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DHC

Diversified Healthcare Trust

191 hedge funds and large institutions have $548M invested in Diversified Healthcare Trust in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $451M → $548M (+$97.2M)

3% more funds holding

Funds holding: 186191 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.29% less ownership

Funds ownership: 75.28%74% (-1.3%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

23% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.42M

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
55
Reduced
69
Closed
18
Calls
$1.85M
Puts
$2.42M
Net Calls
-$564K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
151
Tyler-Stone Wealth Management
Ohio
$14.1K +$25 +10 +0.2%
CA
152
CoreCap Advisors
Michigan
$10.6K
QCG
153
Quadrant Capital Group
Ohio
$9.3K
GI
154
GAMMA Investing
California
$8.13K
N
155
Natixis
France
$7.99K
Allspring Global Investments
156
Allspring Global Investments
North Carolina
$6.72K -$33.2K -13,096 -86%
Comerica Bank
157
Comerica Bank
Texas
$4.92K +$1.5K +590 +58%
LC
158
Lindbrook Capital
California
$2.77K -$858 -338 -27%
Macquarie Group
159
Macquarie Group
Australia
$2.74K +$2.29K +901 New
VAG
160
VisionPoint Advisory Group
Texas
$2.6K +$2.16K +851 New
OP
161
ORG Partners
Indiana
$2.56K +$2.16K +850 New
S
162
SignatureFD
Georgia
$2.5K
CFGS
163
Concourse Financial Group Securities
Alabama
$2.44K
Jones Financial Companies
164
Jones Financial Companies
Missouri
$2.13K +$1.78K +700 New
AAP
165
Arax Advisory Partners
Colorado
$1.76K +$1.47K +578 New
PA
166
Parallel Advisors
California
$1.53K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$1K +$165 +65 +15%
CT
168
Clearstead Trust
Maine
$897
CP
169
Castleview Partners
Texas
$784 +$652 +257 New
QL
170
Quarry LP
New York
$756 +$629 +248 New
SIS
171
Sound Income Strategies
Florida
$746 -$8 -3 -1%
GEA
172
Glen Eagle Advisors
New Jersey
$610 +$508 +200 New
Federated Hermes
173
Federated Hermes
Pennsylvania
$601 +$497 +196 +19,600%
RIL
174
Rothschild Investment LLC
Illinois
$473 +$266 +105 +210%
NFSG
175
Newbridge Financial Services Group
Florida
$464 -$1.77K -699 -82%

DHC Hedge Fund Activity: Q2 2024 in Review

191 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2024, worth a combined $548M — up 22% from $451M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DHC positions and 18 closed out — a net gain of 7 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was BlackBarn Capital Partners, adding an estimated $5.71M. The largest seller was Charles Schwab, cutting an estimated $5.41M.

  • 191 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2024, up from 186 in Q1 2024.
  • Funds reported $548M of Diversified Healthcare Trust stock for Q2 2024, up 22% quarter-over-quarter.
  • 25 funds opened new Diversified Healthcare Trust positions in Q2 2024 and 18 closed out, a net change of +7 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2024 was BlackBarn Capital Partners, an estimated $5.71M added.
  • The largest Diversified Healthcare Trust seller in Q2 2024 was Charles Schwab, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2024.