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DHC

Diversified Healthcare Trust

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

74% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $2.35M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

2% more capital invested

Capital invested by funds: $3.53B → $3.61B (+$79.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 319316 (-3)

3.46% less ownership

Funds ownership: 78.43%74.97% (-3.5%)

11% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 124

Holders
316
Holders Change
-3
Holders Change %
-0.94%
% of All Funds
7.87%
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
Name Holding Trade Value Shares
Change
Change in
Stake
RA
201
Rational Advisors
New York
$504K +$488K +24,900 New
CA
202
Clearstead Advisors
Ohio
$494K +$478K +24,389 New
GHCM
203
Glen Harbor Capital Management
California
$489K -$483K -24,608 -50%
MRCM
204
M&R Capital Management
New Jersey
$485K +$3.92K +200 +0.8%
FRM
205
Fox Run Management
Connecticut
$478K +$463K +23,626 New
IA
206
IFP Advisors
Florida
$463K -$58.1K -2,962 -11%
Janney Montgomery Scott
207
Janney Montgomery Scott
Pennsylvania
$453K +$5.31K +271 +1%
PSUF
208
People's United Financial
Connecticut
$447K
Creative Planning
209
Creative Planning
Kansas
$437K +$15.1K +769 +4%
AFG
210
Albion Financial Group
Utah
$424K +$13.2K +675 +3%
M&T Bank
211
M&T Bank
New York
$404K -$311K -15,848 -44%
GH
212
GAM Holding
Switzerland
$398K +$11.9K +609 +3%
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$381K +$96.1K +4,900 +35%
Teacher Retirement System of Texas
214
Teacher Retirement System of Texas
Texas
$380K -$5.55K -283 -1%
SCM
215
Shelton Capital Management
Colorado
$364K +$353K +17,980 New
MAM
216
Mastrapasqua Asset Management
Tennessee
$360K +$97K +4,945 +38%
US Bancorp
217
US Bancorp
Minnesota
$357K +$7.25K +370 +2%
Los Angeles Capital Management
218
Los Angeles Capital Management
California
$346K
WA
219
WFG Advisors
Texas
$337K -$58K -2,959 -15%
BF
220
BOK Financial
Oklahoma
$330K -$20K -1,019 -6%
CCM
221
Cadence Capital Management
Massachusetts
$328K -$840K -42,846 -73%
PAG
222
Private Advisor Group
New Jersey
$327K +$51.9K +2,646 +20%
LIA
223
LS Investment Advisors
Michigan
$320K -$6.76K -345 -2%
BA
224
Bard Associates
Illinois
$316K
Lido Advisors
225
Lido Advisors
California
$312K +$147K +7,500 +98%

DHC Hedge Fund Activity: Q1 2017 in Review

316 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2017, worth a combined $3.61B — up 2.2% from $3.53B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DHC positions and 31 closed out — a net gain of 6 holders — while 110 added to existing stakes and 124 trimmed.

The largest buyer was BlackRock, adding an estimated $481M. The largest seller was Security Capital Research & Management, cutting an estimated $159M.

  • 316 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2017, down from 319 in Q4 2016.
  • Funds reported $3.61B of Diversified Healthcare Trust stock for Q1 2017, up 2.2% quarter-over-quarter.
  • 37 funds opened new Diversified Healthcare Trust positions in Q1 2017 and 31 closed out, a net change of +6 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2017 was BlackRock, an estimated $481M added.
  • The largest Diversified Healthcare Trust seller in Q1 2017 was Security Capital Research & Management, an estimated $159M sold.

Based on aggregated 13F filings for Q1 2017.