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SEVN

Seven Hills Realty Trust

57 hedge funds and large institutions have $59.2M invested in Seven Hills Realty Trust in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

917% more call options, than puts

Call options by funds: $305K | Put options by funds: $30K

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

8% more funds holding

Funds holding: 5357 (+4)

1.07% more ownership

Funds ownership: 29.32%30.39% (+1.1%)

1% less capital invested

Capital invested by funds: $59.9M → $59.2M (-$638K)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
22
Reduced
12
Closed
5
Calls
$305K
Puts
$30K
Net Calls
+$275K
Net Calls Change
+$21K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14M +$645K +48,386 +5%
Morgan Stanley
2
Morgan Stanley
New York
$10.1M +$220K +16,523 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.94M -$65.6K -4,916 -0.6%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.3M +$27.9K +2,091 +0.6%
IAA
5
Independent Advisor Alliance
North Carolina
$3.82M -$235K -17,621 -6%
State Street
6
State Street
Massachusetts
$2.41M +$24K +1,800 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.48M -$373K -28,000 -20%
Lido Advisors
8
Lido Advisors
California
$1.45M +$307K +22,992 +26%
Goldman Sachs
9
Goldman Sachs
New York
$1.34M +$207K +15,504 +18%
Northern Trust
10
Northern Trust
Illinois
$1.29M -$32.1K -2,404 -2%
PCM
11
Penserra Capital Management
California
$930K +$948K +71,110 New
SC
12
Scotia Capital
Ontario, Canada
$794K +$809K +60,697 New
B
13
Bailard
California
$765K +$308K +23,100 +65%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$720K -$4.23K -317 -0.6%
RP
15
Riverbridge Partners
Minnesota
$691K +$704K +52,802 New
JP Morgan Chase
16
JP Morgan Chase
New York
$599K +$292K +21,923 +92%
UBS Group
17
UBS Group
Switzerland
$570K +$431K +32,335 +288%
EWA
18
EP Wealth Advisors
California
$495K
Charles Schwab
19
Charles Schwab
California
$479K
SAM
20
Smith Asset Management
Florida
$432K +$441K +33,055 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$338K -$15K -1,127 -4%
Barclays
22
Barclays
United Kingdom
$252K +$29.2K +2,187 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$242K -$18.2K -1,367 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$234K +$238K +17,879 New
N
25
Nuveen
North Carolina
$217K

SEVN Hedge Fund Activity: Q4 2024 in Review

57 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Seven Hills Realty Trust (SEVN) for Q4 2024, worth a combined $59.2M — down 1.1% from $59.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SEVN positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $948K. The largest seller was Acadian Asset Management, cutting an estimated $1.42M.

  • 57 institutional investors held Seven Hills Realty Trust (SEVN) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $59.2M of Seven Hills Realty Trust stock for Q4 2024, down 1.1% quarter-over-quarter.
  • 9 funds opened new Seven Hills Realty Trust positions in Q4 2024 and 5 closed out, a net change of +4 holders.
  • The largest Seven Hills Realty Trust buyer in Q4 2024 was Penserra Capital Management, an estimated $948K added.
  • The largest Seven Hills Realty Trust seller in Q4 2024 was Acadian Asset Management, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2024.