DaVita
About: DaVita is the largest provider of dialysis services in the United States, boasting market share of about 35% when measured by clinics. The firm operates over 3,000 facilities worldwide, mostly in the US, and treats about 280,000 patients globally each year. Government payers dominate US dialysis reimbursement. DaVita receives about two thirds of US sales at government (primarily Medicare) reimbursement rates, with the remainder coming from commercial insurers. While commercial insurers represent only about 10% of US patients treated, they represent nearly all of the profits generated by DaVita in the US dialysis business. Berkshire Hathaway owns about 45% of DaVita.
Employees: 76,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
4.25% more ownership
Funds ownership: 88.78% [Q1] → 93.03% (+4.25%) [Q2]
10% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 62
0% less funds holding
Funds holding: 588 [Q1] → 586 (-2) [Q2]
8% less capital invested
Capital invested by funds: $10.9B [Q1] → $10B (-$860M) [Q2]
20% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 4 (-1) [Q2]
24% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 238
47% less call options, than puts
Call options by funds: $110M | Put options by funds: $206M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
B of A Securities
Kevin Fischbeck
|
$140
|
Underperform
Maintained
|
10 Sep 2025 |
|
Barclays
Andrew Mok
|
$160
|
Equal-Weight
Maintained
|
7 Aug 2025 |
Financial journalist opinion
Based on 5 articles about DVA published over the past 30 days
