DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

204 hedge funds and large institutions have $422M invested in Diversified Healthcare Trust in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
+10
Holders Change %
+5.15%
% of All Funds
2.72%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
34
Increased
64
Reduced
51
Closed
24
Calls
$2.09M
Puts
$2.6M
Net Calls
-$511K
Net Calls Change
+$226K

Top Buyers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.2M
2
BCP
2
BlackBarn Capital Partners
New York
$14.4M
3
BlackRock
3
BlackRock
New York
$45.2M
4
MMA
4
Mizuho Markets Americas
New York
$1.15M
5
CWM
5
CIBC World Markets
New York
$990K

Top Sellers

1
Charles Schwab
1
Charles Schwab
California
$9.64M
2
AFM
2
Anson Funds Management
Texas
$0
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$25.3M
4
PFCS
4
Pale Fire Capital SE
Czech Republic
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
176
Bessemer Group
New Jersey
$1K – – –
PIS
177
POM Investment Strategies
North Carolina
$936 +$936 +407 New
AF
178
Advisornet Financial
Minnesota
$805 +$805 +350 New
TC
179
Truvestments Capital
Florida
$690 – – –
NA
180
NewEdge Advisors
Louisiana
$690 +$690 +300 New
CT
181
Clearstead Trust
Maine
$676 – – –
SIM
182
Synergy Investment Management
Florida
$623 +$623 +271 New
SPIA
183
Steward Partners Investment Advisory
New York
$575 -$81 -35 -12%
SIM
184
Studio Investment Management
Illinois
$575 +$575 +250 New
SIS
185
Sound Income Strategies
Florida
$563 – – –
SAM
186
Smartleaf Asset Management
Massachusetts
$551 +$551 +246 New
CA
187
CoreCap Advisors
Michigan
$492 +$492 +214 New
GEA
188
Glen Eagle Advisors
New Jersey
$460 – – –
RIL
189
Rothschild Investment LLC
Illinois
$449 -$334 -145 -43%
NFSG
190
Newbridge Financial Services Group
Florida
$350 – – –
CSB
191
City State Bank
Iowa
$115 – – –
WSFS
192
Wilmington Savings Fund Society
Delaware
$113 – – –
EWA
193
EverSource Wealth Advisors
Alabama
$111 +$58 +25 +109%
FFA
194
Farther Finance Advisors
California
$108 – – –
TWC
195
TD Waterhouse Canada
Ontario, Canada
$57 +$57 +25 New
CIAM
196
Caitong International Asset Management
Hong Kong
$44 +$44 +19 New
PA
197
PSI Advisors
Florida
$35 – – –
VHAM
198
Van Hulzen Asset Management
California
$35 +$35 +15 New
DF
199
Dunhill Financial
United Kingdom
$27 – – –
BBHC
200
Brown Brothers Harriman & Co
New York
$17 – – –
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8
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