Diversified Healthcare Trust
326 hedge funds and large institutions have $4.35B invested in Diversified Healthcare Trust in 2016 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 124 increasing their positions, 114 reducing their positions, and 29 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
62% more call options, than puts
Call options by funds: $4.69M | Put options by funds: $2.9M
15% more capital invested
Capital invested by funds: $3.78B → $4.35B (+$569M)
4.28% more ownership
Funds ownership: 76.4% → 80.67% (+4.3%)
9% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 114
3% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 29
1% less funds holding
Funds holding: 330 → 326 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$69.5M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$51.8M |
| 3 |
SI
Scout Investments
Kansas City,
Missouri
|
+$41M |
| 4 |
Goldman Sachs
New York
|
+$40.8M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$37.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$58.8M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$25.2M |
| 3 |
Axa
Paris,
France
|
-$23.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$20.9M |
| 5 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
-$15M |
DHC Hedge Fund Activity: Q3 2016 in Review
326 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2016, worth a combined $4.35B — up 15% from $3.78B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new DHC positions and 29 closed out — a net gain of 1 holder — while 124 added to existing stakes and 114 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $69.5M. The largest seller was CBRE Investment Management Listed Real Assets, cutting an estimated $58.8M.
- 326 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2016, down from 330 in Q2 2016.
- Funds reported $4.35B of Diversified Healthcare Trust stock for Q3 2016, up 15% quarter-over-quarter.
- 30 funds opened new Diversified Healthcare Trust positions in Q3 2016 and 29 closed out, a net change of +1 holder.
- The largest Diversified Healthcare Trust buyer in Q3 2016 was Principal Financial Group, an estimated $69.5M added.
- The largest Diversified Healthcare Trust seller in Q3 2016 was CBRE Investment Management Listed Real Assets, an estimated $58.8M sold.
Based on aggregated 13F filings for Q3 2016.