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SEVN

Seven Hills Realty Trust

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.

New
Increased
Maintained
Reduced
Closed

907% more call options, than puts

Call options by funds: $282K | Put options by funds: $28K

120% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 10

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

7% more capital invested

Capital invested by funds: $56M → $59.9M (+$3.86M)

4% more funds holding

Funds holding: 5153 (+2)

0.51% less ownership

Funds ownership: 29.83%29.32% (-0.51%)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.76%
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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.1M +$2.82M +209,394 +26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.5M +$157K +11,647 +2%
Morgan Stanley
3
Morgan Stanley
New York
$10.4M +$233K +17,345 +2%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.49M +$160K +11,890 +4%
IAA
5
Independent Advisor Alliance
North Carolina
$4.27M +$22.9K +1,700 +0.6%
State Street
6
State Street
Massachusetts
$2.51M +$436K +32,440 +22%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.94M +$113K +8,434 +6%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$1.52M -$310K -23,049 -17%
Northern Trust
9
Northern Trust
Illinois
$1.39M +$929K +69,096 +218%
Lido Advisors
10
Lido Advisors
California
$1.21M +$233K +17,307 +25%
Goldman Sachs
11
Goldman Sachs
New York
$1.2M +$94.6K +7,037 +9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$762K -$2.69K -200 -0.4%
EWA
13
EP Wealth Advisors
California
$521K
CGA
14
Crescent Grove Advisors
Illinois
$511K -$871K -64,770 -64%
Charles Schwab
15
Charles Schwab
California
$505K +$20.5K +1,528 +4%
B
16
Bailard
California
$487K +$254K +18,900 +115%
Two Sigma Investments
17
Two Sigma Investments
New York
$378K +$369K +27,419 New
Bank of New York Mellon
18
Bank of New York Mellon
New York
$372K -$118K -8,812 -25%
JP Morgan Chase
19
JP Morgan Chase
New York
$329K +$227K +16,881 +242%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$273K +$2.21K +164 +0.8%
Barclays
21
Barclays
United Kingdom
$235K +$39.6K +2,947 +21%
N
22
Nuveen
North Carolina
$229K
CA
23
Calton & Associates
Florida
$186K +$182K +13,538 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$169K -$11.5K -855 -7%
UBS Group
25
UBS Group
Switzerland
$155K +$88.4K +6,576 +141%

SEVN Hedge Fund Activity: Q3 2024 in Review

53 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q3 2024, worth a combined $59.9M — up 6.9% from $56M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SEVN positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 10 trimmed.

The largest buyer was BlackRock, adding an estimated $2.82M. The largest seller was Matisse Capital, exiting entirely with an estimated $1.8M sold.

  • 53 institutional investors held Seven Hills Realty Trust (SEVN) as of Q3 2024, up from 51 in Q2 2024.
  • Funds reported $59.9M of Seven Hills Realty Trust stock for Q3 2024, up 6.9% quarter-over-quarter.
  • 12 funds opened new Seven Hills Realty Trust positions in Q3 2024 and 10 closed out, a net change of +2 holders.
  • The largest Seven Hills Realty Trust buyer in Q3 2024 was BlackRock, an estimated $2.82M added.
  • The largest Seven Hills Realty Trust seller in Q3 2024 was Matisse Capital, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2024.