Diversified Healthcare Trust
319 hedge funds and large institutions have $3.53B invested in Diversified Healthcare Trust in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 129 increasing their positions, 99 reducing their positions, and 51 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 99
0% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 51
2% less funds holding
Funds holding: 326 → 319 (-7)
2.25% less ownership
Funds ownership: 80.67% → 78.43% (-2.2%)
19% less capital invested
Capital invested by funds: $4.35B → $3.53B (-$822M)
39% less call options, than puts
Call options by funds: $1.95M | Put options by funds: $3.19M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCRM
Security Capital Research & Management
Chicago,
Illinois
|
+$60.1M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$43.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$16.8M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$126M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$82.3M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$81.4M |
| 4 |
Goldman Sachs
New York
|
-$32.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$20.5M |
DHC Hedge Fund Activity: Q4 2016 in Review
319 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2016, worth a combined $3.53B — down 19% from $4.35B a quarter earlier.
Fund positioning in DHC was balanced in Q4 2016: 51 funds opened new positions, 51 closed out, 129 added to existing stakes and 99 trimmed.
The largest buyer was Security Capital Research & Management, adding an estimated $60.1M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $126M sold.
- 319 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2016, down from 326 in Q3 2016.
- Funds reported $3.53B of Diversified Healthcare Trust stock for Q4 2016, down 19% quarter-over-quarter.
- 51 funds opened new Diversified Healthcare Trust positions in Q4 2016 and 51 closed out, a net change of 0 holders.
- The largest Diversified Healthcare Trust buyer in Q4 2016 was Security Capital Research & Management, an estimated $60.1M added.
- The largest Diversified Healthcare Trust seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $126M sold.
Based on aggregated 13F filings for Q4 2016.