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DHC

Diversified Healthcare Trust
DHC

177 hedge funds and large institutions have $352M invested in Diversified Healthcare Trust in 2023 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 57 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

16% more call options, than puts

Call options by funds: $2.86M | Put options by funds: $2.46M

11% more funds holding

Funds holding: 160 → 177 (+17)

0.76% more ownership

Funds ownership: 73.48% → 74.24% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

9% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 57

12% less capital invested

Capital invested by funds: $402M → $352M (-$50.2M)

Holders
177
Holders Change
+17
Holders Change %
+10.63%
% of All Funds
2.81%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
31
Increased
52
Reduced
57
Closed
12
Calls
$2.86M
Puts
$2.46M
Net Calls
+$398K
Net Calls Change
-$732K

Top Buyers

Rank Fund Capital Flow
1
SPC
Silver Point Capital
Connecticut
+$20.8M
2
Jane Street
Jane Street
New York
+$2.09M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$1.82M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.7M
5
BCM
Beryl Capital Management
California
+$1.38M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$9.93M
2
N
Nuveen
North Carolina
-$4.48M
3
Charles Schwab
Charles Schwab
California
-$3.65M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.17M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$2.04K +$2.67K +1,052 New
Comerica Bank
152
Comerica Bank
Texas
$1.99K +$2.59K +1,023 New
NFSG
153
Newbridge Financial Services Group
Florida
$1.65K – – –
CFGS
154
Concourse Financial Group Securities
Alabama
$1.55K -$1.27K -500 -38%
Amundi
155
Amundi
France
$1.52K – – –
SSA
156
Schonfeld Strategic Advisors
New York
$1.2K +$1.57K +619 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
HCM
158
Highlander Capital Management
New Jersey
$1K +$1.27K +500 New
TC
159
Truvestments Capital
Florida
$582 – – –
CT
160
Clearstead Trust
Maine
$570 – – –
SIS
161
Sound Income Strategies
Florida
$481 – – –
AIC
162
Archer Investment Corporation
Indiana
$419 – – –
HGERS
163
Householder Group Estate & Retirement Specialist
Arizona
$206 +$269 +106 New
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$194 -$76 -30 -23%
FCAS
165
First Command Advisory Services
Texas
$194 +$254 +100 New
HNB
166
Huntington National Bank
Ohio
$177 +$231 +91 New
KFI
167
Key Financial Inc
Pennsylvania
$155 – – –
GI
168
Gradient Investments
Minnesota
$97 – – –
UB
169
UMB Bank
Missouri
$58 – – –
EWA
170
EverSource Wealth Advisors
Alabama
$45 – – –
SPIA
171
Steward Partners Investment Advisory
New York
$39 – – –
LFG
172
Larson Financial Group
Missouri
$19 – – –
AssetMark Inc
173
AssetMark Inc
California
$16 – – –
BBHC
174
Brown Brothers Harriman & Co
New York
$15 – – –
NCM
175
Nantahala Capital Management
Connecticut
– -$890K -395,613 Closed
4 5 6
7
8

DHC Hedge Fund Activity: Q3 2023 in Review

177 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2023, worth a combined $352M — down 12% from $402M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new DHC positions and 12 closed out — a net gain of 19 holders — while 52 added to existing stakes and 57 trimmed.

The largest buyer was Silver Point Capital, adding an estimated $20.8M. The largest seller was Vanguard Group, cutting an estimated $9.93M.

  • 177 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2023, up from 160 in Q2 2023.
  • Funds reported $352M of Diversified Healthcare Trust stock for Q3 2023, down 12% quarter-over-quarter.
  • 31 funds opened new Diversified Healthcare Trust positions in Q3 2023 and 12 closed out, a net change of +19 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2023 was Silver Point Capital, an estimated $20.8M added.
  • The largest Diversified Healthcare Trust seller in Q3 2023 was Vanguard Group, an estimated $9.93M sold.

Based on aggregated 13F filings for Q3 2023.