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DHC

Diversified Healthcare Trust

194 hedge funds and large institutions have $760M invested in Diversified Healthcare Trust in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more capital invested

Capital invested by funds: $548M → $760M (+$212M)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

2% more funds holding

Funds holding: 191194 (+3)

5% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 56

0.83% more ownership

Funds ownership: 74%74.83% (+0.83%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

16% less call options, than puts

Call options by funds: $3.98M | Put options by funds: $4.72M

Holders
194
Holders Change
+3
Holders Change %
+1.57%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
26
Increased
59
Reduced
56
Closed
23
Calls
$3.98M
Puts
$4.72M
Net Calls
-$737K
Net Calls Change
-$173K
Name Holding Trade Value Shares
Change
Change in
Stake
FFL
1
Flat Footed LLC
Wyoming
$98.4M
Vanguard Group
2
Vanguard Group
Pennsylvania
$82.9M +$177K +52,392 +0.3%
BlackRock
3
BlackRock
New York
$76.6M +$2.73M +810,596 +5%
SPC
4
Silver Point Capital
Connecticut
$65M
H2CM
5
H/2 Credit Manager
Connecticut
$62.5M
D.E. Shaw & Co
6
D.E. Shaw & Co
New York
$50.7M -$3.45M -1,023,185 -8%
Nomura Holdings
7
Nomura Holdings
Japan
$48.1M +$4.54M +1,348,830 +13%
State Street
8
State Street
Massachusetts
$27.4M -$134K -39,703 -0.6%
Charles Schwab
9
Charles Schwab
California
$27.3M -$7.68M -2,280,296 -26%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$23.8M +$184K +54,602 +1%
LCM
11
Lonestar Capital Management
California
$20.1M -$5.26M -1,560,000 -25%
BCP
12
BlackBarn Capital Partners
New York
$18.5M +$1.38M +408,497 +10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$8.25M +$148K +43,922 +2%
Northern Trust
14
Northern Trust
Illinois
$8.16M -$307K -90,990 -4%
GAMC
15
Garner Asset Management Corp
Texas
$7.67M -$47.4K -14,056 -3%
Goldman Sachs
16
Goldman Sachs
New York
$7.65M +$2.41M +716,344 +65%
Prudential Financial
17
Prudential Financial
New Jersey
$6.55M +$7.23K +2,145 +0.1%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$6.21M +$103K +30,479 +2%
CM
19
CastleKnight Management
New York
$5.94M +$84.8K +25,170 +2%
RC
20
RBF Capital
California
$5.45M +$3.56M +1,056,131 +433%
Morgan Stanley
21
Morgan Stanley
New York
$5.36M +$637K +189,132 +17%
Citadel Advisors
22
Citadel Advisors
Florida
$4.98M +$689K +204,619 +21%
AllianceBernstein
23
AllianceBernstein
Tennessee
$4.58M -$300K -89,066 -8%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$4.36M -$951K -282,200 -21%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$4.05M -$732K -217,150 -18%

DHC Hedge Fund Activity: Q3 2024 in Review

194 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Diversified Healthcare Trust (DHC) for Q3 2024, worth a combined $760M — up 39% from $548M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new DHC positions and 23 closed out — a net gain of 3 holders — while 59 added to existing stakes and 56 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $4.54M. The largest seller was Charles Schwab, cutting an estimated $7.68M.

  • 194 institutional investors held Diversified Healthcare Trust (DHC) as of Q3 2024, up from 191 in Q2 2024.
  • Funds reported $760M of Diversified Healthcare Trust stock for Q3 2024, up 39% quarter-over-quarter.
  • 26 funds opened new Diversified Healthcare Trust positions in Q3 2024 and 23 closed out, a net change of +3 holders.
  • The largest Diversified Healthcare Trust buyer in Q3 2024 was Nomura Holdings, an estimated $4.54M added.
  • The largest Diversified Healthcare Trust seller in Q3 2024 was Charles Schwab, an estimated $7.68M sold.

Based on aggregated 13F filings for Q3 2024.