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DHC

Diversified Healthcare Trust

239 hedge funds and large institutions have $635M invested in Diversified Healthcare Trust in 2022 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $328K | Put options by funds: $165K

40% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 60

15% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 26

1% more funds holding

Funds holding: 236239 (+3)

4% more capital invested

Capital invested by funds: $611M → $635M (+$24.8M)

0.36% more ownership

Funds ownership: 82.08%82.44% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
239
Holders Change
+3
Holders Change %
+1.27%
% of All Funds
3.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
30
Increased
84
Reduced
60
Closed
26
Calls
$328K
Puts
$165K
Net Calls
+$163K
Net Calls Change
-$274K
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
201
Cullen/Frost Bankers
Texas
$4K
Simplex Trading
202
Simplex Trading
Illinois
$4K +$4.24K +1,389 New
US Bancorp
203
US Bancorp
Minnesota
$3K -$2.41K -788 -48%
PA
204
Parallel Advisors
California
$3K -$1.2K -394 -32%
BWA
205
BDO Wealth Advisors
Florida
$3K
SPIA
206
Steward Partners Investment Advisory
New York
$3K
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.39K +783 New
HA
208
Herold Advisors
New York
$2.4K +$2.29K +750 New
Fifth Third Bancorp
209
Fifth Third Bancorp
Ohio
$2K
SSC
210
Syverson Strege & Co
Iowa
$2K +$3 +1 +0.1%
CFGS
211
Concourse Financial Group Securities
Alabama
$2K +$1.53K +500 New
MCC
212
Money Concepts Capital
Florida
$2K +$1.85K +605 New
CT
213
Clearstead Trust
Maine
$1K
FAG
214
Fortitude Advisory Group
Washington
$1K
GWM
215
Geneos Wealth Management
Colorado
$1K
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$1K
PP
217
PrairieView Partners
Minnesota
$1K
S
218
SignatureFD
Georgia
$1K
SIS
219
Sound Income Strategies
Florida
$1K
Federated Hermes
220
Federated Hermes
Pennsylvania
$1K +$6 +2 New
MCM
221
Manchester Capital Management
Vermont
$1K +$211 +69 +44%
Macquarie Group
222
Macquarie Group
Australia
$227 +$169K +55,176 +204%
SWA
223
Sutton Wealth Advisors
Florida
$131 -$101 -33 -45%
RIA
224
RP Investment Advisors
Ontario, Canada
-$1.79M -580,633 Closed
RA
225
Royce & Associates
New York
-$1.41M -455,126 Closed

DHC Hedge Fund Activity: Q1 2022 in Review

239 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q1 2022, worth a combined $635M — up 4.1% from $611M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new DHC positions and 26 closed out — a net gain of 4 holders — while 84 added to existing stakes and 60 trimmed.

The largest buyer was State Street, adding an estimated $5.23M. The largest seller was Centersquare Investment Management, cutting an estimated $7.89M.

  • 239 institutional investors held Diversified Healthcare Trust (DHC) as of Q1 2022, up from 236 in Q4 2021.
  • Funds reported $635M of Diversified Healthcare Trust stock for Q1 2022, up 4.1% quarter-over-quarter.
  • 30 funds opened new Diversified Healthcare Trust positions in Q1 2022 and 26 closed out, a net change of +4 holders.
  • The largest Diversified Healthcare Trust buyer in Q1 2022 was State Street, an estimated $5.23M added.
  • The largest Diversified Healthcare Trust seller in Q1 2022 was Centersquare Investment Management, an estimated $7.89M sold.

Based on aggregated 13F filings for Q1 2022.