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DHC

Diversified Healthcare Trust
DHC

229 hedge funds and large institutions have $783M invested in Diversified Healthcare Trust in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 95 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $626M → $783M (+$157M)

3.01% more ownership

Funds ownership: 76.11% → 79.13% (+3%)

3% less funds holding

Funds holding: 236 → 229 (-7)

14% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 36

39% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 95

67% less call options, than puts

Call options by funds: $270K | Put options by funds: $814K

Holders
229
Holders Change
-7
Holders Change %
-2.97%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
31
Increased
58
Reduced
95
Closed
36
Calls
$270K
Puts
$814K
Net Calls
-$544K
Net Calls Change
-$404K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.38M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$8.18M
3
SIG
Senator Investment Group
New York
+$7.88M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$5.51M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$3.92M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$8.37M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.64M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.21M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.82M
5
Goldman Sachs
Goldman Sachs
New York
-$2.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$21K +$5.26K +1,335 +37%
MCM
177
McMillion Capital Management
North Carolina
$21K +$20.5K +5,200 New
AA
178
AlphaMark Advisors
Kentucky
$17K -$19.3K -4,900 -54%
SWA
179
Sutton Wealth Advisors
Florida
$16.5K +$1.49K +377 +10%
HIA
180
Harbor Investment Advisory
Maryland
$16K – – –
ASN
181
Advisory Services Network
Georgia
$15K -$12.1K -3,080 -45%
QT
182
Quantbot Technologies
New York
$15K +$2.76K +700 +23%
IAIM
183
International Assets Investment Management
Florida
$12K +$11.8K +3,000 New
PA
184
Parallel Advisors
California
$11K -$6.07K -1,541 -37%
NFSG
185
Newbridge Financial Services Group
Florida
$11K – – –
SIS
186
Sound Income Strategies
Florida
$10K – – –
Northwestern Mutual Wealth Management
187
Northwestern Mutual Wealth Management
Wisconsin
$10K +$9.85K +2,500 New
Bessemer Group
188
Bessemer Group
New Jersey
$9K – – –
APA
189
American Portfolios Advisors
New York
$8.71K -$788 -200 -9%
JPLA
190
Joseph P. Lucia & Associates
New York
$8K +$7.49K +1,900 New
CAAS
191
Capital Asset Advisory Services
Michigan
$8K +$7.88K +2,000 New
LC
192
Lindbrook Capital
California
$7K – – –
QCG
193
Quadrant Capital Group
Ohio
$6K -$1.71K -433 -24%
BFEC
194
Benjamin F. Edwards & Company
Missouri
$6K – – –
Simplex Trading
195
Simplex Trading
Illinois
$5K -$11.8K -2,995 -68%
IA
196
IFP Advisors
Florida
$5K -$3.94K -1,000 -47%
FCH
197
Freestone Capital Holdings
Washington
$4.12K – – –
SPIA
198
Steward Partners Investment Advisory
New York
$4K – – –
PFBT
199
Parkside Financial Bank & Trust
Missouri
$3K +$1.29K +327 +113%
SSC
200
Syverson Strege & Co
Iowa
$3K +$2.87K +729 New
6 7
8
9 10

DHC Hedge Fund Activity: Q4 2020 in Review

229 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2020, worth a combined $783M — up 25% from $626M a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of DHC and 31 opened new positions — a net loss of 5 holders — while 95 trimmed existing stakes and 58 added.

The largest buyer was BlackRock, adding an estimated $8.38M. The largest seller was Millennium Management, cutting an estimated $8.37M.

  • 229 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2020, down from 236 in Q3 2020.
  • Funds reported $783M of Diversified Healthcare Trust stock for Q4 2020, up 25% quarter-over-quarter.
  • 31 funds opened new Diversified Healthcare Trust positions in Q4 2020 and 36 closed out, a net change of -5 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2020 was BlackRock, an estimated $8.38M added.
  • The largest Diversified Healthcare Trust seller in Q4 2020 was Millennium Management, an estimated $8.37M sold.

Based on aggregated 13F filings for Q4 2020.