Diversified Healthcare Trust
191 hedge funds and large institutions have $548M invested in Diversified Healthcare Trust in 2024 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 18 closing their positions.
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
22% more capital invested
Capital invested by funds: $451M → $548M (+$97.2M)
3% more funds holding
Funds holding: 186 → 191 (+5)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
1.29% less ownership
Funds ownership: 75.28% → 74% (-1.3%)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
23% less call options, than puts
Call options by funds: $1.85M | Put options by funds: $2.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCP
BlackBarn Capital Partners
New York
|
+$5.71M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$1.63M |
| 3 |
Nomura Holdings
Tokyo,
Japan
|
+$1.38M |
| 4 |
Goldman Sachs
New York
|
+$1.05M |
| 5 |
Jane Street
New York
|
+$725K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$5.41M |
| 2 |
BlackRock
New York
|
-$2.26M |
| 3 |
BCM
Beryl Capital Management
Redondo Beach,
California
|
-$2.23M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.53M |
| 5 |
Millennium Management
New York
|
-$1.15M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWAM
201
Boyd Watterson Asset Management
Cleveland,
Ohio
| – | -$1.23K | -500 | Closed |
|
202
Amundi
Paris,
France
| – | -$1.06K | -450 | Closed |
|
|
TC
203
Truvestments Capital
Sarasota,
Florida
| – | -$738 | -300 | Closed |
|
|
HNB
204
Huntington National Bank
Columbus,
Ohio
| – | -$467 | -190 | Closed |
|
|
KFI
205
Key Financial Inc
West Chester,
Pennsylvania
| – | -$197 | -80 | Closed |
|
|
AWM
206
Avior Wealth Management
Omaha,
Nebraska
| – | -$140 | -57 | Closed |
|
|
UB
207
UMB Bank
Kansas City,
Missouri
| – | -$74 | -30 | Closed |
|
|
CAL
208
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$36 | +14 | New |
|
DHC Hedge Fund Activity: Q2 2024 in Review
191 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2024, worth a combined $548M — up 22% from $451M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DHC positions and 18 closed out — a net gain of 7 holders — while 55 added to existing stakes and 69 trimmed.
The largest buyer was BlackBarn Capital Partners, adding an estimated $5.71M. The largest seller was Charles Schwab, cutting an estimated $5.41M.
- 191 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2024, up from 186 in Q1 2024.
- Funds reported $548M of Diversified Healthcare Trust stock for Q2 2024, up 22% quarter-over-quarter.
- 25 funds opened new Diversified Healthcare Trust positions in Q2 2024 and 18 closed out, a net change of +7 holders.
- The largest Diversified Healthcare Trust buyer in Q2 2024 was BlackBarn Capital Partners, an estimated $5.71M added.
- The largest Diversified Healthcare Trust seller in Q2 2024 was Charles Schwab, an estimated $5.41M sold.
Based on aggregated 13F filings for Q2 2024.