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415 hedge funds and large institutions have $7.2B invested in DaVita in 2019 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 89 increasing their positions, 186 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 55

4% more funds holding

Funds holding: 400415 (+15)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

12.45% less ownership

Funds ownership: 91.32%78.88% (-12%)

16% less capital invested

Capital invested by funds: $8.54B → $7.2B (-$1.33B)

20% less call options, than puts

Call options by funds: $168M | Put options by funds: $211M

52% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 186

Holders
415
Holders Change
+15
Holders Change %
+3.75%
% of All Funds
9.1%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.24%
New
70
Increased
89
Reduced
186
Closed
55
Calls
$168M
Puts
$211M
Net Calls
-$42.4M
Net Calls Change
-$98.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
226
Mutual of America Capital Management
New York
$743K -$227K -3,913 -23%
DTL
227
Dynamic Technology Lab
Singapore
$731K +$745K +12,816 New
HCM
228
Highlander Capital Management
New Jersey
$706K -$46.5K -800 -6%
DnB Asset Management
229
DnB Asset Management
Norway
$705K -$56.5K -973 -7%
Stifel Financial
230
Stifel Financial
Missouri
$705K +$69.4K +1,194 +11%
SPIA
231
Steward Partners Investment Advisory
New York
$689K
S
232
Seeyond
France
$682K
II
233
IFM Investors
Australia
$662K +$188K +3,234 +39%
Commonwealth Equity Services
234
Commonwealth Equity Services
Massachusetts
$658K +$11.6K +200 +2%
CG
235
Cutler Group
California
$654K +$355K +6,104 +114%
MAM
236
Meeder Asset Management
Ohio
$642K -$98.5K -1,696 -13%
BCM
237
Bluefin Capital Management
New York
$639K +$651K +11,201 New
CP
238
Camelot Portfolios
Ohio
$637K -$1.1K -19 -0.2%
MERSOM
239
Municipal Employees' Retirement System of Michigan
Michigan
$634K +$4.65K +80 +0.7%
NIPH
240
NN Investment Partners Holdings
Netherlands
$612K +$322K +5,542 +107%
B
241
Barings
North Carolina
$609K
LA
242
Lau Associates
Delaware
$605K -$320K -5,500 -34%
HIMCH
243
Hartford Investment Management Co (HIMCO)
Connecticut
$596K -$194K -3,331 -24%
NAM
244
Nissay Asset Management
Japan
$590K -$61.1K -1,051 -9%
IA
245
Icon Advisers
Colorado
$588K -$546K -9,400 -48%
PAM
246
Panagora Asset Management
Massachusetts
$586K -$258K -4,438 -30%
CT
247
Coastline Trust
Rhode Island
$583K +$12.8K +220 +2%
OC
248
Oppenheimer & Co
New York
$579K -$142K -2,449 -19%
Group One Trading
249
Group One Trading
Illinois
$579K +$589K +10,144 New
SAM
250
Securian Asset Management
Minnesota
$575K -$183K -3,155 -24%

DVA Hedge Fund Activity: Q3 2019 in Review

415 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q3 2019, worth a combined $7.2B — down 16% from $8.54B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new DVA positions and 55 closed out — a net gain of 15 holders — while 89 added to existing stakes and 186 trimmed.

The largest buyer was Nordea Investment Management, adding an estimated $64.8M. The largest seller was BlackRock, cutting an estimated $169M.

  • 415 institutional investors held DaVita (DVA) as of Q3 2019, up from 400 in Q2 2019.
  • Funds reported $7.2B of DaVita stock for Q3 2019, down 16% quarter-over-quarter.
  • 70 funds opened new DaVita positions in Q3 2019 and 55 closed out, a net change of +15 holders.
  • The largest DaVita buyer in Q3 2019 was Nordea Investment Management, an estimated $64.8M added.
  • The largest DaVita seller in Q3 2019 was BlackRock, an estimated $169M sold.

Based on aggregated 13F filings for Q3 2019.