6K +12,636 New
X
173
Xponance
Pennsylvania
$36K +$238 +78 +0.7%
TSS
174
Two Sigma Securities
New York
$35K +$33.8K +11,062 New
DLG
175
Daniel L. Goodwin
$34K

DHC Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2022, worth a combined $635M — up 4.1% from $611M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DHC positions and 26 closed out — a net gain of 4 holders — while 84 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $5.23M. The largest seller was Centersquare Investment Management, cutting an estimated $7.89M.

  • 239 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2022, up from 236 in Q4 2021.
  • Funds reported $635M of Diversified Healthcare Trust stock for Q1 2022, up 4.1% quarter-over-quarter.
  • 30 funds opened new Diversified Healthcare Trust positions in Q1 2022 and 26 closed out, a net change of +4 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2022 was State Street, an estimated $5.23M added.
  • The largest Diversified Healthcare Trust seller in Q1 2022 was Centersquare Investment Management, an estimated $7.89M sold.

Based on aggregated 13F filings for Q1 2022.