SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

42 hedge funds and large institutions have $39.2M invested in Seven Hills Realty Trust in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
+8
Holders Change %
+23.53%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
11
Increased
9
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
Atlas Wealth
Ohio
$4.93M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$1.22M
3
CGA
Crescent Grove Advisors
Illinois
$673K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$1.73M
5
VF
Virtu Financial
New York
$305K

Top Sellers

1
IAA
Independent Advisor Alliance
North Carolina
$4.1M
2
Goldman Sachs
Goldman Sachs
New York
$0
3
Morgan Stanley
Morgan Stanley
New York
$8.05M
4
Millennium Management
Millennium Management
New York
$388K
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
26
Eudaimonia Partners
Tennessee
$142K -$12.2K -1,121 -8%
HIM
27
Hillsdale Investment Management
Ontario, Canada
$135K +$135K +12,400 New
Citadel Advisors
28
Citadel Advisors
Florida
$129K +$129K +11,857 New
GRP
29
Global Retirement Partners
California
$80.5K – – –
Nisa Investment Advisors
30
Nisa Investment Advisors
Missouri
$58.3K +$20.7K +1,900 +55%
HNB
31
Huntington National Bank
Ohio
$43.7K – – –
Wells Fargo
32
Wells Fargo
California
$22K -$29.4K -2,697 -57%
TFM
33
TFC Financial Management
Massachusetts
$15.7K – – –
Osaic Holdings
34
Osaic Holdings
Arizona
$9.34K -$92.7K -8,494 -91%
Comerica Bank
35
Comerica Bank
Texas
$5.27K +$5.27K +483 New
Bank of America
36
Bank of America
North Carolina
$5.09K -$5.46K -500 -52%
SIS
37
Sound Income Strategies
Florida
$3.28K – – –
WIM
38
Westside Investment Management
California
$3.15K – – –
WT
39
Washington Trust
Rhode Island
$3.1K – – –
AA
40
Ancora Advisors
Ohio
$1.47K – – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$301 +$301 +28 New
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$22 +$22 +2 New
Goldman Sachs
43
Goldman Sachs
New York
– -$603K -58,768 Closed
PAG
44
Private Advisor Group
New Jersey
– -$107K -10,527 Closed
HCM
45
Hollencrest Capital Management
California
– -$739 -72 Closed
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