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DHC

Diversified Healthcare Trust
DHC

239 hedge funds and large institutions have $635M invested in Diversified Healthcare Trust in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $328K | Put options by funds: $165K

40% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 60

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more funds holding

Funds holding: 236 → 239 (+3)

4% more capital invested

Capital invested by funds: $611M → $635M (+$24.8M)

0.36% more ownership

Funds ownership: 82.08% → 82.44% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
30
Increased
84
Reduced
60
Closed
26
Calls
$328K
Puts
$165K
Net Calls
+$163K
Net Calls Change
-$274K

Top Buyers

1
State Street
State Street
Massachusetts
+$5.23M
2
Millennium Management
Millennium Management
New York
+$4.46M
3
ZP
Zimmer Partners
New York
+$3.67M
4
Two Sigma Investments
Two Sigma Investments
New York
+$3.55M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$3.1M

Top Sellers

1
CIM
Centersquare Investment Management
Pennsylvania
-$7.89M
2
LSV Asset Management
LSV Asset Management
Illinois
-$6.41M
3
H2CM
H/2 Credit Manager
Connecticut
-$5.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.38M
5
Morgan Stanley
Morgan Stanley
New York
-$3.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
176
Cambridge Investment Research Advisors
Iowa
$33K +$15 +5 +0%
CIA
177
Capital Investment Advisors
Georgia
$32K – – –
AAP
178
Ardsley Advisory Partners
Connecticut
$32K +$30.5K +10,000 New
RPCA
179
Running Point Capital Advisors
California
$32K +$30.5K +10,000 New
OBWG
180
Onyx Bridge Wealth Group
New York
$31K – – –
VCP
181
Verus Capital Partners
Arizona
$30K +$42.3K +13,844 New
SEI Investments
182
SEI Investments
Pennsylvania
$27K -$131K -42,977 -76%
QCG
183
Quadrant Capital Group
Ohio
$27K +$12.8K +4,178 +100%
EI
184
Ellevest Inc
New York
$21K – – –
SOW
185
State of Wyoming
Wyoming
$18K +$2.85K +933 +21%
TSWM
186
Tyler-Stone Wealth Management
Ohio
$14K +$43 +14 +0.3%
TRCT
187
Tower Research Capital (TRC)
New York
$13K -$4.82K -1,578 -28%
HIA
188
Harbor Investment Advisory
Maryland
$13K – – –
National Bank of Canada
189
National Bank of Canada
Quebec, Canada
$13K – – –
IA
190
IFP Advisors
Florida
$12K +$944 +309 +80%
CC
191
Commons Capital
Massachusetts
$10K -$6.11K -2,000 -40%
LC
192
Lindbrook Capital
California
$10K +$7.54K +2,470 +466%
DC
193
DeDora Capital
California
$10K +$9.67K +3,166 New
MAM
194
Meeder Asset Management
Ohio
$9K +$2.42K +794 +40%
NFSG
195
Newbridge Financial Services Group
Florida
$8K – – –
VCM
196
Versant Capital Management
Arizona
$8K +$2.53K +828 +50%
BFEC
197
Benjamin F. Edwards & Company
Missouri
$5K – – –
TWA
198
TCI Wealth Advisors
Arizona
$5K – – –
APA
199
American Portfolios Advisors
New York
$4.27K – – –
AA
200
AlphaMark Advisors
Kentucky
$4K – – –
6 7
8
9 10

DHC Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2022, worth a combined $635M — up 4.1% from $611M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DHC positions and 26 closed out — a net gain of 4 holders — while 84 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $5.23M. The largest seller was Centersquare Investment Management, cutting an estimated $7.89M.

  • 239 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2022, up from 236 in Q4 2021.
  • Funds reported $635M of Diversified Healthcare Trust stock for Q1 2022, up 4.1% quarter-over-quarter.
  • 30 funds opened new Diversified Healthcare Trust positions in Q1 2022 and 26 closed out, a net change of +4 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2022 was State Street, an estimated $5.23M added.
  • The largest Diversified Healthcare Trust seller in Q1 2022 was Centersquare Investment Management, an estimated $7.89M sold.

Based on aggregated 13F filings for Q1 2022.