SEVN

Seven Hills Realty Trust
SEVN

Overview Fund Activity

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
Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
0.76%
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

Top Buyers

1
PCM
Penserra Capital Management
California
$930K
2
SC
Scotia Capital
Ontario, Canada
$794K
3
RP
Riverbridge Partners
Minnesota
$691K
4
BlackRock
BlackRock
New York
$14M
5
UBS Group
UBS Group
Switzerland
$570K

Top Sellers

1
Acadian Asset Management
Acadian Asset Management
Massachusetts
$46K
2
CGA
Crescent Grove Advisors
Illinois
$0
3
Two Sigma Investments
Two Sigma Investments
New York
$0
4
Renaissance Technologies
Renaissance Technologies
New York
$1.48M
5
IAA
Independent Advisor Alliance
North Carolina
$3.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$14M +$633K +48,386 +5%
Morgan Stanley
2
Morgan Stanley
New York
$10.1M +$216K +16,523 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.94M -$64.3K -4,916 -0.6%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$4.3M +$27.4K +2,091 +0.6%
IAA
5
Independent Advisor Alliance
North Carolina
$3.82M -$230K -17,621 -6%
State Street
6
State Street
Massachusetts
$2.41M +$23.5K +1,800 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$1.48M -$366K -28,000 -20%
Lido Advisors
8
Lido Advisors
California
$1.45M +$301K +22,992 +26%
Goldman Sachs
9
Goldman Sachs
New York
$1.34M +$203K +15,504 +18%
Northern Trust
10
Northern Trust
Illinois
$1.29M -$31.4K -2,404 -2%
PCM
11
Penserra Capital Management
California
$930K +$930K +71,110 New
SC
12
Scotia Capital
Ontario, Canada
$794K +$794K +60,697 New
B
13
Bailard
California
$765K +$302K +23,100 +65%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$720K -$4.15K -317 -0.6%
RP
15
Riverbridge Partners
Minnesota
$691K +$691K +52,802 New
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$599K +$287K +21,923 +92%
UBS Group
17
UBS Group
Switzerland
$570K +$423K +32,335 +288%
EWA
18
EP Wealth Advisors
California
$495K – – –
Charles Schwab
19
Charles Schwab
California
$479K – – –
SAM
20
Smith Asset Management
Florida
$432K +$432K +33,055 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$338K -$14.7K -1,127 -4%
Barclays
22
Barclays
United Kingdom
$252K +$28.7K +2,187 +13%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$242K -$17.9K -1,367 -7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$234K +$234K +17,879 New
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$217K – – –
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