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DHC

Diversified Healthcare Trust

205 hedge funds and large institutions have $422M invested in Diversified Healthcare Trust in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 194205 (+11)

0.33% more ownership

Funds ownership: 74.83%75.16% (+0.33%)

20% less call options, than puts

Call options by funds: $2.09M | Put options by funds: $2.6M

44% less capital invested

Capital invested by funds: $760M → $422M (-$338M)

Holders
205
Holders Change
+11
Holders Change %
+5.67%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
35
Increased
64
Reduced
51
Closed
24
Calls
$2.09M
Puts
$2.6M
Net Calls
-$511K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
AB
151
Amalgamated Bank
New York
$19K
TRCT
152
Tower Research Capital (TRC)
New York
$17.9K +$9.07K +3,081 +66%
HIA
153
Harbor Investment Advisory
Maryland
$16.1K
SCM
154
Sterling Capital Management
North Carolina
$16.1K +$18.3K +6,211 +791%
GRP
155
Global Retirement Partners
California
$12.2K -$6.83K -2,320 -30%
Osaic Holdings
156
Osaic Holdings
Arizona
$11.5K +$598 +203 +4%
BIG
157
Brooklyn Investment Group
New York
$10.5K +$13.5K +4,586 New
Mirae Asset Global Investments
158
Mirae Asset Global Investments
South Korea
$10.2K -$5.41K -1,839 -28%
S
159
SignatureFD
Georgia
$7.36K +$4.17K +1,416 +79%
QCG
160
Quadrant Capital Group
Ohio
$7.01K -$580 -197 -6%
GFM
161
GF Fund Management
China
$6.98K +$8.94K +3,036 New
US Bancorp
162
US Bancorp
Minnesota
$6.38K -$3.4K -1,155 -29%
GI
163
GAMMA Investing
California
$6.13K
HCA
164
Harbor Capital Advisors
Illinois
$5K -$8.15K -2,769 -56%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.95K +1,682 +485%
LFG
166
Larson Financial Group
Missouri
$4.67K
GWSG
167
GPS Wealth Strategies Group
Colorado
$2.63K +$3.37K +1,144 New
Comerica Bank
168
Comerica Bank
Texas
$2.35K
LC
169
Lindbrook Capital
California
$2.09K -$2.3K -782 -46%
OP
170
ORG Partners
Indiana
$1.96K
CFGS
171
Concourse Financial Group Securities
Alabama
$1.66K
Jones Financial Companies
172
Jones Financial Companies
Missouri
$1.61K
AAP
173
Arax Advisory Partners
Colorado
$1.33K
PA
174
Parallel Advisors
California
$1.15K
MCM
175
MAI Capital Management
Ohio
$1.15K +$1.47K +500 New

DHC Hedge Fund Activity: Q4 2024 in Review

205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2024, worth a combined $422M — down 44% from $760M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DHC positions and 24 closed out — a net gain of 11 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $11.8M. The largest seller was Charles Schwab, cutting an estimated $6.82M.

  • 205 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $422M of Diversified Healthcare Trust stock for Q4 2024, down 44% quarter-over-quarter.
  • 35 funds opened new Diversified Healthcare Trust positions in Q4 2024 and 24 closed out, a net change of +11 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $11.8M added.
  • The largest Diversified Healthcare Trust seller in Q4 2024 was Charles Schwab, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2024.