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DHC

Diversified Healthcare Trust

236 hedge funds and large institutions have $626M invested in Diversified Healthcare Trust in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

5% more funds holding

Funds holding: 224236 (+12)

1.4% less ownership

Funds ownership: 77.52%76.11% (-1.4%)

17% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 84

23% less capital invested

Capital invested by funds: $816M → $626M (-$190M)

28% less call options, than puts

Call options by funds: $362K | Put options by funds: $502K

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
4.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
70
Reduced
84
Closed
19
Calls
$362K
Puts
$502K
Net Calls
-$140K
Net Calls Change
-$538K
Name Holding Trade Value Shares
Change
Change in
Stake
QT
201
Quantbot Technologies
New York
$10K +$11.7K +3,000 New
SIS
202
Sound Income Strategies
Florida
$9K
NFSG
203
Newbridge Financial Services Group
Florida
$9K +$10.1K +2,599 New
APA
204
American Portfolios Advisors
New York
$8.14K
IA
205
IFP Advisors
Florida
$8K -$3.76K -964 -31%
PHK
206
Point72 Hong Kong
Hong Kong
$7K +$7.24K +1,856 New
Bessemer Group
207
Bessemer Group
New Jersey
$7K +$8.19K +2,100 New
LC
208
Lindbrook Capital
California
$6K
QCG
209
Quadrant Capital Group
Ohio
$6K +$905 +232 +15%
BFEC
210
Benjamin F. Edwards & Company
Missouri
$5K -$1.56K -400 -21%
SPIA
211
Steward Partners Investment Advisory
New York
$4K
WTC
212
WhitTier Trust Company
Nevada
$4K +$3.9K +1,000 New
HFA
213
HC Financial Advisors
California
$4K +$4.68K +1,200 New
FCH
214
Freestone Capital Holdings
Washington
$3.52K +$3.9K +1,000 New
GWM
215
Geneos Wealth Management
Colorado
$3K -$293 -75 -7%
TC
216
Truvestments Capital
Florida
$2K
CT
217
Clearstead Trust
Maine
$1K
CFGS
218
Concourse Financial Group Securities
Alabama
$1K
EFSCE
219
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PP
221
PrairieView Partners
Minnesota
$1K
S
222
SignatureFD
Georgia
$1K
TFO
223
Tarbox Family Office
California
$1K +$203 +52 +21%
PFBT
224
Parkside Financial Bank & Trust
Missouri
$1K +$468 +120 +71%
AWA
225
Arkadios Wealth Advisors
Georgia
$41

DHC Hedge Fund Activity: Q3 2020 in Review

236 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2020, worth a combined $626M — down 23% from $816M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new DHC positions and 19 closed out — a net gain of 13 holders — while 70 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $12.3M. The largest seller was Goldman Sachs, cutting an estimated $14.7M.

  • 236 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2020, up from 224 in Q2 2020.
  • Funds reported $626M of Diversified Healthcare Trust stock for Q3 2020, down 23% quarter-over-quarter.
  • 32 funds opened new Diversified Healthcare Trust positions in Q3 2020 and 19 closed out, a net change of +13 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2020 was Bank of New York Mellon, an estimated $12.3M added.
  • The largest Diversified Healthcare Trust seller in Q3 2020 was Goldman Sachs, an estimated $14.7M sold.

Based on aggregated 13F filings for Q3 2020.