Diversified Healthcare Trust
317 hedge funds and large institutions have $2.68B invested in Diversified Healthcare Trust in 2015 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 111 increasing their positions, 159 reducing their positions, and 32 closing their positions.
28% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 32
2% more funds holding
Funds holding: 312 → 317 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3.46% less ownership
Funds ownership: 79.56% → 76.1% (-3.5%)
12% less capital invested
Capital invested by funds: $3.03B → $2.68B (-$350M)
30% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 159
78% less call options, than puts
Call options by funds: $498K | Put options by funds: $2.22M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$64.1M |
| 2 |
JP Morgan Chase
New York
|
+$42.1M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$33.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$13.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$145M |
| 2 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$140M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$41.1M |
| 4 |
Morgan Stanley
New York
|
-$20.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$7.54M |
DHC Hedge Fund Activity: Q4 2015 in Review
317 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2015, worth a combined $2.68B — down 12% from $3.03B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new DHC positions and 32 closed out — a net gain of 9 holders — while 111 added to existing stakes and 159 trimmed.
The largest buyer was Security Capital Research & Management, adding an estimated $64.1M. The largest seller was Invesco, cutting an estimated $145M.
- 317 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2015, up from 312 in Q3 2015.
- Funds reported $2.68B of Diversified Healthcare Trust stock for Q4 2015, down 12% quarter-over-quarter.
- 41 funds opened new Diversified Healthcare Trust positions in Q4 2015 and 32 closed out, a net change of +9 holders.
- The largest Diversified Healthcare Trust buyer in Q4 2015 was Security Capital Research & Management, an estimated $64.1M added.
- The largest Diversified Healthcare Trust seller in Q4 2015 was Invesco, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2015.