DaVita
452 hedge funds and large institutions have $8.8B invested in DaVita in 2019 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 113 increasing their positions, 174 reducing their positions, and 49 closing their positions.
92% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 49
53% more call options, than puts
Call options by funds: $126M | Put options by funds: $82.6M
22% more capital invested
Capital invested by funds: $7.2B → $8.8B (+$1.6B)
12.98% more ownership
Funds ownership: 78.88% → 91.86% (+13%)
9% more funds holding
Funds holding: 415 → 452 (+37)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
35% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$41.5M |
| 2 |
Bank of New York Mellon
New York
|
+$36.1M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$27.7M |
| 4 |
CMO
Covenant Multifamily Offices
San Antonio,
Texas
|
+$24.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$131M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$129M |
| 3 |
GCM
Glenview Capital Management
New York
|
-$87.6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$74.6M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$53.2M |
DVA Hedge Fund Activity: Q4 2019 in Review
452 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in DaVita (DVA) for Q4 2019, worth a combined $8.8B — up 22% from $7.2B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new DVA positions and 49 closed out — a net gain of 45 holders — while 113 added to existing stakes and 174 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $41.5M. The largest seller was BlackRock, cutting an estimated $131M.
- 452 institutional investors held DaVita (DVA) as of Q4 2019, up from 415 in Q3 2019.
- Funds reported $8.8B of DaVita stock for Q4 2019, up 22% quarter-over-quarter.
- 94 funds opened new DaVita positions in Q4 2019 and 49 closed out, a net change of +45 holders.
- The largest DaVita buyer in Q4 2019 was Royal Bank of Canada, an estimated $41.5M added.
- The largest DaVita seller in Q4 2019 was BlackRock, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2019.