DHC

Diversified Healthcare Trust
DHC

Overview Fund Activity

316 hedge funds and large institutions have $3.61B invested in Diversified Healthcare Trust in 2017 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 110 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
37
Increased
110
Reduced
124
Closed
31
Calls
$4.1M
Puts
$2.35M
Net Calls
+$1.74M
Net Calls Change
+$2.99M

Top Buyers

1
BlackRock
1
BlackRock
New York
$506M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$73.1M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$834M
4
Charles Schwab
4
Charles Schwab
California
$79.8M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$17.1M

Top Sellers

1
SCRM
1
Security Capital Research & Management
Illinois
$139M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
AL
3
AJO LP
Pennsylvania
$0
4
Principal Financial Group
4
Principal Financial Group
Iowa
$140M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
201
Rational Advisors
New York
$504K +$504K +24,900 New
CA
202
Clearstead Advisors
Ohio
$494K +$494K +24,389 New
GHCM
203
Glen Harbor Capital Management
California
$489K -$498K -24,608 -50%
MRCM
204
M&R Capital Management
New Jersey
$485K +$4.05K +200 +0.8%
FRM
205
Fox Run Management
Connecticut
$478K +$478K +23,626 New
IA
206
IFP Advisors
Florida
$463K -$60K -2,962 -11%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$453K +$5.49K +271 +1%
PSUF
208
People's United Financial
Connecticut
$447K – – –
Creative Planning
209
Creative Planning
Kansas
$437K +$15.6K +769 +4%
AFG
210
Albion Financial Group
Utah
$424K +$13.7K +675 +3%
M&T Bank
211
M&T Bank
New York
$404K -$321K -15,848 -44%
GH
212
GAM Holding
Switzerland
$398K +$12.3K +609 +3%
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$381K +$99.3K +4,900 +35%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$380K -$5.73K -283 -1%
SCM
215
Shelton Capital Management
Colorado
$364K +$364K +17,980 New
MAM
216
Mastrapasqua Asset Management
Tennessee
$360K +$100K +4,945 +38%
US Bancorp
217
US Bancorp
Minnesota
$357K +$7.51K +370 +2%
Los Angeles Capital Management
218
Los Angeles Capital Management
California
$346K – – –
WA
219
WFG Advisors
Texas
$337K -$59.9K -2,959 -15%
BF
220
BOK Financial
Oklahoma
$330K -$20.6K -1,019 -6%
CCM
221
Cadence Capital Management
Massachusetts
$328K -$868K -42,846 -73%
PAG
222
Private Advisor Group
New Jersey
$327K +$55.5K +2,646 +20%
LIA
223
LS Investment Advisors
Michigan
$320K -$6.99K -345 -2%
BA
224
Bard Associates
Illinois
$316K -$305K – –
Lido Advisors
225
Lido Advisors
California
$312K +$155K +7,500 +98%
7 8
9
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