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DHC

Diversified Healthcare Trust

313 hedge funds and large institutions have $3.41B invested in Diversified Healthcare Trust in 2017 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 121 increasing their positions, 100 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more call options, than puts

Call options by funds: $1.35M | Put options by funds: $500K

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

21% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 100

2% more funds holding

Funds holding: 308313 (+5)

0.1% more ownership

Funds ownership: 74.9%75% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less capital invested

Capital invested by funds: $3.48B → $3.41B (-$66.2M)

Holders
313
Holders Change
+5
Holders Change %
+1.62%
% of All Funds
7.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
38
Increased
121
Reduced
100
Closed
31
Calls
$1.35M
Puts
$500K
Net Calls
+$849K
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$800M +$6.76M +353,236 +0.9%
BlackRock
2
BlackRock
New York
$461M -$96.2K -5,024 -0%
SCRM
3
Security Capital Research & Management
Illinois
$217M +$82.3M +4,298,239 +61%
State Street
4
State Street
Massachusetts
$204M +$699K +36,501 +0.3%
LSV Asset Management
5
LSV Asset Management
Illinois
$203M +$16.7M +874,700 +9%
Morgan Stanley
6
Morgan Stanley
New York
$138M +$4.37M +228,266 +3%
Charles Schwab
7
Charles Schwab
California
$104M +$3.4M +177,663 +3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$71.6M -$5.64M -294,529 -7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$68.5M +$1.33M +69,624 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$67.5M -$3.15M -164,580 -4%
Prudential Financial
11
Prudential Financial
New Jersey
$61.6M +$4.22M +220,280 +7%
Northern Trust
12
Northern Trust
Illinois
$58M -$495K -25,835 -0.8%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$55.4M +$2.88M +150,478 +5%
Norges Bank
14
Norges Bank
Norway
$50.7M +$4.02M +210,141 +9%
JP Morgan Chase
15
JP Morgan Chase
New York
$35.5M +$4.8M +250,661 +16%
Renaissance Technologies
16
Renaissance Technologies
New York
$31.1M +$8.93M +466,495 +40%
Goldman Sachs
17
Goldman Sachs
New York
$27.3M -$3.32M -173,307 -11%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$26.2M
Invesco
19
Invesco
Georgia
$22.3M +$784K +40,967 +4%
Principal Financial Group
20
Principal Financial Group
Iowa
$22.1M -$107M -5,579,715 -83%
Wells Fargo
21
Wells Fargo
California
$21.6M +$2.09M +109,406 +11%
Legal & General Group
22
Legal & General Group
United Kingdom
$18.2M +$394K +20,573 +2%
MAM
23
Martingale Asset Management
Massachusetts
$16.3M -$13.4K -700 -0.1%
American Century Companies
24
American Century Companies
Missouri
$16.2M +$2.74M +143,193 +20%
PPA
25
Parametric Portfolio Associates
Washington
$14.7M -$383K -20,010 -3%

DHC Hedge Fund Activity: Q4 2017 in Review

313 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q4 2017, worth a combined $3.41B — down 1.9% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new DHC positions and 31 closed out — a net gain of 7 holders — while 121 added to existing stakes and 100 trimmed.

The largest buyer was Security Capital Research & Management, adding an estimated $82.3M. The largest seller was Principal Financial Group, cutting an estimated $107M.

  • 313 institutional investors held Diversified Healthcare Trust (DHC) as of Q4 2017, up from 308 in Q3 2017.
  • Funds reported $3.41B of Diversified Healthcare Trust stock for Q4 2017, down 1.9% quarter-over-quarter.
  • 38 funds opened new Diversified Healthcare Trust positions in Q4 2017 and 31 closed out, a net change of +7 holders.
  • The largest Diversified Healthcare Trust buyer in Q4 2017 was Security Capital Research & Management, an estimated $82.3M added.
  • The largest Diversified Healthcare Trust seller in Q4 2017 was Principal Financial Group, an estimated $107M sold.

Based on aggregated 13F filings for Q4 2017.