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DHC

Diversified Healthcare Trust

191 hedge funds and large institutions have $548M invested in Diversified Healthcare Trust in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

22% more capital invested

Capital invested by funds: $451M → $548M (+$97.2M)

3% more funds holding

Funds holding: 186191 (+5)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

1.29% less ownership

Funds ownership: 75.28%74% (-1.3%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

23% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $2.42M

Holders
191
Holders Change
+5
Holders Change %
+2.69%
% of All Funds
2.76%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
25
Increased
55
Reduced
69
Closed
18
Calls
$1.85M
Puts
$2.42M
Net Calls
-$564K
Net Calls Change
-$320K
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
176
Fifth Third Bancorp
Ohio
$305
FCAS
177
First Command Advisory Services
Texas
$305
WAS
178
Winch Advisory Services
Wisconsin
$187
CSB
179
City State Bank
Iowa
$153 +$127 +50 New
FFA
180
Farther Finance Advisors
California
$105
CAM
181
Creekmur Asset Management
Illinois
$92 +$76 +30 New
EWA
182
EverSource Wealth Advisors
Alabama
$77
SPIA
183
Steward Partners Investment Advisory
New York
$61
PA
184
PSI Advisors
Florida
$46 +$41 +16 New
LFG
185
Larson Financial Group
Missouri
$31
WIA
186
Wetzel Investment Advisors
Indiana
$27 +$28 +11 New
BBHC
187
Brown Brothers Harriman & Co
New York
$23
AF
188
Allworth Financial
California
$2 -$6.37K -2,509 -100%
LSV Asset Management
189
LSV Asset Management
Illinois
-$949K -385,704 Closed
Acadian Asset Management
190
Acadian Asset Management
Massachusetts
-$648K -255,360 -100%
AC
191
Aristeia Capital
Connecticut
-$296K -120,524 Closed
AIG
192
American International Group
New York
-$290K -117,816 Closed
SOW
193
State of Wyoming
Wyoming
-$153K -62,125 Closed
Tudor Investment Corp
194
Tudor Investment Corp
Connecticut
-$122K -49,607 Closed
GCM
195
Graham Capital Management
Connecticut
-$111K -45,025 Closed
BHCM
196
Brevan Howard Capital Management
Jersey
-$44.6K -18,113 Closed
MLICM
197
Metropolitan Life Insurance Company (MetLife)
New York
-$41.1K -16,718 Closed
Qube Research & Technologies (QRT)
198
Qube Research & Technologies (QRT)
United Kingdom
-$39.5K -16,049 Closed
DTL
199
Dynamic Technology Lab
Singapore
-$31K -12,700 Closed
NB
200
Norinchukin Bank
Japan
-$25.3K -10,276 Closed

DHC Hedge Fund Activity: Q2 2024 in Review

191 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2024, worth a combined $548M — up 22% from $451M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DHC positions and 18 closed out — a net gain of 7 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was BlackBarn Capital Partners, adding an estimated $5.71M. The largest seller was Charles Schwab, cutting an estimated $5.41M.

  • 191 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2024, up from 186 in Q1 2024.
  • Funds reported $548M of Diversified Healthcare Trust stock for Q2 2024, up 22% quarter-over-quarter.
  • 25 funds opened new Diversified Healthcare Trust positions in Q2 2024 and 18 closed out, a net change of +7 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2024 was BlackBarn Capital Partners, an estimated $5.71M added.
  • The largest Diversified Healthcare Trust seller in Q2 2024 was Charles Schwab, an estimated $5.41M sold.

Based on aggregated 13F filings for Q2 2024.