Diversified Healthcare Trust
308 hedge funds and large institutions have $3.48B invested in Diversified Healthcare Trust in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 114 increasing their positions, 109 reducing their positions, and 30 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 109
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.19% less ownership
Funds ownership: 76.09% → 74.9% (-1.2%)
3% less funds holding
Funds holding: 318 → 308 (-10)
10% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 30
17% less capital inflows, than outflows
Capital inflows: $276M | Capital outflows: $330M
28% less call options, than puts
Call options by funds: $1.88M | Put options by funds: $2.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Security Capital Research & Management
Chicago,
Illinois
|
+$102M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$54.1M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$11M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$10.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$8.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$88.2M |
| 2 |
JP Morgan Chase
New York
|
-$80.4M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$33.6M |
| 4 |
Advisors Capital Management
Ridgewood,
New Jersey
|
-$11.8M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.8M |
DHC Hedge Fund Activity: Q3 2017 in Review
308 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2017, worth a combined $3.48B — down 5.8% from $3.7B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of DHC and 27 opened new positions — a net loss of 3 holders — while 109 trimmed existing stakes and 114 added.
The largest buyer was Security Capital Research & Management, adding an estimated $102M. The largest seller was Deutsche Bank, cutting an estimated $88.2M.
- 308 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2017, down from 318 in Q2 2017.
- Funds reported $3.48B of Diversified Healthcare Trust stock for Q3 2017, down 5.8% quarter-over-quarter.
- 27 funds opened new Diversified Healthcare Trust positions in Q3 2017 and 30 closed out, a net change of -3 holders.
- The largest Diversified Healthcare Trust buyer in Q3 2017 was Security Capital Research & Management, an estimated $102M added.
- The largest Diversified Healthcare Trust seller in Q3 2017 was Deutsche Bank, an estimated $88.2M sold.
Based on aggregated 13F filings for Q3 2017.