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503 hedge funds and large institutions have $7.5B invested in DaVita in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 183 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 37

7% more funds holding

Funds holding: 470503 (+33)

0.44% more ownership

Funds ownership: 86.34%86.78% (+0.44%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $7.86B → $7.5B (-$362M)

13% less repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 183

63% less call options, than puts

Call options by funds: $112M | Put options by funds: $300M

Holders
503
Holders Change
+33
Holders Change %
+7.02%
% of All Funds
7.98%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
73
Increased
159
Reduced
183
Closed
37
Calls
$112M
Puts
$300M
Net Calls
-$188M
Net Calls Change
-$196M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
226
PGGM Investments
Netherlands
$839K
TCM
227
Teza Capital Management
Illinois
$831K +$647K +6,341 +259%
CIBC Asset Management
228
CIBC Asset Management
Ontario, Canada
$819K -$47.6K -467 -5%
MCA
229
Martin Capital Advisors
Texas
$816K -$22.4K -220 -2%
PTC
230
Petrus Trust Company
Texas
$792K +$528K +5,174 +161%
VI
231
Versor Investments
New York
$779K -$308K -3,019 -27%
SSA
232
Schonfeld Strategic Advisors
New York
$779K +$840K +8,236 New
DBIA
233
Dumont & Blake Investment Advisors
New Jersey
$775K +$836K +8,200 New
ProShare Advisors
234
ProShare Advisors
Maryland
$775K -$61.1K -599 -7%
UB
235
UMB Bank
Missouri
$774K
CBNLCF
236
Cognios Beta Neutral Large Cap Fund
Kansas
$764K -$6.22K -61 -0.7%
DFCM
237
Dark Forest Capital Management
Puerto Rico
$760K -$270K -2,648 -25%
Neuberger Berman Group
238
Neuberger Berman Group
New York
$758K +$7.24K +71 +0.9%
Janus Henderson Group
239
Janus Henderson Group
United Kingdom
$758K +$211K +2,065 +35%
CAM
240
Cresset Asset Management
Illinois
$757K +$35.3K +346 +5%
Handelsbanken Fonder
241
Handelsbanken Fonder
Sweden
$756K +$143K +1,400 +21%
FP
242
Factorial Partners
New York
$737K -$653K -6,400 -45%
Pacer Advisors
243
Pacer Advisors
Pennsylvania
$731K -$121K -1,189 -13%
Public Employees Retirement Association of Colorado
244
Public Employees Retirement Association of Colorado
Colorado
$718K -$510 -5 -0.1%
MOACM
245
Mutual of America Capital Management
New York
$715K -$42.6K -418 -5%
Aviva
246
Aviva
United Kingdom
$687K +$233K +2,289 +46%
ECM
247
ExodusPoint Capital Management
New York
$682K -$410K -4,018 -36%
RWM
248
Ritholtz Wealth Management
New York
$671K +$297K +2,912 +70%
BW
249
Basepoint Wealth
Iowa
$662K +$143K +1,399 +25%
Stifel Financial
250
Stifel Financial
Missouri
$660K -$12.1K -119 -2%