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DHC

Diversified Healthcare Trust

242 hedge funds and large institutions have $367M invested in Diversified Healthcare Trust in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 79 increasing their positions, 78 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

1% more funds holding

Funds holding: 239242 (+3)

7% more call options, than puts

Call options by funds: $146K | Put options by funds: $136K

1% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 78

0.37% more ownership

Funds ownership: 82.44%82.81% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

42% less capital invested

Capital invested by funds: $635M → $367M (-$269M)

Holders
242
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
4.08%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
39
Increased
79
Reduced
78
Closed
31
Calls
$146K
Puts
$136K
Net Calls
+$10K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
176
CIM Investment Management
Pennsylvania
$24K
OBWG
177
Onyx Bridge Wealth Group
New York
$24K
X
178
Xponance
Pennsylvania
$23K +$3.55K +1,553 +14%
GCP
179
GSA Capital Partners
United Kingdom
$23K +$28.6K +12,521 New
JSW
180
Journey Strategic Wealth
New Jersey
$21K +$26.6K +11,651 New
FIM
181
Freedom Investment Management
Connecticut
$20.1K +$25.3K +11,051 New
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$20K -$18K -7,860 -41%
DI
183
Diligent Investors
California
$19K -$4.1K -1,795 -14%
DLG
184
Daniel L. Goodwin
$19K
SRC
185
Sage Rhino Capital
California
$19K +$23.4K +10,226 New
ECM
186
Evergreen Capital Management
Washington
$19K +$24.4K +10,694 New
RPCA
187
Running Point Capital Advisors
California
$18K
Group One Trading
188
Group One Trading
Illinois
$14K +$17.5K +7,672 New
HIA
189
Harbor Investment Advisory
Maryland
$13K +$6.86K +3,000 +75%
IA
190
IFP Advisors
Florida
$12K
Macquarie Group
191
Macquarie Group
Australia
$11K -$175K -76,395 -93%
QCG
192
Quadrant Capital Group
Ohio
$11K -$5.84K -2,555 -31%
IAMOG
193
Investors Asset Management of Georgia
Georgia
$9K +$11.7K +5,104 New
TSWM
194
Tyler-Stone Wealth Management
Ohio
$8K +$46 +20 +0.5%
Simplex Trading
195
Simplex Trading
Illinois
$8K +$7.55K +3,302 +238%
Allspring Global Investments
196
Allspring Global Investments
North Carolina
$6K -$104K -45,462 -93%
CA
197
CoreCap Advisors
Michigan
$6K +$7.93K +3,470 New
LC
198
Lindbrook Capital
California
$5K -$229 -100 -3%
EI
199
Ellevest Inc
New York
$4K -$9.83K -4,300 -66%
US Bancorp
200
US Bancorp
Minnesota
$4K +$2.57K +1,125 +133%

DHC Hedge Fund Activity: Q2 2022 in Review

242 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2022, worth a combined $367M — down 42% from $635M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new DHC positions and 31 closed out — a net gain of 8 holders — while 79 added to existing stakes and 78 trimmed.

The largest buyer was Flat Footed LLC, adding an estimated $13.7M. The largest seller was State Street, cutting an estimated $10.1M.

  • 242 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2022, up from 239 in Q1 2022.
  • Funds reported $367M of Diversified Healthcare Trust stock for Q2 2022, down 42% quarter-over-quarter.
  • 39 funds opened new Diversified Healthcare Trust positions in Q2 2022 and 31 closed out, a net change of +8 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2022 was Flat Footed LLC, an estimated $13.7M added.
  • The largest Diversified Healthcare Trust seller in Q2 2022 was State Street, an estimated $10.1M sold.

Based on aggregated 13F filings for Q2 2022.