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DHC

Diversified Healthcare Trust

318 hedge funds and large institutions have $3.69B invested in Diversified Healthcare Trust in 2017 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 122 increasing their positions, 111 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $2.02M

13% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 32

1.12% more ownership

Funds ownership: 74.97%76.09% (+1.1%)

10% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 111

2% more capital invested

Capital invested by funds: $3.61B → $3.69B (+$88M)

1% more funds holding

Funds holding: 316318 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
318
Holders Change
+2
Holders Change %
+0.63%
% of All Funds
7.93%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
36
Increased
122
Reduced
111
Closed
32
Calls
$4.88M
Puts
$2.02M
Net Calls
+$2.85M
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$843M +$868K +40,694 +0.1%
BlackRock
2
BlackRock
New York
$495M -$16.5M -774,563 -3%
State Street
3
State Street
Massachusetts
$212M -$3.51M -164,632 -2%
LSV Asset Management
4
LSV Asset Management
Illinois
$188M +$20.2M +946,324 +11%
Principal Financial Group
5
Principal Financial Group
Iowa
$146M +$5.05M +236,699 +3%
Morgan Stanley
6
Morgan Stanley
New York
$138M -$5.51M -258,348 -4%
JP Morgan Chase
7
JP Morgan Chase
New York
$117M +$45.3M +2,121,030 +59%
Deutsche Bank
8
Deutsche Bank
Germany
$100M +$93.9M +4,401,501 +855%
Charles Schwab
9
Charles Schwab
California
$95.5M +$15.7M +733,975 +19%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$83.2M +$654K +30,635 +0.8%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$73.6M +$365K +17,100 +0.5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$68.9M +$2.14M +100,491 +3%
Northern Trust
13
Northern Trust
Illinois
$66.6M +$1.93M +90,447 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$53.1M +$1.02M +47,790 +2%
Prudential Financial
15
Prudential Financial
New Jersey
$52.4M +$433K +20,275 +0.8%
Norges Bank
16
Norges Bank
Norway
$49.8M +$9.07M +424,919 +21%
Goldman Sachs
17
Goldman Sachs
New York
$41.3M +$15.4M +720,980 +56%
SCRM
18
Security Capital Research & Management
Illinois
$36.8M -$108M -5,065,607 -74%
N
19
Nuveen
North Carolina
$33.6M -$2.01M -94,190 -5%
Robeco Institutional Asset Management
20
Robeco Institutional Asset Management
Netherlands
$27.9M -$2.63M -123,306 -8%
CCMH
21
Cornerstone Capital Management Holdings
New York
$23.8M +$12.4M +579,269 +99%
MAM
22
Martingale Asset Management
Massachusetts
$22.8M -$3.89M -182,280 -14%
Renaissance Technologies
23
Renaissance Technologies
New York
$19.3M +$4.23M +198,100 +27%
Wells Fargo
24
Wells Fargo
California
$19.2M +$284K +13,313 +1%
Ameriprise
25
Ameriprise
Minnesota
$18.6M +$2M +93,777 +12%

DHC Hedge Fund Activity: Q2 2017 in Review

318 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q2 2017, worth a combined $3.69B — up 2.4% from $3.61B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new DHC positions and 32 closed out — a net gain of 4 holders — while 122 added to existing stakes and 111 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $93.9M. The largest seller was Security Capital Research & Management, cutting an estimated $108M.

  • 318 institutional investors held Diversified Healthcare Trust (DHC) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.69B of Diversified Healthcare Trust stock for Q2 2017, up 2.4% quarter-over-quarter.
  • 36 funds opened new Diversified Healthcare Trust positions in Q2 2017 and 32 closed out, a net change of +4 holders.
  • The largest Diversified Healthcare Trust buyer in Q2 2017 was Deutsche Bank, an estimated $93.9M added.
  • The largest Diversified Healthcare Trust seller in Q2 2017 was Security Capital Research & Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2017.