SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

48 hedge funds and large institutions have $59.1M invested in Seven Hills Realty Trust in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
13
Increased
19
Reduced
7
Closed
5
Calls
$47K
Puts
$27K
Net Calls
+$20K
Net Calls Change
+$20K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$9.58M
2
BlackRock
BlackRock
New York
+$2.39M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.08M
4
Lido Advisors
Lido Advisors
California
+$913K
5
Goldman Sachs
Goldman Sachs
New York
+$846K

Top Sellers

1
AW
Atlas Wealth
Ohio
-$4.93M
2
IAA
Independent Advisor Alliance
North Carolina
-$815K
3
MC
Matisse Capital
Oregon
-$763K
4
CGA
Crescent Grove Advisors
Illinois
-$673K
5
VF
Virtu Financial
New York
-$305K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$227K +$2.28K +177 +1%
ECM
27
ExodusPoint Capital Management
New York
$201K +$201K +15,551 New
HIM
28
Hillsdale Investment Management
Ontario, Canada
$167K +$6.47K +500 +4%
Bank of America
29
Bank of America
North Carolina
$151K +$145K +11,193 +2,402%
RJA
30
Raymond James & Associates
Florida
$143K -$45.8K -3,538 -24%
JF
31
Jump Financial
Illinois
$132K +$132K +10,200 New
Citadel Advisors
32
Citadel Advisors
Florida
$127K -$26.2K -2,028 -17%
GRP
33
Global Retirement Partners
California
$119K +$8.73K +626 +8%
Nisa Investment Advisors
34
Nisa Investment Advisors
Missouri
$69.1K – – –
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$57.4K +$57.4K +4,438 New
HNB
36
Huntington National Bank
Ohio
$51.8K – – –
TFM
37
TFC Financial Management
Massachusetts
$18.6K – – –
Wells Fargo
38
Wells Fargo
California
$17.1K -$8.94K -691 -34%
TRCT
39
Tower Research Capital (TRC)
New York
$15.9K +$15.9K +1,231 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$14.9K +$14.5K +1,120 +4,000%
UBS Group
41
UBS Group
Switzerland
$10K -$187K -14,436 -95%
Osaic Holdings
42
Osaic Holdings
Arizona
$7.58K -$3.48K -269 -31%
Comerica Bank
43
Comerica Bank
Texas
$6.25K – – –
SIS
44
Sound Income Strategies
Florida
$3.88K – – –
WIM
45
Westside Investment Management
California
$3.73K – – –
WT
46
Washington Trust
Rhode Island
$3.68K – – –
AA
47
Ancora Advisors
Ohio
$1.75K – – –
FGAM
48
Financial Gravity Asset Management
Texas
$67 +$67 +6 New
AW
49
Atlas Wealth
Ohio
– -$4.93M -451,237 Closed
CGA
50
Crescent Grove Advisors
Illinois
– -$673K -61,615 Closed
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