SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

53 hedge funds and large institutions have $59.9M invested in Seven Hills Realty Trust in 2024 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 10 closing their positions.

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
22
Reduced
10
Closed
10
Calls
$282K
Puts
$28K
Net Calls
+$254K
Net Calls Change
+$230K

Top Buyers

1
BlackRock
1
BlackRock
New York
$14.1M
2
Northern Trust
2
Northern Trust
Illinois
$1.39M
3
State Street
3
State Street
Massachusetts
$2.51M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$378K
5
B
5
Bailard
California
$487K

Top Sellers

1
MC
1
Matisse Capital
Oregon
$0
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
SC
3
Scotia Capital
Ontario, Canada
$0
4
CGA
4
Crescent Grove Advisors
Illinois
$511K
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$14.1M 1,024,658 +209,394 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5M 764,698 +11,647 +2%
Morgan Stanley
3
Morgan Stanley
New York
$10.4M 755,066 +17,345 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.49M 326,256 +11,890 +4%
IAA
5
Independent Advisor Alliance
North Carolina
$4.27M 309,957 +1,700 +0.6%
State Street
6
State Street
Massachusetts
$2.51M 182,609 +32,440 +22%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.94M 140,834 +8,434 +6%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$1.52M 110,176 -23,049 -17%
Northern Trust
9
Northern Trust
Illinois
$1.39M 100,776 +69,096 +218%
Lido Advisors
10
Lido Advisors
California
$1.21M 87,895 +17,307 +25%
Goldman Sachs
11
Goldman Sachs
New York
$1.2M 87,120 +7,037 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$762K 55,356 -200 -0.4%
EWA
13
EP Wealth Advisors
California
$521K 37,856 – –
CGA
14
Crescent Grove Advisors
Illinois
$511K 37,100 -64,770 -64%
Charles Schwab
15
Charles Schwab
California
$505K 36,640 +1,528 +4%
B
16
Bailard
California
$487K 35,400 +18,900 +115%
Two Sigma Investments
17
Two Sigma Investments
New York
$378K 27,419 +27,419 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$372K 27,002 -8,812 -25%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$329K 23,870 +16,881 +242%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$273K 19,864 +164 +0.8%
Barclays
21
Barclays
United Kingdom
$235K 17,047 +2,947 +21%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$229K 16,624 – –
CA
23
Calton & Associates
Florida
$186K 13,538 +13,538 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$169K 12,253 -855 -7%
UBS Group
25
UBS Group
Switzerland
$155K 11,245 +6,576 +141%
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