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DHC

Diversified Healthcare Trust

224 hedge funds and large institutions have $641M invested in Diversified Healthcare Trust in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more call options, than puts

Call options by funds: $288K | Put options by funds: $70K

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

0% more funds holding

Funds holding: 223224 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.49% less ownership

Funds ownership: 79.04%78.55% (-0.49%)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $795M → $641M (-$154M)

Holders
224
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
64
Reduced
77
Closed
20
Calls
$288K
Puts
$70K
Net Calls
+$218K
Net Calls Change
+$311K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
201
Sound Income Strategies
Florida
$1K
TC
202
Truvestments Capital
Florida
$1K
GRP
203
Global Retirement Partners
California
$1K +$679 +180 New
BIA
204
Bell Investment Advisors
California
$1K +$1.32K +351 New
CFGS
205
Concourse Financial Group Securities
Alabama
$1K +$1.51K +400 New
Nisa Investment Advisors
206
Nisa Investment Advisors
Missouri
$403 -$36.1K -9,581 -7%
Koshinski Asset Management
207
Koshinski Asset Management
Illinois
$339 +$377 +100 New
CCP
208
Clough Capital Partners
Massachusetts
-$3.81M -911,800 Closed
OFCM
209
One Fin Capital Management
California
-$2.26M -541,000 Closed
JF
210
Jump Financial
Illinois
-$270K -64,663 Closed
II
211
Inspire Investing
Idaho
-$209K -50,028 Closed
CI
212
Clal Insurance
Israel
-$156K -37,226 Closed
Connor, Clark & Lunn Investment Management (CC&L)
213
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$150K -35,798 Closed
NEPWA
214
New England Private Wealth Advisors
Massachusetts
-$85K -20,395 Closed
HFM
215
Harvest Fund Management
China
-$73K -17,373 Closed
CAN
216
Cetera Advisor Networks
California
-$52K -12,445 Closed
M&T Bank
217
M&T Bank
New York
-$47K -11,453 Closed
BNP Paribas Asset Management
218
BNP Paribas Asset Management
France
-$48K -11,365 Closed
WP
219
WealthShield Partners
North Carolina
-$40K -9,678 Closed
EBSAM
220
Eubel Brady & Suttman Asset Management
Ohio
-$33K -7,000 Closed
ASN
221
Advisory Services Network
Georgia
-$17K -4,048 Closed
PAM
222
Panagora Asset Management
Massachusetts
-$13K -3,132 Closed
PHK
223
Point72 Hong Kong
Hong Kong
-$11K -2,669 Closed
Group One Trading
224
Group One Trading
Illinois
-$6.15K -1,631 Closed
VCM
225
Versant Capital Management
Arizona
-$5.36K -1,420 -92%

DHC Hedge Fund Activity: Q3 2021 in Review

224 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2021, worth a combined $641M — down 19% from $795M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new DHC positions and 20 closed out — a net gain of 3 holders — while 64 added to existing stakes and 77 trimmed.

The largest buyer was H/2 Credit Manager, adding an estimated $17.9M. The largest seller was SG Americas Securities, cutting an estimated $10.8M.

  • 224 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $641M of Diversified Healthcare Trust stock for Q3 2021, down 19% quarter-over-quarter.
  • 23 funds opened new Diversified Healthcare Trust positions in Q3 2021 and 20 closed out, a net change of +3 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2021 was H/2 Credit Manager, an estimated $17.9M added.
  • The largest Diversified Healthcare Trust seller in Q3 2021 was SG Americas Securities, an estimated $10.8M sold.

Based on aggregated 13F filings for Q3 2021.