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DHC

Diversified Healthcare Trust
DHC

236 hedge funds and large institutions have $611M invested in Diversified Healthcare Trust in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $543K | Put options by funds: $106K

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more funds holding

Funds holding: 224 → 236 (+12)

3.53% more ownership

Funds ownership: 78.55% → 82.08% (+3.5%)

5% less capital invested

Capital invested by funds: $641M → $611M (-$30.5M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
82
Closed
20
Calls
$543K
Puts
$106K
Net Calls
+$437K
Net Calls Change
+$219K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.28M
2
BlackRock
BlackRock
New York
+$6.57M
3
Morgan Stanley
Morgan Stanley
New York
+$3.79M
4
State Street
State Street
Massachusetts
+$3.22M
5
H2CM
H/2 Credit Manager
Connecticut
+$1.62M

Top Sellers

1
SIG
Senator Investment Group
New York
-$6.78M
2
RA
Royce & Associates
New York
-$4.53M
3
N
Nuveen
North Carolina
-$4.14M
4
PPA
Parametric Portfolio Associates
Washington
-$2.32M
5
CIM
Centersquare Investment Management
Pennsylvania
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
176
Capital Investment Advisors
Georgia
$31K -$11.1K -3,420 -25%
EVM
177
Eaton Vance Management
Massachusetts
$22K -$4.53K -1,401 -16%
EI
178
Ellevest Inc
New York
$20K +$2.9K +896 +16%
TRCT
179
Tower Research Capital (TRC)
New York
$17K -$118K -36,494 -87%
CC
180
Commons Capital
Massachusetts
$15K +$16.2K +5,001 New
SOW
181
State of Wyoming
Wyoming
$14K +$14.7K +4,551 New
QCG
182
Quadrant Capital Group
Ohio
$13K +$9.54K +2,953 +240%
TSWM
183
Tyler-Stone Wealth Management
Ohio
$13K +$14K +4,339 New
HIA
184
Harbor Investment Advisory
Maryland
$12K – – –
National Bank of Canada
185
National Bank of Canada
Quebec, Canada
$12K +$12.9K +4,000 New
CA
186
CoreCap Advisors
Michigan
$11K +$11.2K +3,470 New
NFSG
187
Newbridge Financial Services Group
Florida
$8K -$6.14K -1,900 -42%
MAM
188
Meeder Asset Management
Ohio
$6K +$3.91K +1,210 +158%
US Bancorp
189
US Bancorp
Minnesota
$5K -$12.7K -3,942 -71%
BFEC
190
Benjamin F. Edwards & Company
Missouri
$5K – – –
TWA
191
TCI Wealth Advisors
Arizona
$5K +$4.84K +1,498 New
VCM
192
Versant Capital Management
Arizona
$5K +$4.97K +1,537 +1,240%
APA
193
American Portfolios Advisors
New York
$4.12K – – –
PA
194
Parallel Advisors
California
$4K -$3.26K -1,010 -45%
AA
195
AlphaMark Advisors
Kentucky
$4K – – –
CFB
196
Cullen/Frost Bankers
Texas
$4K – – –
BWA
197
BDO Wealth Advisors
Florida
$3K – – –
PA
198
PSI Advisors
Florida
$3K – – –
SPIA
199
Steward Partners Investment Advisory
New York
$3K – – –
LC
200
Lindbrook Capital
California
$2K -$3.73K -1,155 -69%
6 7
8
9 10

DHC Hedge Fund Activity: Q4 2021 in Review

236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2021, worth a combined $611M — down 4.8% from $641M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DHC positions and 20 closed out — a net gain of 14 holders — while 65 added to existing stakes and 82 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.28M. The largest seller was Senator Investment Group, exiting entirely with an estimated $6.78M sold.

  • 236 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2021, up from 224 in Q3 2021.
  • Funds reported $611M of Diversified Healthcare Trust stock for Q4 2021, down 4.8% quarter-over-quarter.
  • 34 funds opened new Diversified Healthcare Trust positions in Q4 2021 and 20 closed out, a net change of +14 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2021 was Vanguard Group, an estimated $7.28M added.
  • The largest Diversified Healthcare Trust seller in Q4 2021 was Senator Investment Group, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2021.