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DHC

Diversified Healthcare Trust
DHC

236 hedge funds and large institutions have $611M invested in Diversified Healthcare Trust in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 65 increasing their positions, 82 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

412% more call options, than puts

Call options by funds: $543K | Put options by funds: $106K

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

5% more funds holding

Funds holding: 224 → 236 (+12)

3.53% more ownership

Funds ownership: 78.55% → 82.08% (+3.5%)

5% less capital invested

Capital invested by funds: $641M → $611M (-$30.5M)

21% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 82

Holders
236
Holders Change
+12
Holders Change %
+5.36%
% of All Funds
3.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
34
Increased
65
Reduced
82
Closed
20
Calls
$543K
Puts
$106K
Net Calls
+$437K
Net Calls Change
+$219K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.28M
2
BlackRock
BlackRock
New York
+$6.57M
3
Morgan Stanley
Morgan Stanley
New York
+$3.79M
4
State Street
State Street
Massachusetts
+$3.22M
5
H2CM
H/2 Credit Manager
Connecticut
+$1.62M

Top Sellers

1
SIG
Senator Investment Group
New York
-$6.78M
2
RA
Royce & Associates
New York
-$4.53M
3
N
Nuveen
North Carolina
-$4.14M
4
PPA
Parametric Portfolio Associates
Washington
-$2.32M
5
CIM
Centersquare Investment Management
Pennsylvania
-$2.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
201
Syverson Strege & Co
Iowa
$2K +$3 +1 +0.1%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$2K +$1.82K +564 New
STCOSD
203
Sageworth Trust Company of South Dakota
South Dakota
$2K +$2.48K +768 New
ST
204
Sageworth Trust
Pennsylvania
$1K -$2.5K -773 -77%
S
205
SignatureFD
Georgia
$1K -$462 -143 -38%
BIA
206
Bell Investment Advisors
California
$1K – – –
CT
207
Clearstead Trust
Maine
$1K – – –
GWM
208
Geneos Wealth Management
Colorado
$1K – – –
IA
209
IFP Advisors
Florida
$1K – – –
PFGIA
210
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
PP
211
PrairieView Partners
Minnesota
$1K – – –
SIS
212
Sound Income Strategies
Florida
$1K – – –
TC
213
Truvestments Capital
Florida
$1K – – –
FAG
214
Fortitude Advisory Group
Washington
$1K +$853 +264 New
Manulife (Manufacturers Life Insurance)
215
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$402 +$6.36K +1,968 +2%
Koshinski Asset Management
216
Koshinski Asset Management
Illinois
$309 – – –
SWA
217
Sutton Wealth Advisors
Florida
$229 -$12.3K -3,817 -98%
SIG
218
Senator Investment Group
New York
– -$6.78M -2,000,000 Closed
EH
219
EMG Holdings
Connecticut
– -$466K -137,305 Closed
FC
220
Fulcrum Capital
Washington
– -$186K -55,000 Closed
WHG
221
Westwood Holdings Group
Texas
– -$92K -27,090 Closed
ECM
222
EII Capital Management
New York
– -$90K -26,654 Closed
IC
223
Intersect Capital
California
– -$80K -23,690 Closed
VF
224
Virtu Financial
New York
– -$73K -21,605 Closed
VCA
225
Verdence Capital Advisors
Maryland
– -$69K -20,347 Closed
6 7 8
9
10

DHC Hedge Fund Activity: Q4 2021 in Review

236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2021, worth a combined $611M — down 4.8% from $641M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new DHC positions and 20 closed out — a net gain of 14 holders — while 65 added to existing stakes and 82 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.28M. The largest seller was Senator Investment Group, exiting entirely with an estimated $6.78M sold.

  • 236 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2021, up from 224 in Q3 2021.
  • Funds reported $611M of Diversified Healthcare Trust stock for Q4 2021, down 4.8% quarter-over-quarter.
  • 34 funds opened new Diversified Healthcare Trust positions in Q4 2021 and 20 closed out, a net change of +14 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2021 was Vanguard Group, an estimated $7.28M added.
  • The largest Diversified Healthcare Trust seller in Q4 2021 was Senator Investment Group, an estimated $6.78M sold.

Based on aggregated 13F filings for Q4 2021.