Diversified Healthcare Trust
179 hedge funds and large institutions have $692M invested in Diversified Healthcare Trust in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 24 closing their positions.
96% more capital invested
Capital invested by funds: $352M → $692M (+$340M)
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
2.14% more ownership
Funds ownership: 74.24% → 76.38% (+2.1%)
1% more funds holding
Funds holding: 177 → 179 (+2)
8% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 24
0% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 57
78% less call options, than puts
Call options by funds: $2.31M | Put options by funds: $10.5M
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$14.4M |
| 2 |
SPC
Silver Point Capital
Greenwich,
Connecticut
|
+$8.39M |
| 3 |
Morgan Stanley
New York
|
+$3.18M |
| 4 |
BlackRock
New York
|
+$2.41M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$2.16M |
Top Sellers
| 1 |
Charles Schwab
San Francisco,
California
|
-$6.73M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.49M |
| 3 |
Two Sigma Advisers
New York
|
-$2.98M |
| 4 |
Jane Street
New York
|
-$2.34M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$1.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIC
201
Archer Investment Corporation
Carmel,
Indiana
| – | -$419 | -216 | Closed |
|
202
AssetMark Inc
Concord,
California
| – | -$16 | -8 | Closed |
|
DHC Hedge Fund Activity: Q4 2023 in Review
179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2023, worth a combined $692M — up 96% from $352M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new DHC positions and 24 closed out — a net gain of 2 holders — while 57 added to existing stakes and 57 trimmed.
The largest buyer was Bank of America, adding an estimated $14.4M. The largest seller was Charles Schwab, cutting an estimated $6.73M.
- 179 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2023, up from 177 in Q3 2023.
- Funds reported $692M of Diversified Healthcare Trust stock for Q4 2023, up 96% quarter-over-quarter.
- 26 funds opened new Diversified Healthcare Trust positions in Q4 2023 and 24 closed out, a net change of +2 holders.
- The largest Diversified Healthcare Trust buyer in Q4 2023 was Bank of America, an estimated $14.4M added.
- The largest Diversified Healthcare Trust seller in Q4 2023 was Charles Schwab, an estimated $6.73M sold.
Based on aggregated 13F filings for Q4 2023.