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DHC

Diversified Healthcare Trust
DHC

318 hedge funds and large institutions have $3.69B invested in Diversified Healthcare Trust in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $2.02M

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1.12% more ownership

Funds ownership: 74.97% → 76.09% (+1.1%)

10% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 111

2% more capital invested

Capital invested by funds: $3.61B → $3.69B (+$88M)

1% more funds holding

Funds holding: 316 → 318 (+2)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
36
Increased
122
Reduced
111
Closed
32
Calls
$4.88M
Puts
$2.02M
Net Calls
+$2.85M
Net Calls Change
+$1.11M

Top Buyers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
+$93.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$45.3M
3
LSV Asset Management
LSV Asset Management
Illinois
+$20.2M
4
Charles Schwab
Charles Schwab
California
+$15.7M
5
Goldman Sachs
Goldman Sachs
New York
+$15.4M

Top Sellers

Rank Fund Capital Flow
1
SCRM
Security Capital Research & Management
Illinois
-$108M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$17.1M
3
BlackRock
BlackRock
New York
-$16.5M
4
Millennium Management
Millennium Management
New York
-$14.6M
5
NI
Numeric Investors
Massachusetts
-$8.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
201
Janney Montgomery Scott
Pennsylvania
$463K +$5.66K +265 +1%
TAM
202
Tyers Asset Management
Texas
$461K -$227K -10,648 -32%
Creative Planning
203
Creative Planning
Kansas
$458K +$17.1K +802 +4%
Daiwa Securities Group
204
Daiwa Securities Group
Japan
$439K +$57.6K +2,700 +14%
NIPH
205
NN Investment Partners Holdings
Netherlands
$427K +$446K +20,900 New
WA
206
WFG Advisors
Texas
$422K +$85.1K +3,989 +24%
GCA
207
Gideon Capital Advisors
New York
$415K -$254K -11,915 -37%
GH
208
GAM Holding
Switzerland
$411K +$9.78K +458 +2%
M&T Bank
209
M&T Bank
New York
$408K +$832 +39 +0.2%
WA
210
WESPAC Advisors
California
$391K +$193K +9,059 +90%
LCM
211
Laurion Capital Management
New York
$390K +$408K +19,100 New
Teacher Retirement System of Texas
212
Teacher Retirement System of Texas
Texas
$387K +$4.1K +192 +1%
MAM
213
Mastrapasqua Asset Management
Tennessee
$387K +$24.4K +1,145 +6%
BA
214
Bridgewater Associates
Connecticut
$387K +$404K +18,937 New
AFG
215
Albion Financial Group
Utah
$386K -$44.3K -2,075 -10%
LIA
216
LS Investment Advisors
Michigan
$386K +$66.4K +3,113 +20%
SCM
217
Shelton Capital Management
Colorado
$368K – – –
DC
218
Davenport & Co
Virginia
$359K +$375K +17,575 New
LA
219
Lucus Advisors
New York
$359K +$375K +17,552 New
OAM
220
Oppenheimer Asset Management
New York
$343K -$460K -21,575 -56%
PAG
221
Private Advisor Group
New Jersey
$338K +$39.5K +1,852 +12%
Capital Fund Management (CFM)
222
Capital Fund Management (CFM)
France
$337K -$3.79M -177,665 -92%
GHCM
223
Glen Harbor Capital Management
California
$335K -$165K -7,744 -32%
US Bancorp
224
US Bancorp
Minnesota
$335K -$25.7K -1,203 -7%
SMC
225
Smith, Moore & Co
Missouri
$333K +$21.3K +1,000 +7%
7 8
9
10 11

DHC Hedge Fund Activity: Q2 2017 in Review

318 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2017, worth a combined $3.69B — up 2.4% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DHC positions and 32 closed out — a net gain of 4 holders — while 122 added to existing stakes and 111 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $93.9M. The largest seller was Security Capital Research & Management, cutting an estimated $108M.

  • 318 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.69B of Diversified Healthcare Trust stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 36 funds opened new Diversified Healthcare Trust positions in Q2 2017 and 32 closed out, a net change of +4 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2017 was Deutsche Bank, an estimated $93.9M added.
  • The largest Diversified Healthcare Trust seller in Q2 2017 was Security Capital Research & Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2017.