DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

297 hedge funds and large institutions have $3.53B invested in Diversified Healthcare Trust in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 95 increasing their positions, 122 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+3
Holders Change %
+1.02%
% of All Funds
8.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
95
Reduced
122
Closed
31
Calls
$1.66M
Puts
$2.94M
Net Calls
-$1.28M
Net Calls Change
-$3.28M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$236M
2
Goldman Sachs
Goldman Sachs
New York
$81.9M
3
Barclays
Barclays
United Kingdom
$26.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
$522M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$9.76M

Top Sellers

1
Daiwa Securities Group
Daiwa Securities Group
Japan
$49.2M
2
Cohen & Steers
Cohen & Steers
New York
$47.6M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$129M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$12.6M
5
Invesco
Invesco
Georgia
$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
176
WesBanco Bank
West Virginia
$626K -$27.8K -1,261 -4%
FAAS
177
First Allied Advisory Services
California
$612K +$188K +8,566 +44%
BA
178
BlackRock Advisors
Delaware
$611K +$38K +1,725 +7%
COPPSERS
179
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$587K -$6.43K -292 -1%
PG
180
PEAK6 Group
Illinois
$585K +$31.4K +1,423 +6%
FMT
181
First Mercantile Trust
Tennessee
$572K – – –
KT
182
Kanaly Trust
Texas
$568K +$568K +25,759 New
AIA
183
Arrow Investment Advisors
Maryland
$565K +$131K +5,852 +30%
NAM
184
NTV Asset Management
West Virginia
$548K – – –
Janney Montgomery Scott
185
Janney Montgomery Scott
Pennsylvania
$507K +$179K +8,144 +55%
WEC
186
Winslow Evans & Crocker
Massachusetts
$505K +$505K +22,922 New
GIM
187
Grassi Investment Management
California
$500K -$743K -33,686 -60%
AAM
188
Advisors Asset Management
Colorado
$499K -$184K -8,360 -27%
WAM
189
World Asset Management
Michigan
$497K -$55.2K -2,504 -10%
BA
190
Bard Associates
Illinois
$472K – – –
WA
191
WESPAC Advisors
California
$472K +$184K +8,375 +64%
IOOF
192
Independent Order of Foresters
Ontario, Canada
$470K – – –
PVH
193
Psagot Value Holdings
Israel
$460K -$157K -7,121 -25%
WS
194
Wedbush Securities
California
$459K -$1.54K -70 -0.3%
Schroder Investment Management Group
195
Schroder Investment Management Group
United Kingdom
$449K – – –
Chevy Chase Trust
196
Chevy Chase Trust
Maryland
$440K +$440K +19,978 New
HighTower Advisors
197
HighTower Advisors
Illinois
$439K -$1.02M -46,493 -70%
WFM
198
Wilmington Funds Management
Delaware
$425K – – –
JG
199
Jefferies Group
New York
$423K +$423K +19,201 New
TYCC
200
Texas Yale Capital Corp
Florida
$421K +$46.3K +2,104 +12%
6 7
8
9 10