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DHC

Diversified Healthcare Trust

205 hedge funds and large institutions have $422M invested in Diversified Healthcare Trust in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 194205 (+11)

0.33% more ownership

Funds ownership: 74.83%75.16% (+0.33%)

20% less call options, than puts

Call options by funds: $2.09M | Put options by funds: $2.6M

44% less capital invested

Capital invested by funds: $760M → $422M (-$338M)

Holders
205
Holders Change
+11
Holders Change %
+5.67%
% of All Funds
2.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.09%
New
35
Increased
64
Reduced
51
Closed
24
Calls
$2.09M
Puts
$2.6M
Net Calls
-$511K
Net Calls Change
+$226K
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
176
Bessemer Group
New Jersey
$1K
PIS
177
POM Investment Strategies
North Carolina
$936 +$1.2K +407 New
AF
178
Advisornet Financial
Minnesota
$805 +$1.03K +350 New
TC
179
Truvestments Capital
Florida
$690
NA
180
NewEdge Advisors
Louisiana
$690 +$883 +300 New
CT
181
Clearstead Trust
Maine
$676
SIM
182
Synergy Investment Management
Florida
$623 +$798 +271 New
SPIA
183
Steward Partners Investment Advisory
New York
$575 -$103 -35 -12%
SIM
184
Studio Investment Management
Illinois
$575 +$736 +250 New
SIS
185
Sound Income Strategies
Florida
$563
SAM
186
Smartleaf Asset Management
Massachusetts
$551 +$724 +246 New
CA
187
CoreCap Advisors
Michigan
$492 +$630 +214 New
GEA
188
Glen Eagle Advisors
New Jersey
$460
RIL
189
Rothschild Investment LLC
Illinois
$449 -$427 -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 +$74 +25 +109%
FFA
194
Farther Finance Advisors
California
$108
TWC
195
TD Waterhouse Canada
Ontario, Canada
$57 +$74 +25 New
APW
196
Aventura Private Wealth
Florida
$53 +$68 +23 New
CIAM
197
Caitong International Asset Management
Hong Kong
$44 +$56 +19 New
PA
198
PSI Advisors
Florida
$35
VHAM
199
Van Hulzen Asset Management
California
$35 +$44 +15 New
DF
200
Dunhill Financial
United Kingdom
$27

DHC Hedge Fund Activity: Q4 2024 in Review

205 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2024, worth a combined $422M — down 44% from $760M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new DHC positions and 24 closed out — a net gain of 11 holders — while 64 added to existing stakes and 51 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, opening a new position worth an estimated $11.8M. The largest seller was Charles Schwab, cutting an estimated $6.82M.

  • 205 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2024, up from 194 in Q3 2024.
  • Funds reported $422M of Diversified Healthcare Trust stock for Q4 2024, down 44% quarter-over-quarter.
  • 35 funds opened new Diversified Healthcare Trust positions in Q4 2024 and 24 closed out, a net change of +11 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2024 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $11.8M added.
  • The largest Diversified Healthcare Trust seller in Q4 2024 was Charles Schwab, an estimated $6.82M sold.

Based on aggregated 13F filings for Q4 2024.