DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

226 hedge funds and large institutions have $910M invested in Diversified Healthcare Trust in 2021 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
226
Holders Change
-3
Holders Change %
-1.31%
% of All Funds
3.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
77
Reduced
89
Closed
28
Calls
$317K
Puts
$346K
Net Calls
-$29K
Net Calls Change
+$515K

Top Buyers

1
CIM
1
Centersquare Investment Management
Pennsylvania
$24M
2
RA
2
Royce & Associates
New York
$11.3M
3
BlackRock
3
BlackRock
New York
$214M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$13M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$9.42M

Top Sellers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$27.4M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$105K
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$278K
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$0
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
176
Sutton Wealth Advisors
Florida
$19.1K – – –
HIA
177
Harbor Investment Advisory
Maryland
$19K – – –
HI
178
Harbour Investments
Wisconsin
$19K +$19K +3,875 New
AA
179
AlphaMark Advisors
Kentucky
$17K -$2.36K -500 -12%
SPIA
180
Steward Partners Investment Advisory
New York
$13.1K +$8.18K +1,712 +167%
EVM
181
Eaton Vance Management
Massachusetts
$13K +$13K +2,637 New
SWM
182
Spire Wealth Management
Virginia
$13K +$13K +2,665 New
IAIM
183
International Assets Investment Management
Florida
$12K – – –
NFSG
184
Newbridge Financial Services Group
Florida
$12K – – –
GWM
185
Geneos Wealth Management
Colorado
$11K -$104 -25 -0.9%
PA
186
Parallel Advisors
California
$10K -$2.24K -472 -18%
LC
187
Lindbrook Capital
California
$8K – – –
BFEC
188
Benjamin F. Edwards & Company
Missouri
$7K – – –
APA
189
American Portfolios Advisors
New York
$6.37K -$3.73K -780 -37%
IA
190
IFP Advisors
Florida
$6K – – –
CFB
191
Cullen/Frost Bankers
Texas
$6K +$6K +1,250 New
QCG
192
Quadrant Capital Group
Ohio
$5K -$1.41K -307 -22%
VCM
193
Versant Capital Management
Arizona
$5K +$4.2K +845 +522%
BWA
194
BDO Wealth Advisors
Florida
$5K +$5K +1,050 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$3K – – –
SSC
196
Syverson Strege & Co
Iowa
$3K +$4 +1 +0.1%
IWP
197
IAG Wealth Partners
Wisconsin
$3K +$3K +534 New
S
198
SignatureFD
Georgia
$2K – – –
PP
199
PrairieView Partners
Minnesota
$2K – – –
TC
200
Truvestments Capital
Florida
$2K +$167 +50 +9%
6 7
8
9 10