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DaVita
DVA

455 hedge funds and large institutions have $11.4B invested in DaVita in 2013 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 149 increasing their positions, 161 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 53

11% more funds holding in top 10

Funds holding in top 10: 9 → 10 (+1)

10% more funds holding

Funds holding: 414 → 455 (+41)

9% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$973M)

3% more call options, than puts

Call options by funds: $78.3M | Put options by funds: $76M

7% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 161

1.87% less ownership

Funds ownership: 86.33% → 84.45% (-1.9%)

Holders
455
Holders Change
+41
Holders Change %
+9.9%
% of All Funds
13.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.29%
New
96
Increased
149
Reduced
161
Closed
53
Calls
$78.3M
Puts
$76M
Net Calls
+$2.27M
Net Calls Change
+$3.45M

Top Buyers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
+$294M
2
LPC
Lone Pine Capital
Connecticut
+$127M
3
Citadel Advisors
Citadel Advisors
Florida
+$125M
4
HL
Harding Loevner
New Jersey
+$101M
5
Viking Global Investors
Viking Global Investors
Connecticut
+$92.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$378M
2
JHIU
Janus Henderson Investors US
Colorado
-$231M
3
OH
Orbis Holdings
Bermuda
-$229M
4
MCM
Munder Capital Management
Michigan
-$117M
5
WHG
Westwood Holdings Group
Texas
-$101M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
226
State of Tennessee, Department of Treasury
Tennessee
$1.89M – – –
TRSOTSOK
227
Teachers Retirement System of the State of Kentucky
Kentucky
$1.89M – – –
WTNA
228
Wilmington Trust National Association
Delaware
$1.86M -$223K -3,808 -11%
CIBC Asset Management
229
CIBC Asset Management
Ontario, Canada
$1.85M +$4.05K +69 +0.2%
CBOA
230
Commonwealth Bank of Australia
Australia
$1.85M +$503K +8,576 +42%
WT
231
Whittier Trust
California
$1.81M +$1.65M +28,146 +5,629%
Fiera Capital (Canada)
232
Fiera Capital (Canada)
Quebec, Canada
$1.79M +$1.66M +28,286 New
WAM
233
World Asset Management
Michigan
$1.73M -$258K -4,394 -14%
GP
234
GLG Partners
United Kingdom
$1.7M +$1.57M +26,800 New
OPERF
235
Oregon Public Employees Retirement Fund
Oregon
$1.69M +$282K +4,800 +22%
P
236
Pitcairn
Pennsylvania
$1.69M +$1.56M +26,661 New
BIM
237
Bridges Investment Management
Nebraska
$1.68M +$67.5K +1,150 +5%
DG
238
Davidson & Garrard
Virginia
$1.65M +$178K +3,037 +13%
RIG
239
Roosevelt Investment Group
New York
$1.65M +$1.53M +26,076 New
PCM
240
Prelude Capital Management
New York
$1.6M +$853K +14,544 +136%
BIC
241
Bridges Investment Counsel
Nebraska
$1.58M -$15K -255 -1%
AG
242
Aperio Group
California
$1.58M -$1.33M -22,595 Closed
KBC Group
243
KBC Group
Belgium
$1.54M +$141K +2,406 +11%
BBI
244
Baxter Bros Inc
Connecticut
$1.53M +$90.7K +1,545 +7%
FLPIM
245
F.L. Putnam Investment Management
Massachusetts
$1.52M – – –
PWS
246
Peloton Wealth Strategists
Indiana
$1.51M -$88K -1,500 -6%
HighTower Advisors
247
HighTower Advisors
Illinois
$1.51M +$951K +16,209 +212%
LMGAM
248
Liberty Mutual Group Asset Management
Massachusetts
$1.49M +$755K +12,861 +121%
GIA
249
GHP Investment Advisors
Colorado
$1.43M +$13.5K +230 +1%
BNP Paribas Asset Management
250
BNP Paribas Asset Management
France
$1.39M -$269K -4,583 -17%
8 9
10
11 12

DVA Hedge Fund Activity: Q4 2013 in Review

455 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2013, worth a combined $11.4B — up 9.3% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DVA positions and 53 closed out — a net gain of 43 holders — while 149 added to existing stakes and 161 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $294M. The largest seller was JP Morgan Chase, cutting an estimated $378M.

  • 455 institutional investors held DaVita (DVA) as of Q4 2013, up from 414 in Q3 2013.
  • Funds reported $11.4B of DaVita stock for Q4 2013, up 9.3% quarter-over-quarter.
  • 96 funds opened new DaVita positions in Q4 2013 and 53 closed out, a net change of +43 holders.
  • The largest DaVita buyer in Q4 2013 was Berkshire Hathaway, an estimated $294M added.
  • The largest DaVita seller in Q4 2013 was JP Morgan Chase, an estimated $378M sold.

Based on aggregated 13F filings for Q4 2013.